Custom Index Systems’s Broadcom AVGO Stock Holding History

Custom Index Systems’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.56M	Buy	8,271 +80	+1%	+$26.3K	1.12%	17
2025 Q4	$2.83M	Sell	8,191 -5,140	-39%	-$1.84M	1.25%	13
2025 Q3	$4.4M	Buy	13,331 +3,060	+30%	+$939K	1.31%	17
2025 Q2	$2.83M	Buy	10,271 +2,330	+29%	+$506K	1.35%	13
2025 Q1	$1.33M	Buy	7,941 +893	+13%	+$189K	0.67%	26
2024 Q4	$1.63M	Buy	7,048 +4,667	+196%	+$863K	0.88%	25
2024 Q3	$411K	Buy	2,381 +51	+2%	+$8.18K	0.22%	145
2024 Q2	$374K	Buy	2,330 +190	+9%	+$26.6K	0.21%	140
2024 Q1	$284K	Sell	2,140 -7,830	-79%	-$970K	0.16%	192
2023 Q4	$1.11M	Buy	+9,970	New	+$944K	0.69%	39

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Custom Index Systems's AVGO Position: Q1 2026 in Review

Custom Index Systems increased its Broadcom (AVGO) stake by 0.98% in Q1 2026, buying an estimated $26.3K and bringing the position to 8,271 shares worth $2.56M. The position accounts for 1.12% of the portfolio, ranked #17.

Custom Index Systems first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.4M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Custom Index Systems held 8,271 shares of Broadcom worth $2.56M as of Q1 2026.
Custom Index Systems bought 80 Broadcom shares in Q1 2026, an estimated $26.3K.
Broadcom made up 1.12% of Custom Index Systems's portfolio in Q1 2026, its #17 holding.
Custom Index Systems first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Custom Index Systems's Broadcom position peaked at $4.4M in Q3 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.