DBRC
AVGO icon

D.B. Root & Company’s Broadcom AVGO Stock Holding History

D.B. Root & Company’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 		$1.92M Sell
6,190
-296
-5% -$97.4K 0.46% 37
2025
Q4 		$2.24M Buy
6,486
+348
+6% +$124K 0.55% 32
2025
Q3 		$2.03M Buy
6,138
+750
+14% +$230K 0.51% 31
2025
Q2 		$1.49M Buy
5,388
+887
+20% +$193K 0.44% 37
2025
Q1 		$754K Sell
4,501
-1,024
-19% -$217K 0.24% 76
2024
Q4 		$1.28M Buy
5,525
+191
+4% +$35.3K 0.41% 46
2024
Q3 		$920K Buy
5,334
+2,854
+115% +$458K 0.3% 60
2024
Q2 		$398K Buy
2,480
+910
+58% +$128K 0.14% 125
2024
Q1 		$208K Buy
+1,570
New +$195K 0.07% 169

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

D.B. Root & Company's AVGO Position: Q1 2026 in Review

D.B. Root & Company reduced its Broadcom (AVGO) stake by 4.6% in Q1 2026, selling an estimated $97.4K and leaving 6,190 shares worth $1.92M. The position accounts for 0.46% of the portfolio, ranked #37.

D.B. Root & Company first reported a position in AVGO in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.24M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • D.B. Root & Company held 6,190 shares of Broadcom worth $1.92M as of Q1 2026.
  • D.B. Root & Company sold 296 Broadcom shares in Q1 2026, an estimated $97.4K.
  • Broadcom made up 0.46% of D.B. Root & Company's portfolio in Q1 2026, its #37 holding.
  • D.B. Root & Company first reported a position in Broadcom in Q1 2024 and has held it in 9 quarters since.
  • D.B. Root & Company's Broadcom position peaked at $2.24M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.