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Dumont & Blake Investment Advisors’s Broadcom AVGO Stock Holding History

Dumont & Blake Investment Advisors’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 		– Sell
-587
Closed -$203K – 203
2025
Q4 		$203K Buy
+587
New +$210K 0.05% 191

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

Dumont & Blake Investment Advisors's AVGO Position: Q1 2026 in Review

Dumont & Blake Investment Advisors sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 587 shares — an estimated $203K sold.

Dumont & Blake Investment Advisors first reported a position in AVGO in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Dumont & Blake Investment Advisors reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 587 Broadcom shares in Q1 2026, an estimated $203K.
  • Dumont & Blake Investment Advisors first reported a position in Broadcom in Q4 2025 and held it in 1 quarter.
  • Dumont & Blake Investment Advisors's Broadcom position peaked at $203K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.