E.S. Barr & Co’s Broadcom AVGO Stock Holding History

E.S. Barr & Co’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	$1.83M	Sell	5,902 -26	-0.4%	-$8.55K	0.11%	46
2025 Q4	$2.05M	Buy	5,928 +162	+3%	+$57.9K	0.11%	46
2025 Q3	$1.9M	Sell	5,766 -70	-1%	-$21.5K	0.1%	47
2025 Q2	$1.61M	Hold	5,836	–	–	0.09%	49
2025 Q1	$977K	Hold	5,836	–	–	0.06%	54
2024 Q4	$1.35M	Buy	5,836 +166	+3%	+$30.7K	0.08%	52
2024 Q3	$978K	Buy	5,670 +70	+1%	+$11.2K	0.06%	55
2024 Q2	$899K	Sell	5,600 -150	-3%	-$21K	0.06%	54
2024 Q1	$762K	Hold	5,750	–	–	0.05%	57
2023 Q4	$642K	Hold	5,750	–	–	0.04%	59
2023 Q3	$478K	Buy	5,750 +2,070	+56%	+$179K	0.03%	68
2023 Q2	$319K	Buy	+3,680	New	+$262K	0.02%	78
2022 Q2	–	Sell	-3,230	Closed	-$203K	–	91
2022 Q1	$203K	Sell	3,230 -450	-12%	-$26.7K	0.01%	95
2021 Q4	$245K	Buy	+3,680	New	+$207K	0.02%	96

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

E.S. Barr & Co's AVGO Position: Q1 2026 in Review

E.S. Barr & Co reduced its Broadcom (AVGO) stake by 0.44% in Q1 2026, selling an estimated $8.55K and leaving 5,902 shares worth $1.83M. The position accounts for 0.11% of the portfolio, ranked #46.

E.S. Barr & Co first reported a position in AVGO in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.05M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

E.S. Barr & Co held 5,902 shares of Broadcom worth $1.83M as of Q1 2026.
E.S. Barr & Co sold 26 Broadcom shares in Q1 2026, an estimated $8.55K.
Broadcom made up 0.11% of E.S. Barr & Co's portfolio in Q1 2026, its #46 holding.
E.S. Barr & Co first reported a position in Broadcom in Q4 2021 and has held it in 14 quarters since.
E.S. Barr & Co's Broadcom position peaked at $2.05M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on E.S. Barr & Co's 13F filing for Q1 2026, filed 13 May 2026.