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Edgemoor Investment Advisors’s Broadcom AVGO Stock Holding History

Edgemoor 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 		$51.5M Buy
166,276
+230
+0.1% +$75.7K 4.05% 5
2025
Q4 		$57.5M Sell
166,046
-3,995
-2% -$1.43M 4.46% 5
2025
Q3 		$56.1M Sell
170,041
-57
-0% -$17.5K 4.33% 5
2025
Q2 		$46.9M Sell
170,098
-4,109
-2% -$892K 4.05% 5
2025
Q1 		$29.2M Sell
174,207
-1,234
-0.7% -$261K 2.68% 9
2024
Q4 		$40.7M Sell
175,441
-4,939
-3% -$914K 3.58% 7
2024
Q3 		$31.1M Sell
180,380
-530
-0.3% -$85K 2.71% 9
2024
Q2 		$29M Sell
180,910
-660
-0.4% -$92.5K 2.7% 10
2024
Q1 		$24.1M Sell
181,570
-5,190
-3% -$643K 2.28% 11
2023
Q4 		$20.8M Sell
186,760
-720
-0.4% -$68.2K 2.18% 12
2023
Q3 		$15.6M Sell
187,480
-2,300
-1% -$199K 1.84% 14
2023
Q2 		$16.5M Sell
189,780
-4,930
-3% -$352K 1.86% 13
2023
Q1 		$12.5M Buy
194,710
+3,090
+2% +$186K 1.52% 20
2022
Q4 		$10.7M Sell
191,620
-920
-0.5% -$46.1K 1.34% 24
2022
Q3 		$8.55M Sell
192,540
-680
-0.4% -$34.7K 1.14% 28
2022
Q2 		$9.39M Sell
193,220
-450
-0.2% -$25.3K 1.18% 29
2022
Q1 		$12.2M Sell
193,670
-1,560
-0.8% -$92.7K 1.29% 21
2021
Q4 		$13M Sell
195,230
-4,200
-2% -$236K 1.33% 20
2021
Q3 		$9.67M Sell
199,430
-64,730
-25% -$3.15M 1.1% 32
2021
Q2 		$12.6M Sell
264,160
-600
-0.2% -$27.8K 1.18% 32
2021
Q1 		$12.3M Sell
264,760
-470
-0.2% -$21.7K 1.23% 29
2020
Q4 		$11.6M Sell
265,230
-1,820
-0.7% -$71K 1.3% 30
2020
Q3 		$9.73M Sell
267,050
-560
-0.2% -$18.8K 1.2% 28
2020
Q2 		$8.45M Buy
267,610
+24,280
+10% +$680K 1.14% 35
2020
Q1 		$5.77M Buy
243,330
+12,330
+5% +$347K 0.94% 40
2019
Q4 		$7.3M Buy
231,000
+2,870
+1% +$87.1K 0.83% 49
2019
Q3 		$6.3M Buy
228,130
+15,560
+7% +$442K 0.78% 47
2019
Q2 		$6.12M Buy
212,570
+34,840
+20% +$1.02M 0.77% 47
2019
Q1 		$5.34M Buy
177,730
+19,270
+12% +$522K 0.7% 45
2018
Q4 		$4.03M Buy
158,460
+76,810
+94% +$1.81M 0.6% 50
2018
Q3 		$2.02M Buy
+81,650
New +$1.83M 0.25% 71

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

Edgemoor Investment Advisors's AVGO Position: Q1 2026 in Review

Edgemoor Investment Advisors increased its Broadcom (AVGO) stake by 0.14% in Q1 2026, buying an estimated $75.7K and bringing the position to 166,276 shares worth $51.5M. The position accounts for 4.05% of the portfolio, ranked #5.

Edgemoor Investment Advisors first reported a position in AVGO in Q3 2018 and has held it in 31 quarters since. The position peaked at $57.5M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Edgemoor Investment Advisors held 166,276 shares of Broadcom worth $51.5M as of Q1 2026.
  • Edgemoor Investment Advisors bought 230 Broadcom shares in Q1 2026, an estimated $75.7K.
  • Broadcom made up 4.05% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #5 holding.
  • Edgemoor Investment Advisors first reported a position in Broadcom in Q3 2018 and has held it in 31 quarters since.
  • Edgemoor Investment Advisors's Broadcom position peaked at $57.5M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.