EFS
AVGO icon

Essex Financial Services’s Broadcom AVGO Stock Holding History

Essex Financial Services’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 		$6.02M Buy
19,465
+325
+2% +$107K 0.34% 67
2025
Q4 		$6.62M Sell
19,140
-1,174
-6% -$420K 0.38% 55
2025
Q3 		$6.7M Buy
20,314
+46
+0.2% +$14.1K 0.4% 52
2025
Q2 		$5.59M Buy
20,268
+1,220
+6% +$265K 0.37% 61
2025
Q1 		$3.19M Sell
19,048
-1,659
-8% -$351K 0.23% 98
2024
Q4 		$4.8M Buy
20,707
+15
+0.1% +$2.77K 0.34% 65
2024
Q3 		$3.71M Sell
20,692
-176,008
-89% -$28.2M 0.27% 86
2024
Q2 		$2.87M Buy
196,700
+178,480
+980% +$25M 0.21% 99
2024
Q1 		$2.41M Buy
18,220
+240
+1% +$29.7K 0.22% 96
2023
Q4 		$2.01M Buy
17,980
+1,920
+12% +$182K 0.21% 106
2023
Q3 		$1.33M Buy
16,060
+280
+2% +$24.3K 0.15% 139
2023
Q2 		$1.37M Sell
15,780
-240
-1% -$17.1K 0.16% 136
2023
Q1 		$1.03M Buy
16,020
+1,110
+7% +$66.8K 0.11% 178
2022
Q4 		$833K Sell
14,910
-1,040
-7% -$52.1K 0.09% 207
2022
Q3 		$708K Buy
15,950
+20
+0.1% +$1.02K 0.08% 206
2022
Q2 		$774K Sell
15,930
-510
-3% -$28.6K 0.09% 213
2022
Q1 		$1.03M Sell
16,440
-150
-0.9% -$8.91K 0.1% 197
2021
Q4 		$1.1M Sell
16,590
-40
-0.2% -$2.25K 0.11% 185
2021
Q3 		$807K Buy
16,630
+920
+6% +$44.7K 0.09% 211
2021
Q2 		$729K Hold
15,710
– – 0.11% 194
2021
Q1 		$729K Buy
15,710
+1,200
+8% +$55.5K 0.13% 162
2020
Q4 		$635K Buy
14,510
+940
+7% +$36.6K 0.13% 160
2020
Q3 		$494K Buy
13,570
+1,650
+14% +$55.3K 0.12% 162
2020
Q2 		$376K Sell
11,920
-2,880
-19% -$80.6K 0.12% 164
2020
Q1 		$351K Buy
14,800
+7,090
+92% +$200K 0.13% 158
2019
Q4 		$244K Buy
7,710
+170
+2% +$5.16K 0.07% 235
2019
Q3 		$208K Buy
+7,540
New +$214K 0.07% 233
2019
Q2 		– Sell
-6,970
Closed -$210K – 244
2019
Q1 		$210K Buy
+6,970
New +$189K 0.06% 212

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

Essex Financial Services's AVGO Position: Q1 2026 in Review

Essex Financial Services increased its Broadcom (AVGO) stake by 1.7% in Q1 2026, buying an estimated $107K and bringing the position to 19,465 shares worth $6.02M. The position accounts for 0.34% of the portfolio, ranked #67.

Essex Financial Services first reported a position in AVGO in Q1 2019 and has held it in 28 quarters since. The position peaked at $6.7M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Essex Financial Services held 19,465 shares of Broadcom worth $6.02M as of Q1 2026.
  • Essex Financial Services bought 325 Broadcom shares in Q1 2026, an estimated $107K.
  • Broadcom made up 0.34% of Essex Financial Services's portfolio in Q1 2026, its #67 holding.
  • Essex Financial Services first reported a position in Broadcom in Q1 2019 and has held it in 28 quarters since.
  • Essex Financial Services's Broadcom position peaked at $6.7M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.