FMI
AVGO icon

F/M Investments’s Broadcom AVGO Stock Holding History

F/M Investments’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 		$57.8M Sell
186,777
-81,728
-30% -$26.9M 3.84% 3
2025
Q4 		$92.9M Sell
268,505
-7,315
-3% -$2.62M 3.53% 5
2025
Q3 		$91M Sell
275,820
-35,422
-11% -$10.9M 3.51% 5
2025
Q2 		$85.8M Buy
311,242
+15,232
+5% +$3.31M 3.11% 5
2025
Q1 		$49.6M Sell
296,010
-19,099
-6% -$4.04M 1.97% 11
2024
Q4 		$73.1M Buy
315,109
+11,161
+4% +$2.06M 2.69% 8
2024
Q3 		$52.4M Buy
303,948
+84,098
+38% +$13.5M 1.65% 10
2024
Q2 		$35.4M Buy
219,850
+212,830
+3,032% +$29.8M 1.28% 12
2024
Q1 		$933K Buy
7,020
+210
+3% +$26K 0.63% 38
2023
Q4 		$760K Buy
6,810
+600
+10% +$56.8K 0.43% 50
2023
Q3 		$516K Buy
6,210
+150
+2% +$13K 0.38% 49
2023
Q2 		$526K Sell
6,060
-33,060
-85% -$2.36M 0.39% 48
2023
Q1 		$2.51M Buy
39,120
+1,610
+4% +$96.9K 2.53% 11
2022
Q4 		$2.1M Buy
+37,510
New +$1.88M 2.54% 12
2021
Q2 		– Sell
-68,260
Closed -$3.17M – 68
2021
Q1 		$3.17M Buy
68,260
+4,770
+8% +$221K 2.5% 10
2020
Q4 		$2.78M Buy
+63,490
New +$2.48M 2.43% 11

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

F/M Investments's AVGO Position: Q1 2026 in Review

F/M Investments reduced its Broadcom (AVGO) stake by 30% in Q1 2026, selling an estimated $26.9M and leaving 186,777 shares worth $57.8M. The position accounts for 3.84% of the portfolio, ranked #3.

F/M Investments first reported a position in AVGO in Q4 2020 and has held it in 16 quarters since. The position peaked at $92.9M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • F/M Investments held 186,777 shares of Broadcom worth $57.8M as of Q1 2026.
  • F/M Investments sold 81,728 Broadcom shares in Q1 2026, an estimated $26.9M.
  • Broadcom made up 3.84% of F/M Investments's portfolio in Q1 2026, its #3 holding.
  • F/M Investments first reported a position in Broadcom in Q4 2020 and has held it in 16 quarters since.
  • F/M Investments's Broadcom position peaked at $92.9M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.