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Family Management’s Broadcom AVGO Stock Holding History

Family Management’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
2025
Q4 		– Sell
-2,600
Closed -$858K – 288
2025
Q3 		$858K Hold
2,600
– – 0.12% 102
2025
Q2 		$717K Hold
2,600
– – 0.11% 108
2025
Q1 		$435K Hold
2,600
– – 0.07% 123
2024
Q4 		$603K Buy
+2,600
New +$481K 0.1% 106

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Family Management's AVGO Position: Q1 2026 in Review

Family Management increased its Broadcom (AVGO) stake by 15% in Q1 2026, buying an estimated $1.35M and bringing the position to 30,644 shares worth $9.48M. The position accounts for 1.14% of the portfolio, ranked #19.

Family Management first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. 4,671 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Family Management held 30,644 shares of Broadcom worth $9.48M as of Q1 2026.
  • Family Management bought 4,097 Broadcom shares in Q1 2026, an estimated $1.35M.
  • Broadcom made up 1.14% of Family Management's portfolio in Q1 2026, its #19 holding.
  • Family Management first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
  • 4,671 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Family Management's 13F filing for Q1 2026, filed 15 May 2026.