Fiduciary Family Office’s Broadcom AVGO Stock Holding History

Fiduciary Family Office’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	$4.57M	Buy	14,770 +1,820	+14%	+$599K	1.3%	9
2025 Q4	$4.48M	Sell	12,950 -30	-0.2%	-$10.7K	1.29%	9
2025 Q3	$4.28M	Sell	12,980 -1,584	-11%	-$486K	1.22%	12
2025 Q2	$4.01M	Sell	14,564 -151	-1%	-$32.8K	1.31%	10
2025 Q1	$2.46M	Buy	+14,715	New	+$3.11M	0.82%	18
2024 Q4	–	Sell	-12,633	Closed	-$2.18M	–	92
2024 Q3	$2.18M	Sell	12,633 -1,047	-8%	-$168K	0.72%	23
2024 Q2	$2.2M	Sell	13,680 -1,330	-9%	-$186K	0.87%	20
2024 Q1	$1.99M	Buy	15,010 +3,690	+33%	+$457K	0.78%	27
2023 Q4	$1.26M	Buy	+11,320	New	+$1.07M	0.55%	36

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

Fiduciary Family Office's AVGO Position: Q1 2026 in Review

Fiduciary Family Office increased its Broadcom (AVGO) stake by 14% in Q1 2026, buying an estimated $599K and bringing the position to 14,770 shares worth $4.57M. The position accounts for 1.3% of the portfolio, ranked #9.

Fiduciary Family Office first reported a position in AVGO in Q4 2023 and has held it in 9 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Fiduciary Family Office held 14,770 shares of Broadcom worth $4.57M as of Q1 2026.
Fiduciary Family Office bought 1,820 Broadcom shares in Q1 2026, an estimated $599K.
Broadcom made up 1.3% of Fiduciary Family Office's portfolio in Q1 2026, its #9 holding.
Fiduciary Family Office first reported a position in Broadcom in Q4 2023 and has held it in 9 quarters since.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.