FG
AVGO icon

Fiduciary Group’s Broadcom AVGO Stock Holding History

Fiduciary Group’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 		$2.52M Buy
8,127
+507
+7% +$167K 0.21% 95
2025
Q4 		$2.64M Buy
7,620
+585
+8% +$209K 0.22% 87
2025
Q3 		$2.32M Buy
7,035
+65
+0.9% +$19.9K 0.2% 100
2025
Q2 		$1.92M Hold
6,970
– – 0.18% 109
2025
Q1 		$1.17M Hold
6,970
– – 0.12% 142
2024
Q4 		$1.62M Buy
6,970
+160
+2% +$29.6K 0.16% 116
2024
Q3 		$1.17M Buy
6,810
+40
+0.6% +$6.41K 0.12% 134
2024
Q2 		$1.09M Sell
6,770
-70
-1% -$9.81K 0.12% 135
2024
Q1 		$907K Sell
6,840
-20
-0.3% -$2.48K 0.1% 146
2023
Q4 		$766K Sell
6,860
-570
-8% -$54K 0.09% 147
2023
Q3 		$617K Hold
7,430
– – 0.08% 145
2023
Q2 		$645K Sell
7,430
-220
-3% -$15.7K 0.08% 140
2023
Q1 		$491K Buy
7,650
+770
+11% +$46.3K 0.06% 159
2022
Q4 		$385K Buy
6,880
+120
+2% +$6.02K 0.05% 172
2022
Q3 		$342K Buy
6,760
+120
+2% +$6.13K 0.04% 183
2022
Q2 		$362K Sell
6,640
-110
-2% -$6.17K 0.05% 181
2022
Q1 		$383K Buy
6,750
+210
+3% +$12.5K 0.05% 170
2021
Q4 		$435K Hold
6,540
– – 0.05% 169
2021
Q3 		$349K Buy
6,540
+170
+3% +$8.27K 0.04% 182
2021
Q2 		$311K Buy
6,370
+230
+4% +$10.7K 0.04% 192
2021
Q1 		$280K Buy
6,140
+100
+2% +$4.62K 0.03% 195
2020
Q4 		$289K Buy
6,040
+100
+2% +$3.9K 0.04% 182
2020
Q3 		$216K Buy
+5,940
New +$199K 0.03% 188

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

Fiduciary Group's AVGO Position: Q1 2026 in Review

Fiduciary Group increased its Broadcom (AVGO) stake by 6.7% in Q1 2026, buying an estimated $167K and bringing the position to 8,127 shares worth $2.52M. The position accounts for 0.21% of the portfolio, ranked #95.

Fiduciary Group first reported a position in AVGO in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.64M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Fiduciary Group held 8,127 shares of Broadcom worth $2.52M as of Q1 2026.
  • Fiduciary Group bought 507 Broadcom shares in Q1 2026, an estimated $167K.
  • Broadcom made up 0.21% of Fiduciary Group's portfolio in Q1 2026, its #95 holding.
  • Fiduciary Group first reported a position in Broadcom in Q3 2020 and has held it in 23 quarters since.
  • Fiduciary Group's Broadcom position peaked at $2.64M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.