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Financial Gravity Asset Management’s Broadcom AVGO Stock Holding History

Financial Gravity Asset 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
2026
Q1 		$446K Buy
1,440
+60
+4% +$19.7K 0.08% 112
2025
Q4 		$478K Sell
1,380
-271
-16% -$96.9K 0.09% 88
2025
Q3 		$545K Buy
+1,651
New +$506K 0.11% 89
2025
Q1 		$35.2K Buy
+210
New +$44.4K 0.01% 379
2024
Q2 		$1.61K Sell
10
-290
-97% -$40.6K ﹤0.01% 772
2024
Q1 		$37.1K Sell
300
-220
-42% -$27.3K 0.01% 424
2023
Q4 		$706K Buy
520
+160
+44% +$15.2K 0.01% 422
2023
Q3 		$688K Sell
360
-8,320
-96% -$721K 0.01% 412
2023
Q2 		$6.97K Buy
8,680
+2,260
+35% +$161K 0.02% 422
2023
Q1 		$593 Buy
6,420
+830
+15% +$49.9K 0.02% 428
2022
Q4 		$2.19K Sell
5,590
-12,170
-69% -$610K 0.01% 524
2022
Q3 		$410 Sell
17,760
-25,980
-59% -$1.33M 0.01% 419
2022
Q2 		$469 Sell
43,740
-12,960
-23% -$727K 0.01% 400
2022
Q1 		$607 Buy
56,700
+29,990
+112% +$1.78M 0.02% 390
2021
Q4 		$619 Buy
26,710
+26,590
+22,158% +$1.49M 0.01% 455
2021
Q3 		$490K Sell
120
-210
-64% -$10.2K 0.23% 80
2021
Q2 		$16K Hold
330
– – 0.01% 845
2021
Q1 		$15 Sell
330
-50
-13% -$2.31K ﹤0.01% 692
2020
Q4 		$17K Buy
+380
New +$14.8K 0.02% 139
2020
Q2 		– Sell
-1,410
Closed -$35 – 77
2020
Q1 		$35 Sell
1,410
-1,380
-49% -$38.9K ﹤0.01% 986
2019
Q4 		$88K Sell
2,790
-2,090
-43% -$63.5K 0.06% 368
2019
Q3 		$135K Sell
4,880
-1,920
-28% -$54.6K 0.12% 171
2019
Q2 		$196K Buy
6,800
+2,080
+44% +$60.6K 0.16% 146
2019
Q1 		$144K Buy
+4,720
New +$128K 0.12% 170
2018
Q3 		$59K Buy
2,770
+110
+4% +$2.47K 0.06% 278
2018
Q2 		$56K Buy
2,660
+230
+9% +$5.64K 0.05% 295
2018
Q1 		$56K Buy
+2,430
New +$61.2K 0.06% 280

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financial Gravity Asset Management's AVGO Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Broadcom (AVGO) stake by 4.3% in Q1 2026, buying an estimated $19.7K and bringing the position to 1,440 shares worth $446K. The position accounts for 0.08% of the portfolio, ranked #112.

Financial Gravity Asset Management first reported a position in AVGO in Q1 2018 and has held it in 27 quarters since. The position peaked at $706K in Q4 2023. 4,688 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Financial Gravity Asset Management held 1,440 shares of Broadcom worth $446K as of Q1 2026.
  • Financial Gravity Asset Management bought 60 Broadcom shares in Q1 2026, an estimated $19.7K.
  • Broadcom made up 0.08% of Financial Gravity Asset Management's portfolio in Q1 2026, its #112 holding.
  • Financial Gravity Asset Management first reported a position in Broadcom in Q1 2018 and has held it in 27 quarters since.
  • Financial Gravity Asset Management's Broadcom position peaked at $706K in Q4 2023.
  • 4,688 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.