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First Dallas Securities’s Broadcom AVGO Stock Holding History

First Dallas Securities’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 		$1.47M Buy
4,735
+3,365
+246% +$1.11M 0.54% 43
2025
Q4 		$474K Buy
1,370
+100
+8% +$35.8K 0.18% 85
2025
Q3 		$419K Sell
1,270
-300
-19% -$92K 0.16% 89
2025
Q2 		$433K Sell
1,570
-530
-25% -$115K 0.17% 88
2025
Q1 		$352K Hold
2,100
– – 0.15% 92
2024
Q4 		$487K Sell
2,100
-320
-13% -$59.2K 0.2% 84
2024
Q3 		$417K Buy
+2,420
New +$388K 0.17% 96

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

First Dallas Securities's AVGO Position: Q1 2026 in Review

First Dallas Securities increased its Broadcom (AVGO) stake by 246% in Q1 2026, buying an estimated $1.11M and bringing the position to 4,735 shares worth $1.47M. The position accounts for 0.54% of the portfolio, ranked #43.

First Dallas Securities first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • First Dallas Securities held 4,735 shares of Broadcom worth $1.47M as of Q1 2026.
  • First Dallas Securities bought 3,365 Broadcom shares in Q1 2026, an estimated $1.11M.
  • Broadcom made up 0.54% of First Dallas Securities's portfolio in Q1 2026, its #43 holding.
  • First Dallas Securities first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on First Dallas Securities's 13F filing for Q1 2026, filed 27 Apr 2026.