First Financial Bankshares’s Broadcom AVGO Stock Holding History

First Financial Bankshares’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	$217M	Buy	700,962 +7,804	+1%	+$2.57M	4.38%	2
2025 Q4	$240M	Sell	693,158 -83,889	-11%	-$30M	4.83%	2
2025 Q3	$256M	Sell	777,047 -18,322	-2%	-$5.62M	5.27%	2
2025 Q2	$219M	Sell	795,369 -5,403	-0.7%	-$1.17M	4.91%	3
2025 Q1	$134M	Buy	800,772 +84,250	+12%	+$17.8M	2.89%	7
2024 Q4	$166M	Sell	716,522 -116,145	-14%	-$21.5M	3.59%	6
2024 Q3	$144M	Buy	832,667 +1,107	+0.1%	+$177K	3.02%	7
2024 Q2	$134M	Sell	831,560 -760	-0.1%	-$107K	3.06%	7
2024 Q1	$110M	Sell	832,320 -3,880	-0.5%	-$481K	2.49%	8
2023 Q4	$93.3M	Buy	+836,200	New	+$79.2M	2.24%	10

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

First Financial Bankshares's AVGO Position: Q1 2026 in Review

First Financial Bankshares increased its Broadcom (AVGO) stake by 1.1% in Q1 2026, buying an estimated $2.57M and bringing the position to 700,962 shares worth $217M. The position accounts for 4.38% of the portfolio, ranked #2.

First Financial Bankshares first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $256M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

First Financial Bankshares held 700,962 shares of Broadcom worth $217M as of Q1 2026.
First Financial Bankshares bought 7,804 Broadcom shares in Q1 2026, an estimated $2.57M.
Broadcom made up 4.38% of First Financial Bankshares's portfolio in Q1 2026, its #2 holding.
First Financial Bankshares first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
First Financial Bankshares's Broadcom position peaked at $256M in Q3 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on First Financial Bankshares's 13F filing for Q1 2026, filed 11 May 2026.