First Heartland Consultants’s Broadcom AVGO Stock Holding History

First Heartland Consultants’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 Q3	$1.93M	Buy	5,489 +567	+12%	+$213K	0.13%	142
2026 Q2	$1.86M	Buy	4,922 +2,236	+83%	+$897K	0.12%	142
2026 Q1	$831K	Buy	2,686 +105	+4%	+$34.5K	0.06%	209
2025 Q4	$893K	Sell	2,581 -39	-1%	-$13.9K	0.07%	198
2025 Q3	$864K	Buy	2,620 +62	+2%	+$19K	0.07%	193
2025 Q2	$705K	Buy	2,558 +700	+38%	+$152K	0.06%	210
2025 Q1	$311K	Sell	1,858 -5	-0.3%	-$1.06K	0.03%	340
2024 Q4	$432K	Sell	1,863 -3,706	-67%	-$685K	0.04%	265
2024 Q3	$961K	Sell	5,569 -3,431	-38%	-$550K	0.1%	143
2024 Q2	$1.45M	Buy	9,000 +2,770	+44%	+$388K	0.1%	136
2024 Q1	$826K	Sell	6,230 -870	-12%	-$108K	0.09%	182
2023 Q4	$793K	Buy	7,100 +1,090	+18%	+$103K	0.1%	163
2023 Q3	$499K	Sell	6,010 -510	-8%	-$44.2K	0.06%	211
2023 Q2	$566K	Sell	6,520 -990	-13%	-$70.6K	0.07%	197
2023 Q1	$482K	Buy	7,510 +420	+6%	+$25.3K	0.07%	199
2022 Q4	$396K	Sell	7,090 -560	-7%	-$28.1K	0.06%	239
2022 Q3	$339K	Buy	7,650 +600	+9%	+$30.7K	0.03%	230
2022 Q2	$342K	Sell	7,050 -5,480	-44%	-$308K	0.05%	239
2022 Q1	$789K	Sell	12,530 -280	-2%	-$16.6K	0.12%	140
2021 Q4	$852K	Sell	12,810 -830	-6%	-$46.7K	0.03%	130
2021 Q3	$661K	Sell	13,640 -3,930	-22%	-$191K	0.1%	162
2021 Q2	$838K	Buy	17,570 +11,520	+190%	+$534K	0.13%	147
2021 Q1	$281K	Sell	6,050 -160	-3%	-$7.4K	0.04%	294
2020 Q4	$272K	Buy	6,210 +30	+0.5%	+$1.17K	0.05%	259
2020 Q3	$225K	Buy	+6,180	New	+$207K	0.04%	257
2017 Q4	–	Sell	-33,830	Closed	-$820K	–	274
2017 Q3	$820K	Sell	33,830 -4,380	-11%	-$108K	0.2%	147
2017 Q2	$890K	Buy	38,210 +560	+1%	+$13K	0.23%	123
2017 Q1	$824K	Buy	37,650 +250	+0.7%	+$5.15K	0.23%	128
2016 Q4	$661K	Sell	37,400 -2,980	-7%	-$51.6K	0.2%	142
2016 Q3	$697K	Buy	+40,380	New	+$675K	0.2%	124

Other funds holding AVGO

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

First Heartland Consultants's AVGO Position: Q3 2026 in Review

First Heartland Consultants increased its Broadcom (AVGO) stake by 12% in Q3 2026, buying an estimated $213K and bringing the position to 5,489 shares worth $1.93M. The position accounts for 0.13% of the portfolio, ranked #142.

First Heartland Consultants first reported a position in AVGO in Q3 2016 and has held it in 30 quarters since. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

First Heartland Consultants held 5,489 shares of Broadcom worth $1.93M as of Q3 2026.
First Heartland Consultants bought 567 Broadcom shares in Q3 2026, an estimated $213K.
Broadcom made up 0.13% of First Heartland Consultants's portfolio in Q3 2026, its #142 holding.
First Heartland Consultants first reported a position in Broadcom in Q3 2016 and has held it in 30 quarters since.
268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.