FAG
AVGO icon

Fortitude Advisory Group’s Broadcom AVGO Stock Holding History

Fortitude Advisory 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 		$4.35M Sell
14,069
-1,871
-12% -$616K 1.96% 7
2025
Q4 		$5.52M Buy
15,940
+1,591
+11% +$569K 2.34% 8
2025
Q3 		$4.73M Buy
14,349
+1,017
+8% +$312K 2.54% 6
2025
Q2 		$3.68M Buy
13,332
+349
+3% +$75.8K 2.1% 7
2025
Q1 		$2.27M Buy
12,983
+1,174
+10% +$248K 1.63% 12
2024
Q4 		$2.74M Buy
11,809
+214
+2% +$39.6K 1.65% 13
2024
Q3 		$2M Buy
11,595
+805
+7% +$129K 1.26% 13
2024
Q2 		$1.73M Buy
10,790
+2,750
+34% +$385K 1.04% 16
2024
Q1 		$1.07M Buy
8,040
+1,040
+15% +$129K 0.6% 22
2023
Q4 		$781K Sell
7,000
-10
-0.1% -$947 0.47% 41
2023
Q3 		$582K Buy
7,010
+1,370
+24% +$119K 0.39% 54
2023
Q2 		$489K Sell
5,640
-10
-0.2% -$713 0.36% 63
2023
Q1 		$362K Buy
5,650
+100
+2% +$6.02K 0.28% 91
2022
Q4 		$310K Buy
5,550
+100
+2% +$5.01K 0.26% 111
2022
Q3 		$242K Buy
5,450
+1,290
+31% +$65.9K 0.23% 124
2022
Q2 		$202K Buy
4,160
+390
+10% +$21.9K 0.18% 173
2022
Q1 		$237K Hold
3,770
– – 0.13% 170
2021
Q4 		$251K Buy
+3,770
New +$212K 0.13% 162

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

Fortitude Advisory Group's AVGO Position: Q1 2026 in Review

Fortitude Advisory Group reduced its Broadcom (AVGO) stake by 12% in Q1 2026, selling an estimated $616K and leaving 14,069 shares worth $4.35M. The position accounts for 1.96% of the portfolio, ranked #7.

Fortitude Advisory Group first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.52M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Fortitude Advisory Group held 14,069 shares of Broadcom worth $4.35M as of Q1 2026.
  • Fortitude Advisory Group sold 1,871 Broadcom shares in Q1 2026, an estimated $616K.
  • Broadcom made up 1.96% of Fortitude Advisory Group's portfolio in Q1 2026, its #7 holding.
  • Fortitude Advisory Group first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
  • Fortitude Advisory Group's Broadcom position peaked at $5.52M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Fortitude Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.