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Fortress Financial Solutions’s Broadcom AVGO Stock Holding History

Fortress Financial Solutions’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 		$1.12M Sell
3,606
-57
-2% -$18.8K 1.17% 20
2025
Q4 		$1.27M Sell
3,663
-124
-3% -$44.3K 1.3% 20
2025
Q3 		$1.25M Sell
3,787
-12
-0.3% -$3.68K 1.36% 19
2025
Q2 		$1.05M Buy
3,799
+576
+18% +$125K 1.31% 20
2025
Q1 		$540K Buy
3,223
+62
+2% +$13.1K 0.78% 25
2024
Q4 		$733K Buy
+3,161
New +$585K 1.04% 21

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

Fortress Financial Solutions's AVGO Position: Q1 2026 in Review

Fortress Financial Solutions reduced its Broadcom (AVGO) stake by 1.6% in Q1 2026, selling an estimated $18.8K and leaving 3,606 shares worth $1.12M. The position accounts for 1.17% of the portfolio, ranked #20.

Fortress Financial Solutions first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.27M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Fortress Financial Solutions held 3,606 shares of Broadcom worth $1.12M as of Q1 2026.
  • Fortress Financial Solutions sold 57 Broadcom shares in Q1 2026, an estimated $18.8K.
  • Broadcom made up 1.17% of Fortress Financial Solutions's portfolio in Q1 2026, its #20 holding.
  • Fortress Financial Solutions first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Fortress Financial Solutions's Broadcom position peaked at $1.27M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.