FRG Family Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.1M | Sell |
87,589
-1,174
| -1% | -$386K | 4.44% | 4 |
|
|
2025
Q4 | $30.7M | Sell |
88,763
-5,799
| -6% | -$2.07M | 4.77% | 4 |
|
|
2025
Q3 | $31.2M | Sell |
94,562
-1,616
| -2% | -$496K | 5.02% | 4 |
|
|
2025
Q2 | $26.5M | Buy |
96,178
+1,021
| +1% | +$222K | 4.61% | 4 |
|
|
2025
Q1 | $15.9M | Sell |
95,157
-2,516
| -3% | -$533K | 3.08% | 6 |
|
|
2024
Q4 | $22.6M | Sell |
97,673
-4,154
| -4% | -$768K | 4.11% | 5 |
|
|
2024
Q3 | $17.6M | Sell |
101,827
-916,143
| -90% | -$147M | 3.14% | 7 |
|
|
2024
Q2 | $14.7M | Buy |
1,017,970
+917,180
| +910% | +$129M | 2.84% | 9 |
|
|
2024
Q1 | $13.1M | Buy |
100,790
+2,780
| +3% | +$344K | 2.57% | 10 |
|
|
2023
Q4 | $10.9M | Buy |
98,010
+400
| +0.4% | +$37.9K | 2.22% | 11 |
|
|
2023
Q3 | $8.11M | Buy |
97,610
+780
| +0.8% | +$67.6K | 1.83% | 13 |
|
|
2023
Q2 | $8.4M | Sell |
96,830
-600
| -0.6% | -$42.8K | 1.84% | 13 |
|
|
2023
Q1 | $6.25M | Sell |
97,430
-1,140
| -1% | -$68.6K | 1.43% | 21 |
|
|
2022
Q4 | $5.51M | Sell |
98,570
-1,930
| -2% | -$96.8K | 1.31% | 24 |
|
|
2022
Q3 | $4.46M | Buy |
100,500
+310
| +0.3% | +$15.8K | 1.1% | 27 |
|
|
2022
Q2 | $4.87M | Buy |
100,190
+520
| +0.5% | +$29.2K | 1.12% | 27 |
|
|
2022
Q1 | $6.28M | Sell |
99,670
-460
| -0.5% | -$27.3K | 1.22% | 24 |
|
|
2021
Q4 | $6.66M | Sell |
100,130
-3,090
| -3% | -$174K | 1.24% | 24 |
|
|
2021
Q3 | $5.01M | Buy |
103,220
+450
| +0.4% | +$21.9K | 0.98% | 29 |
|
|
2021
Q2 | $4.9M | Buy |
102,770
+7,020
| +7% | +$325K | 0.93% | 29 |
|
|
2021
Q1 | $4.44M | Buy |
95,750
+3,510
| +4% | +$162K | 0.9% | 29 |
|
|
2020
Q4 | $4.04M | Sell |
92,240
-1,840
| -2% | -$71.7K | 0.88% | 31 |
|
|
2020
Q3 | $3.43M | Sell |
94,080
-2,430
| -3% | -$81.4K | 0.83% | 34 |
|
|
2020
Q2 | $3.05M | Buy |
96,510
+60
| +0.1% | +$1.68K | 0.8% | 35 |
|
|
2020
Q1 | $2.29M | Buy |
96,450
+450
| +0.5% | +$12.7K | 0.69% | 40 |
|
|
2019
Q4 | $3.03M | Buy |
96,000
+50
| +0.1% | +$1.52K | 0.73% | 39 |
|
|
2019
Q3 | $2.65M | Sell |
95,950
-6,050
| -6% | -$172K | 0.68% | 45 |
|
|
2019
Q2 | $2.94M | Buy |
102,000
+3,950
| +4% | +$115K | 0.77% | 42 |
|
|
2019
Q1 | $2.95M | Buy |
98,050
+9,350
| +11% | +$253K | 0.84% | 36 |
|
|
2018
Q4 | $2.25M | Buy |
88,700
+37,600
| +74% | +$887K | 0.74% | 43 |
|
|
2018
Q3 | $1.26M | Buy |
51,100
+23,060
| +82% | +$517K | 0.35% | 77 |
|
|
2018
Q2 | $680K | Buy |
+28,040
| New | +$687K | 0.2% | 94 |
|
Other funds holding AVGO
VCM
VPM
FRG Family Wealth Advisors's AVGO Position: Q1 2026 in Review
FRG Family Wealth Advisors reduced its Broadcom (AVGO) stake by 1.3% in Q1 2026, selling an estimated $386K and leaving 87,589 shares worth $27.1M. The position accounts for 4.44% of the portfolio, ranked #4.
FRG Family Wealth Advisors first reported a position in AVGO in Q2 2018 and has held it in 32 quarters since. The position peaked at $31.2M in Q3 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- FRG Family Wealth Advisors held 87,589 shares of Broadcom worth $27.1M as of Q1 2026.
- FRG Family Wealth Advisors sold 1,174 Broadcom shares in Q1 2026, an estimated $386K.
- Broadcom made up 4.44% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #4 holding.
- FRG Family Wealth Advisors first reported a position in Broadcom in Q2 2018 and has held it in 32 quarters since.
- FRG Family Wealth Advisors's Broadcom position peaked at $31.2M in Q3 2025.
- 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.