Glass Jacobson Investment Advisors’s Broadcom AVGO Stock Holding History

Glass Jacobson Investment Advisors’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	$1.09M	Sell	3,536 -48	-1%	-$15.8K	0.38%	79
2025 Q4	$1.24M	Sell	3,584 -48	-1%	-$17.2K	0.45%	71
2025 Q3	$1.2M	Buy	3,632 +7	+0.2%	+$2.15K	0.43%	75
2025 Q2	$999K	Sell	3,625 -30	-0.8%	-$6.51K	0.39%	80
2025 Q1	$847K	Hold	3,655	–	–	0.28%	102
2024 Q4	$847K	Buy	3,655 +59	+2%	+$10.9K	0.28%	102
2024 Q3	$620K	Buy	3,596 +16	+0.4%	+$2.56K	0.21%	121
2024 Q2	$576K	Buy	3,580 +20	+0.6%	+$2.8K	0.21%	115
2024 Q1	$472K	Sell	3,560 -200	-5%	-$24.8K	0.18%	130
2023 Q4	$420K	Buy	3,760 +20	+0.5%	+$1.89K	0.17%	135
2023 Q3	$311K	Buy	3,740 +330	+10%	+$28.6K	0.14%	157
2023 Q2	$296K	Buy	+3,410	New	+$243K	0.14%	164
2022 Q4	$157K	Buy	+2,800	New	+$140K	0.08%	216

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

Glass Jacobson Investment Advisors's AVGO Position: Q1 2026 in Review

Glass Jacobson Investment Advisors reduced its Broadcom (AVGO) stake by 1.3% in Q1 2026, selling an estimated $15.8K and leaving 3,536 shares worth $1.09M. The position accounts for 0.38% of the portfolio, ranked #79.

Glass Jacobson Investment Advisors first reported a position in AVGO in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.24M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Glass Jacobson Investment Advisors held 3,536 shares of Broadcom worth $1.09M as of Q1 2026.
Glass Jacobson Investment Advisors sold 48 Broadcom shares in Q1 2026, an estimated $15.8K.
Broadcom made up 0.38% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #79 holding.
Glass Jacobson Investment Advisors first reported a position in Broadcom in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's Broadcom position peaked at $1.24M in Q4 2025.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.