Glassy Mountain Advisors’s Broadcom AVGO Stock Holding History

Glassy Mountain 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	$13M	Sell	41,999 -177	-0.4%	-$58.2K	4.04%	5
2025 Q4	$14.6M	Sell	42,176 -14,495	-26%	-$5.18M	4.41%	5
2025 Q3	$18.7M	Sell	56,671 -1,334	-2%	-$409K	5.63%	2
2025 Q2	$16M	Sell	58,005 -1,082	-2%	-$235K	5.15%	2
2025 Q1	$9.89M	Sell	59,087 -3,394	-5%	-$718K	3.5%	7
2024 Q4	$14.5M	Sell	62,481 -165	-0.3%	-$30.5K	4.96%	3
2024 Q3	$10.8M	Sell	62,646 -774	-1%	-$124K	3.8%	7
2024 Q2	$10.2M	Sell	63,420 -40	-0.1%	-$5.61K	3.78%	9
2024 Q1	$8.41M	Sell	63,460 -3,420	-5%	-$424K	3.17%	13
2023 Q4	$7.47M	Sell	66,880 -1,690	-2%	-$160K	3.08%	12
2023 Q3	$5.73M	Sell	68,570 -4,080	-6%	-$354K	2.73%	15
2023 Q2	$6.3M	Buy	+72,650	New	+$5.18M	2.81%	11
2023 Q1	–	Sell	-68,100	Closed	-$3.81M	–	34
2022 Q4	$3.81M	Buy	+68,100	New	+$3.41M	2.1%	17
2022 Q2	$3.11M	Sell	64,110 -410	-0.6%	-$23K	1.86%	20
2022 Q1	$4.06M	Buy	64,520 +3,110	+5%	+$185K	2.09%	15
2021 Q4	$4.09M	Buy	+61,410	New	+$3.45M	2.11%	15

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

Glassy Mountain Advisors's AVGO Position: Q1 2026 in Review

Glassy Mountain Advisors reduced its Broadcom (AVGO) stake by 0.42% in Q1 2026, selling an estimated $58.2K and leaving 41,999 shares worth $13M. The position accounts for 4.04% of the portfolio, ranked #5.

Glassy Mountain Advisors first reported a position in AVGO in Q4 2021 and has held it in 16 quarters since. The position peaked at $18.7M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Glassy Mountain Advisors held 41,999 shares of Broadcom worth $13M as of Q1 2026.
Glassy Mountain Advisors sold 177 Broadcom shares in Q1 2026, an estimated $58.2K.
Broadcom made up 4.04% of Glassy Mountain Advisors's portfolio in Q1 2026, its #5 holding.
Glassy Mountain Advisors first reported a position in Broadcom in Q4 2021 and has held it in 16 quarters since.
Glassy Mountain Advisors's Broadcom position peaked at $18.7M in Q3 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Glassy Mountain Advisors's 13F filing for Q1 2026, filed 8 May 2026.