GLOBALT Investments’s Broadcom AVGO Stock Holding History

GLOBALT Investments’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	$24M	Sell	77,554 -10,187	-12%	-$3.35M	0.86%	22
2025 Q4	$30.4M	Sell	87,741 -2,532	-3%	-$905K	1.11%	21
2025 Q3	$29.8M	Sell	90,273 -17,082	-16%	-$5.24M	1.09%	21
2025 Q2	$29.6M	Sell	107,355 -5,016	-4%	-$1.09M	1.13%	19
2025 Q1	$18.8M	Sell	112,371 -13,022	-10%	-$2.76M	0.77%	20
2024 Q4	$29.1M	Sell	125,393 -1,064	-0.8%	-$197K	1.11%	19
2024 Q3	$21.8M	Sell	126,457 -6,103	-5%	-$978K	0.82%	19
2024 Q2	$21.3M	Buy	132,560 +520	+0.4%	+$72.9K	0.85%	21
2024 Q1	$17.5M	Sell	132,040 -5,670	-4%	-$703K	0.7%	20
2023 Q4	$15.4M	Buy	+137,710	New	+$13M	0.64%	21

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

GLOBALT Investments's AVGO Position: Q1 2026 in Review

GLOBALT Investments reduced its Broadcom (AVGO) stake by 12% in Q1 2026, selling an estimated $3.35M and leaving 77,554 shares worth $24M. The position accounts for 0.86% of the portfolio, ranked #22.

GLOBALT Investments first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $30.4M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

GLOBALT Investments held 77,554 shares of Broadcom worth $24M as of Q1 2026.
GLOBALT Investments sold 10,187 Broadcom shares in Q1 2026, an estimated $3.35M.
Broadcom made up 0.86% of GLOBALT Investments's portfolio in Q1 2026, its #22 holding.
GLOBALT Investments first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
GLOBALT Investments's Broadcom position peaked at $30.4M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.