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Goepper Burkhardt’s Broadcom AVGO Stock Holding History

Goepper Burkhardt’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 		$966K Buy
3,121
+779
+33% +$256K 0.32% 37
2025
Q4 		$811K Buy
2,342
+694
+42% +$248K 0.26% 42
2025
Q3 		$544K Sell
1,648
-50
-3% -$15.3K 0.19% 60
2025
Q2 		$468K Buy
1,698
+228
+16% +$49.5K 0.17% 64
2025
Q1 		$246K Buy
1,470
+40
+3% +$8.47K 0.1% 83
2024
Q4 		$332K Sell
1,430
-140
-9% -$25.9K 0.13% 63
2024
Q3 		$271K Buy
+1,570
New +$252K 0.11% 68

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

Goepper Burkhardt's AVGO Position: Q1 2026 in Review

Goepper Burkhardt increased its Broadcom (AVGO) stake by 33% in Q1 2026, buying an estimated $256K and bringing the position to 3,121 shares worth $966K. The position accounts for 0.32% of the portfolio, ranked #37.

Goepper Burkhardt first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Goepper Burkhardt held 3,121 shares of Broadcom worth $966K as of Q1 2026.
  • Goepper Burkhardt bought 779 Broadcom shares in Q1 2026, an estimated $256K.
  • Broadcom made up 0.32% of Goepper Burkhardt's portfolio in Q1 2026, its #37 holding.
  • Goepper Burkhardt first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.