Gould Asset Management’s Broadcom AVGO Stock Holding History

Gould Asset Management’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	$2.22M	Buy	7,182 +564	+9%	+$186K	0.39%	33
2025 Q4	$2.29M	Sell	6,618 -217	-3%	-$77.6K	0.41%	33
2025 Q3	$2.25M	Buy	6,835 +150	+2%	+$46K	0.42%	31
2025 Q2	$1.84M	Sell	6,685 -245	-4%	-$53.2K	0.36%	38
2025 Q1	$1.16M	Buy	6,930 +5	+0.1%	+$1.06K	0.24%	55
2024 Q4	$1.61M	Buy	6,925 +145	+2%	+$26.8K	0.34%	41
2024 Q3	$1.17M	Sell	6,780 -390	-5%	-$62.5K	0.25%	50
2024 Q2	$1.15M	Buy	7,170 +90	+1%	+$12.6K	0.27%	48
2024 Q1	$938K	Hold	7,080	–	–	0.23%	52
2023 Q4	$790K	Sell	7,080 -250	-3%	-$23.7K	0.2%	56
2023 Q3	$609K	Buy	7,330 +20	+0.3%	+$1.73K	0.17%	63
2023 Q2	$634K	Hold	7,310	–	–	0.18%	63
2023 Q1	$469K	Sell	7,310 -100	-1%	-$6.02K	0.13%	80
2022 Q4	$414K	Sell	7,410 -450	-6%	-$22.6K	0.12%	99
2022 Q3	$349K	Buy	7,860 +450	+6%	+$23K	0.12%	86
2022 Q2	$360K	Buy	7,410 +2,000	+37%	+$112K	0.12%	96
2022 Q1	$341K	Buy	5,410 +50	+0.9%	+$2.97K	0.1%	95
2021 Q4	$357K	Buy	+5,360	New	+$301K	0.1%	98

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

Gould Asset Management's AVGO Position: Q1 2026 in Review

Gould Asset Management increased its Broadcom (AVGO) stake by 8.5% in Q1 2026, buying an estimated $186K and bringing the position to 7,182 shares worth $2.22M. The position accounts for 0.39% of the portfolio, ranked #33.

Gould Asset Management first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.29M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Gould Asset Management held 7,182 shares of Broadcom worth $2.22M as of Q1 2026.
Gould Asset Management bought 564 Broadcom shares in Q1 2026, an estimated $186K.
Broadcom made up 0.39% of Gould Asset Management's portfolio in Q1 2026, its #33 holding.
Gould Asset Management first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
Gould Asset Management's Broadcom position peaked at $2.29M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.