Guerra Pan Advisors’s Broadcom AVGO Stock Holding History

Guerra Pan 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	$8.99M	Buy	29,052 +728	+3%	+$240K	5.56%	2
2025 Q4	$9.8M	Sell	28,324 -368	-1%	-$132K	5.82%	2
2025 Q3	$9.47M	Hold	28,692	–	–	5.73%	2
2025 Q2	$7.91M	Buy	28,692 +1,058	+4%	+$230K	5.21%	2
2025 Q1	$4.63M	Buy	27,634 +3,049	+12%	+$645K	3.63%	4
2024 Q4	$5.7M	Buy	24,585 +225	+0.9%	+$41.6K	4.13%	4
2024 Q3	$4.2M	Hold	24,360	–	–	3.36%	5
2024 Q2	$3.91M	Hold	24,360	–	–	3.27%	5
2024 Q1	$3.23M	Sell	24,360 -60	-0.2%	-$7.43K	2.99%	8
2023 Q4	$2.73M	Hold	24,420	–	–	2.6%	10
2023 Q3	$2.03M	Hold	24,420	–	–	2.34%	11
2023 Q2	$2.12M	Hold	24,420	–	–	2.35%	11
2023 Q1	$1.57M	Hold	24,420	–	–	1.97%	13
2022 Q4	$1.37M	Hold	24,420	–	–	1.87%	14
2022 Q3	$1.12M	Hold	24,420	–	–	1.64%	16
2022 Q2	$1.31M	Hold	24,420	–	–	1.62%	16
2022 Q1	$1.37M	Hold	24,420	–	–	1.65%	14
2021 Q4	$1.63M	Buy	+24,420	New	+$1.37M	1.61%	17

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

Guerra Pan Advisors's AVGO Position: Q1 2026 in Review

Guerra Pan Advisors increased its Broadcom (AVGO) stake by 2.6% in Q1 2026, buying an estimated $240K and bringing the position to 29,052 shares worth $8.99M. The position accounts for 5.56% of the portfolio, ranked #2.

Guerra Pan Advisors first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.8M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Guerra Pan Advisors held 29,052 shares of Broadcom worth $8.99M as of Q1 2026.
Guerra Pan Advisors bought 728 Broadcom shares in Q1 2026, an estimated $240K.
Broadcom made up 5.56% of Guerra Pan Advisors's portfolio in Q1 2026, its #2 holding.
Guerra Pan Advisors first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
Guerra Pan Advisors's Broadcom position peaked at $9.8M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.