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AVGO icon

Heritage Trust’s Broadcom AVGO Stock Holding History

Heritage Trust’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 		$3.03M Buy
9,782
+684
+8% +$225K 0.3% 87
2025
Q4 		$3.15M Buy
9,098
+1,061
+13% +$379K 0.32% 79
2025
Q3 		$2.65M Buy
8,037
+2,022
+34% +$620K 0.28% 86
2025
Q2 		$1.66M Hold
6,015
– – 0.19% 125
2025
Q1 		$1.01M Hold
6,015
– – 0.12% 155
2024
Q4 		$1.39M Buy
+6,015
New +$1.11M 0.16% 131
2024
Q2 		$936K Buy
5,830
+900
+18% +$126K 0.12% 148
2024
Q1 		$653K Sell
4,930
-1,100
-18% -$136K 0.09% 173
2023
Q4 		$673K Buy
6,030
+880
+17% +$83.3K 0.09% 169
2023
Q3 		$428K Sell
5,150
-35,610
-87% -$3.09M 0.07% 188
2023
Q2 		$3.54M Buy
40,760
+1,480
+4% +$106K 0.52% 56
2023
Q1 		$2.52M Buy
39,280
+3,990
+11% +$240K 0.4% 76
2022
Q4 		$1.97M Buy
35,290
+3,430
+11% +$172K 0.32% 87
2022
Q3 		$1.41M Sell
31,860
-30
-0.1% -$1.53K 0.25% 102
2022
Q2 		$1.55M Sell
31,890
-460
-1% -$25.8K 0.25% 101
2022
Q1 		$2.04M Buy
32,350
+15,270
+89% +$907K 0.29% 91
2021
Q4 		$1.14M Buy
17,080
+5,360
+46% +$301K 0.15% 129
2021
Q3 		$568K Buy
11,720
+7,190
+159% +$350K 0.08% 171
2021
Q2 		$216K Buy
+4,530
New +$210K 0.03% 231

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

Heritage Trust's AVGO Position: Q1 2026 in Review

Heritage Trust increased its Broadcom (AVGO) stake by 7.5% in Q1 2026, buying an estimated $225K and bringing the position to 9,782 shares worth $3.03M. The position accounts for 0.3% of the portfolio, ranked #87.

Heritage Trust first reported a position in AVGO in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.54M in Q2 2023. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Heritage Trust held 9,782 shares of Broadcom worth $3.03M as of Q1 2026.
  • Heritage Trust bought 684 Broadcom shares in Q1 2026, an estimated $225K.
  • Broadcom made up 0.3% of Heritage Trust's portfolio in Q1 2026, its #87 holding.
  • Heritage Trust first reported a position in Broadcom in Q2 2021 and has held it in 19 quarters since.
  • Heritage Trust's Broadcom position peaked at $3.54M in Q2 2023.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.