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Howe & Rusling’s Broadcom AVGO Stock Holding History

Howe & Rusling’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 		$50M Sell
161,641
-8,046
-5% -$2.65M 3.26% 6
2025
Q4 		$58.7M Sell
169,687
-11,619
-6% -$4.16M 3.88% 3
2025
Q3 		$59.8M Sell
181,306
-6,950
-4% -$2.13M 4.1% 1
2025
Q2 		$51.9M Buy
188,256
+9,766
+5% +$2.12M 3.83% 3
2025
Q1 		$29.9M Sell
178,490
-22,064
-11% -$4.67M 2.51% 9
2024
Q4 		$46.5M Sell
200,554
-5,685
-3% -$1.05M 4.01% 2
2024
Q3 		$35.6M Buy
206,239
+2,009
+1% +$322K 3.06% 6
2024
Q2 		$32.8M Buy
204,230
+2,740
+1% +$384K 2.99% 5
2024
Q1 		$26.7M Buy
201,490
+1,080
+0.5% +$134K 2.56% 8
2023
Q4 		$22.4M Buy
200,410
+18,090
+10% +$1.71M 2.37% 9
2023
Q3 		$15.1M Buy
182,320
+860
+0.5% +$74.5K 1.79% 14
2023
Q2 		$15.7M Sell
181,460
-2,980
-2% -$213K 1.76% 13
2023
Q1 		$11.8M Buy
184,440
+2,130
+1% +$128K 1.41% 19
2022
Q4 		$10.2M Sell
182,310
-1,100
-0.6% -$55.2K 1.28% 24
2022
Q3 		$8.14M Sell
183,410
-480
-0.3% -$24.5K 1.08% 32
2022
Q2 		$8.93M Buy
183,890
+2,200
+1% +$123K 1.13% 30
2022
Q1 		$11.4M Buy
181,690
+2,230
+1% +$132K 1.32% 22
2021
Q4 		$11.9M Sell
179,460
-310
-0.2% -$17.4K 1.4% 18
2021
Q3 		$8.72M Sell
179,770
-790
-0.4% -$38.4K 1.09% 30
2021
Q2 		$8.61M Buy
180,560
+130
+0.1% +$6.02K 1.09% 34
2021
Q1 		$8.37M Buy
180,430
+172,590
+2,201% +$7.98M 1.14% 29
2020
Q4 		$343K Sell
7,840
-80
-1% -$3.12K 0.05% 122
2020
Q3 		$289K Sell
7,920
-3,930
-33% -$132K 0.05% 125
2020
Q2 		$374K Sell
11,850
-28,720
-71% -$804K 0.07% 103
2020
Q1 		$962K Sell
40,570
-350,900
-90% -$9.89M 0.21% 73
2019
Q4 		$12.4M Buy
391,470
+3,530
+0.9% +$107K 2.05% 10
2019
Q3 		$10.7M Sell
387,940
-109,630
-22% -$3.12M 1.88% 12
2019
Q2 		$14.3M Sell
497,570
-19,770
-4% -$576K 2.47% 5
2019
Q1 		$15.6M Sell
517,340
-147,940
-22% -$4.01M 2.69% 5
2018
Q4 		$16.9M Buy
665,280
+1,240
+0.2% +$29.3K 3.58% 2
2018
Q3 		$16.4M Sell
664,040
-6,130
-0.9% -$137K 2.74% 5
2018
Q2 		$16.3M Buy
670,170
+10,080
+2% +$247K 2.94% 2
2018
Q1 		$15.6M Buy
660,090
+230,630
+54% +$5.81M 2.82% 2
2017
Q4 		$11M Sell
429,460
-3,620
-0.8% -$94.1K 2.01% 11
2017
Q3 		$10.5M Buy
433,080
+192,380
+80% +$4.76M 1.94% 11
2017
Q2 		$5.61M Sell
240,700
-67,160
-22% -$1.56M 1.14% 34
2017
Q1 		$6.74M Sell
307,860
-44,230
-13% -$911K 1.35% 26
2016
Q4 		$6.22M Sell
352,090
-14,640
-4% -$254K 1.37% 25
2016
Q3 		$6.33M Sell
366,730
-51,250
-12% -$857K 1.36% 25
2016
Q2 		$6.5M Sell
417,980
-22,660
-5% -$345K 1.43% 17
2016
Q1 		$6.81M Sell
440,640
-8,230
-2% -$111K 1.53% 11
2015
Q4 		$6.51M Sell
448,870
-930
-0.2% -$12.1K 1.5% 16
2015
Q3 		$5.62M Buy
449,800
+443,680
+7,250% +$5.61M 1.4% 23
2015
Q2 		$81K Sell
6,120
-80
-1% -$1.05K 0.02% 242
2015
Q1 		$79K Sell
6,200
-3,470
-36% -$39.8K 0.02% 234
2014
Q4 		$97K Buy
9,670
+120
+1% +$1.07K 0.02% 204
2014
Q3 		$83K Buy
+9,550
New +$74.6K 0.02% 224
2014
Q2 		– Sell
-18,820
Closed -$121K – 831
2014
Q1 		$121K Buy
18,820
+1,000
+6% +$5.86K 0.03% 190
2013
Q4 		$94K Sell
17,820
-7,450
-29% -$34.3K 0.02% 210
2013
Q3 		$108K Buy
25,270
+4,270
+20% +$16.4K 0.04% 191
2013
Q2 		$78K Buy
+21,000
New +$73.2K 0.02% 257

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

Howe & Rusling's AVGO Position: Q1 2026 in Review

Howe & Rusling reduced its Broadcom (AVGO) stake by 4.7% in Q1 2026, selling an estimated $2.65M and leaving 161,641 shares worth $50M. The position accounts for 3.26% of the portfolio, ranked #6.

Howe & Rusling first reported a position in AVGO in Q2 2013 and has held it in 51 quarters since. The position peaked at $59.8M in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Howe & Rusling held 161,641 shares of Broadcom worth $50M as of Q1 2026.
  • Howe & Rusling sold 8,046 Broadcom shares in Q1 2026, an estimated $2.65M.
  • Broadcom made up 3.26% of Howe & Rusling's portfolio in Q1 2026, its #6 holding.
  • Howe & Rusling first reported a position in Broadcom in Q2 2013 and has held it in 51 quarters since.
  • Howe & Rusling's Broadcom position peaked at $59.8M in Q3 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.