Idaho Trust Bank’s Broadcom AVGO Stock Holding History

Idaho Trust Bank’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	$628K	Sell	2,030 -80	-4%	-$26.3K	0.2%	64
2025 Q4	$730K	Buy	2,110 +61	+3%	+$21.8K	0.24%	62
2025 Q3	$676K	Hold	2,049	–	–	0.23%	66
2025 Q2	$565K	Sell	2,049 -1,408	-41%	-$306K	0.2%	70
2025 Q1	$579K	Buy	+3,457	New	+$732K	0.24%	69
2024 Q4	–	Sell	-2,090	Closed	-$361K	–	76
2024 Q3	$361K	Hold	2,090	–	–	0.17%	66
2024 Q2	$336K	Buy	+2,090	New	+$293K	0.17%	68
2024 Q1	–	Sell	-3,620	Closed	-$404K	–	92
2023 Q4	$404K	Sell	3,620 -150	-4%	-$14.2K	0.23%	62
2023 Q3	$313K	Buy	+3,770	New	+$327K	0.2%	65

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

Idaho Trust Bank's AVGO Position: Q1 2026 in Review

Idaho Trust Bank reduced its Broadcom (AVGO) stake by 3.8% in Q1 2026, selling an estimated $26.3K and leaving 2,030 shares worth $628K. The position accounts for 0.2% of the portfolio, ranked #64.

Idaho Trust Bank first reported a position in AVGO in Q3 2023 and has held it in 9 quarters since. The position peaked at $730K in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Idaho Trust Bank held 2,030 shares of Broadcom worth $628K as of Q1 2026.
Idaho Trust Bank sold 80 Broadcom shares in Q1 2026, an estimated $26.3K.
Broadcom made up 0.2% of Idaho Trust Bank's portfolio in Q1 2026, its #64 holding.
Idaho Trust Bank first reported a position in Broadcom in Q3 2023 and has held it in 9 quarters since.
Idaho Trust Bank's Broadcom position peaked at $730K in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Idaho Trust Bank's 13F filing for Q1 2026, filed 8 May 2026.