Jacobsen Capital Management’s Broadcom AVGO Stock Holding History

Jacobsen Capital 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	$2.97M	Buy	9,589 +191	+2%	+$62.8K	1%	17
2025 Q4	$3.25M	Sell	9,398 -93	-1%	-$33.3K	1.06%	15
2025 Q3	$3.13M	Buy	9,491 +243	+3%	+$74.5K	1.06%	16
2025 Q2	$2.55M	Buy	9,248 +926	+11%	+$201K	0.94%	17
2025 Q1	$1.39M	Buy	8,322 +193	+2%	+$40.8K	0.61%	19
2024 Q4	$1.88M	Buy	8,129 +137	+2%	+$25.3K	0.8%	18
2024 Q3	$1.38M	Buy	7,992 +192	+2%	+$30.8K	0.58%	17
2024 Q2	$1.25M	Buy	7,800 +340	+5%	+$47.6K	0.56%	18
2024 Q1	$989K	Buy	7,460 +90	+1%	+$11.2K	0.46%	19
2023 Q4	$823K	Hold	7,370	–	–	0.42%	24
2023 Q3	$612K	Sell	7,370 -220	-3%	-$19.1K	0.33%	31
2023 Q2	$658K	Buy	7,590 +790	+12%	+$56.3K	0.34%	30
2023 Q1	$436K	Buy	+6,800	New	+$409K	0.23%	43

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

Jacobsen Capital Management's AVGO Position: Q1 2026 in Review

Jacobsen Capital Management increased its Broadcom (AVGO) stake by 2% in Q1 2026, buying an estimated $62.8K and bringing the position to 9,589 shares worth $2.97M. The position accounts for 1% of the portfolio, ranked #17.

Jacobsen Capital Management first reported a position in AVGO in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.25M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Jacobsen Capital Management held 9,589 shares of Broadcom worth $2.97M as of Q1 2026.
Jacobsen Capital Management bought 191 Broadcom shares in Q1 2026, an estimated $62.8K.
Broadcom made up 1% of Jacobsen Capital Management's portfolio in Q1 2026, its #17 holding.
Jacobsen Capital Management first reported a position in Broadcom in Q1 2023 and has held it in 13 quarters since.
Jacobsen Capital Management's Broadcom position peaked at $3.25M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.