Johnson Financial Group LLC (Colorado)’s Broadcom AVGO Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$1.45M	Buy	4,693 +3,604	+331%	+$1.19M	0.1%	46
2025 Q4	$377K	Sell	1,089 -356	-25%	-$127K	0.02%	77
2025 Q3	$477K	Buy	+1,445	New	+$443K	0.04%	52
2025 Q2	–	Sell	-1,618	Closed	-$271K	–	79
2025 Q1	$271K	Buy	+1,618	New	+$342K	0.03%	75
2018 Q1	–	Sell	-8,150	Closed	-$209K	–	68
2017 Q4	$209K	Sell	8,150 -2,300	-22%	-$59.8K	0.16%	76
2017 Q3	$253K	Sell	10,450 -380	-4%	-$9.39K	0.21%	57
2017 Q2	$252K	Buy	10,830 +480	+5%	+$11.1K	0.21%	50
2017 Q1	$227K	Sell	10,350 -8,550	-45%	-$176K	0.26%	49
2016 Q4	$334K	Buy	+18,900	New	+$327K	0.27%	52

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

Johnson Financial Group LLC (Colorado)'s AVGO Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Broadcom (AVGO) stake by 331% in Q1 2026, buying an estimated $1.19M and bringing the position to 4,693 shares worth $1.45M. The position accounts for 0.1% of the portfolio, ranked #46.

Johnson Financial Group LLC (Colorado) first reported a position in AVGO in Q4 2016 and has held it in 9 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 4,693 shares of Broadcom worth $1.45M as of Q1 2026.
Johnson Financial Group LLC (Colorado) bought 3,604 Broadcom shares in Q1 2026, an estimated $1.19M.
Broadcom made up 0.1% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #46 holding.
Johnson Financial Group LLC (Colorado) first reported a position in Broadcom in Q4 2016 and has held it in 9 quarters since.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.