Jones Financial Companies
AVGO icon

Jones Financial Companies’s Broadcom AVGO Stock Holding History

Jones Financial Companies’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 		$1.13B Buy
3,762,687
+2,160,650
+135% +$711M 0.54% 25
2025
Q4 		$554M Buy
1,602,037
+113,266
+8% +$40.5M 0.34% 34
2025
Q3 		$497M Buy
1,488,771
+104,009
+8% +$31.9M 0.34% 33
2025
Q2 		$374M Buy
1,384,762
+186,583
+16% +$40.5M 0.28% 40
2025
Q1 		$202M Buy
1,198,179
+236,192
+25% +$50M 0.18% 49
2024
Q4 		$223M Buy
961,987
+222,918
+30% +$41.2M 0.21% 47
2024
Q3 		$128M Buy
739,069
+219,259
+42% +$35.2M 0.13% 53
2024
Q2 		$83.5M Buy
519,810
+168,490
+48% +$23.6M 0.1% 55
2024
Q1 		$46.6M Buy
351,320
+28,770
+9% +$3.56M 0.06% 57
2023
Q4 		$36M Sell
322,550
-3,820
-1% -$362K 0.05% 54
2023
Q3 		$27.1M Sell
326,370
-30,310
-8% -$2.63M 0.04% 55
2023
Q2 		$30.9M Sell
356,680
-22,420
-6% -$1.6M 0.05% 53
2023
Q1 		$24.3M Sell
379,100
-13,470
-3% -$810K 0.04% 60
2022
Q4 		$21.9M Buy
392,570
+10,960
+3% +$550K 0.04% 61
2022
Q3 		$16.9M Sell
381,610
-3,840
-1% -$196K 0.03% 61
2022
Q2 		$18.7M Sell
385,450
-12,060
-3% -$677K 0.03% 60
2022
Q1 		$25M Sell
397,510
-640
-0.2% -$38K 0.04% 58
2021
Q4 		$26.5M Sell
398,150
-1,170
-0.3% -$65.8K 0.04% 58
2021
Q3 		$19.4M Buy
399,320
+1,890
+0.5% +$91.9K 0.03% 65
2021
Q2 		$19M Buy
397,430
+16,200
+4% +$751K 0.03% 66
2021
Q1 		$17.7M Buy
381,230
+21,940
+6% +$1.01M 0.03% 69
2020
Q4 		$15.7M Buy
359,290
+39,360
+12% +$1.53M 0.03% 67
2020
Q3 		$11.7M Buy
319,930
+113,810
+55% +$3.81M 0.02% 77
2020
Q2 		$6.51M Buy
206,120
+13,880
+7% +$388K 0.01% 101
2020
Q1 		$4.56M Buy
192,240
+119,670
+165% +$3.37M 0.01% 109
2019
Q4 		$2.29M Buy
72,570
+16,040
+28% +$487K ﹤0.01% 127
2019
Q3 		$1.56M Buy
56,530
+670
+1% +$19K ﹤0.01% 135
2019
Q2 		$1.61M Buy
55,860
+50
+0.1% +$1.46K ﹤0.01% 134
2019
Q1 		$1.68M Sell
55,810
-7,350
-12% -$199K ﹤0.01% 131
2018
Q4 		$1.61M Sell
63,160
-910
-1% -$21.5K ﹤0.01% 133
2018
Q3 		$1.58M Sell
64,070
-1,420
-2% -$31.8K ﹤0.01% 129
2018
Q2 		$1.59M Sell
65,490
-7,330
-10% -$180K ﹤0.01% 130
2018
Q1 		$1.72M Sell
72,820
-9,110
-11% -$229K ﹤0.01% 128
2017
Q4 		$2.1M Sell
81,930
-6,800
-8% -$177K 0.01% 130
2017
Q3 		$2.15M Sell
88,730
-8,270
-9% -$204K 0.01% 130
2017
Q2 		$2.26M Sell
97,000
-40
-0% -$928 0.01% 128
2017
Q1 		$2.13M Buy
97,040
+38,310
+65% +$789K 0.01% 123
2016
Q4 		$1.04M Buy
58,730
+27,530
+88% +$477K ﹤0.01% 144
2016
Q3 		$539K Buy
31,200
+1,660
+6% +$27.8K ﹤0.01% 168
2016
Q2 		$459K Sell
29,540
-3,870
-12% -$58.9K ﹤0.01% 177
2016
Q1 		$517K Buy
+33,410
New +$452K ﹤0.01% 167
2013
Q4 		– Sell
-6,950
Closed -$30K – 243
2013
Q3 		$30K Hold
6,950
– – ﹤0.01% 370
2013
Q2 		$26K Buy
+6,950
New +$24.2K ﹤0.01% 415

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

Jones Financial Companies's AVGO Position: Q1 2026 in Review

Jones Financial Companies increased its Broadcom (AVGO) stake by 135% in Q1 2026, buying an estimated $711M and bringing the position to 3,762,687 shares worth $1.13B. The position accounts for 0.54% of the portfolio, ranked #25.

Jones Financial Companies first reported a position in AVGO in Q2 2013 and has held it in 43 quarters since. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Jones Financial Companies held 3,762,687 shares of Broadcom worth $1.13B as of Q1 2026.
  • Jones Financial Companies bought 2,160,650 Broadcom shares in Q1 2026, an estimated $711M.
  • Broadcom made up 0.54% of Jones Financial Companies's portfolio in Q1 2026, its #25 holding.
  • Jones Financial Companies first reported a position in Broadcom in Q2 2013 and has held it in 43 quarters since.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.