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Joseph Group Capital Management’s Broadcom AVGO Stock Holding History

Joseph Group 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 		$4.67M Sell
15,100
-3,194
-17% -$1.05M 1.17% 32
2025
Q4 		$6.33M Buy
18,294
+507
+3% +$181K 1.66% 18
2025
Q3 		$5.87M Sell
17,787
-3,136
-15% -$962K 1.66% 22
2025
Q2 		$5.77M Buy
20,923
+1,888
+10% +$410K 1.94% 10
2025
Q1 		$3.19M Buy
19,035
+1,245
+7% +$263K 1.22% 29
2024
Q4 		$4.12M Buy
17,790
+1,403
+9% +$259K 1.63% 19
2024
Q3 		$2.83M Buy
+16,387
New +$2.63M 1.08% 26

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

Joseph Group Capital Management's AVGO Position: Q1 2026 in Review

Joseph Group Capital Management reduced its Broadcom (AVGO) stake by 17% in Q1 2026, selling an estimated $1.05M and leaving 15,100 shares worth $4.67M. The position accounts for 1.17% of the portfolio, ranked #32.

Joseph Group Capital Management first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.33M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Joseph Group Capital Management held 15,100 shares of Broadcom worth $4.67M as of Q1 2026.
  • Joseph Group Capital Management sold 3,194 Broadcom shares in Q1 2026, an estimated $1.05M.
  • Broadcom made up 1.17% of Joseph Group Capital Management's portfolio in Q1 2026, its #32 holding.
  • Joseph Group Capital Management first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • Joseph Group Capital Management's Broadcom position peaked at $6.33M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.