Koss-Olinger Consulting’s Broadcom AVGO Stock Holding History

Koss-Olinger Consulting’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	$1.59M	Sell	5,133 -324	-6%	-$107K	0.13%	66
2025 Q4	$1.89M	Sell	5,457 -10,114	-65%	-$3.62M	0.15%	56
2025 Q3	$4.29M	Sell	15,571 -301	-2%	-$92.3K	0.35%	37
2025 Q2	$4.38M	Buy	15,872 +160	+1%	+$34.7K	0.36%	38
2025 Q1	$2.63M	Sell	15,712 -2,829	-15%	-$599K	0.22%	52
2024 Q4	$4.3M	Buy	18,541 +7,792	+72%	+$1.44M	0.38%	39
2024 Q3	$1.85M	Buy	10,749 +349	+3%	+$56K	0.16%	79
2024 Q2	$1.67M	Buy	+10,400	New	+$1.46M	0.15%	81
2024 Q1	–	Sell	-9,810	Closed	-$1.09M	–	62
2023 Q4	$1.09M	Buy	9,810 +5,120	+109%	+$485K	0.11%	93
2023 Q3	$389K	Hold	4,690	–	–	0.06%	155
2023 Q2	$406K	Sell	4,690 -280	-6%	-$20K	0.05%	151
2023 Q1	$319K	Buy	4,970 +30	+0.6%	+$1.8K	0.04%	171
2022 Q4	$276K	Buy	+4,940	New	+$248K	0.04%	165

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

Koss-Olinger Consulting's AVGO Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Broadcom (AVGO) stake by 5.9% in Q1 2026, selling an estimated $107K and leaving 5,133 shares worth $1.59M. The position accounts for 0.13% of the portfolio, ranked #66.

Koss-Olinger Consulting first reported a position in AVGO in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.38M in Q2 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Koss-Olinger Consulting held 5,133 shares of Broadcom worth $1.59M as of Q1 2026.
Koss-Olinger Consulting sold 324 Broadcom shares in Q1 2026, an estimated $107K.
Broadcom made up 0.13% of Koss-Olinger Consulting's portfolio in Q1 2026, its #66 holding.
Koss-Olinger Consulting first reported a position in Broadcom in Q4 2022 and has held it in 13 quarters since.
Koss-Olinger Consulting's Broadcom position peaked at $4.38M in Q2 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.