Longbow Finance’s Broadcom AVGO Stock Holding History

Longbow Finance’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	$17.2M	Sell	55,520 -14,172	-20%	-$4.66M	3.11%	7
2025 Q4	$24.1M	Sell	69,692 -46,935	-40%	-$16.8M	4.08%	6
2025 Q3	$38.5M	Buy	116,627 +38,771	+50%	+$11.9M	3.8%	6
2025 Q2	$21.5M	Sell	77,856 -77,962	-50%	-$16.9M	2.29%	9
2025 Q1	$26.1M	Buy	155,818 +30,444	+24%	+$6.44M	3.13%	8
2024 Q4	$29.1M	Buy	125,374 +30,617	+32%	+$5.66M	3.18%	6
2024 Q3	$16.3M	Sell	94,757 -36,503	-28%	-$5.85M	1.74%	12
2024 Q2	$21.1M	Buy	131,260 +24,800	+23%	+$3.48M	2.18%	10
2024 Q1	$14.1M	Buy	+106,460	New	+$13.2M	1.43%	17

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

Longbow Finance's AVGO Position: Q1 2026 in Review

Longbow Finance reduced its Broadcom (AVGO) stake by 20% in Q1 2026, selling an estimated $4.66M and leaving 55,520 shares worth $17.2M. The position accounts for 3.11% of the portfolio, ranked #7.

Longbow Finance first reported a position in AVGO in Q1 2024 and has held it in 9 quarters since. The position peaked at $38.5M in Q3 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Longbow Finance held 55,520 shares of Broadcom worth $17.2M as of Q1 2026.
Longbow Finance sold 14,172 Broadcom shares in Q1 2026, an estimated $4.66M.
Broadcom made up 3.11% of Longbow Finance's portfolio in Q1 2026, its #7 holding.
Longbow Finance first reported a position in Broadcom in Q1 2024 and has held it in 9 quarters since.
Longbow Finance's Broadcom position peaked at $38.5M in Q3 2025.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Longbow Finance's 13F filing for Q1 2026, filed 12 May 2026.