Longfellow Investment Management’s Broadcom AVGO Stock Holding History

Longfellow Investment 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	$25.7K	Hold	83	–	–	0.01%	158
2025 Q4	$28.7K	Buy	83 +9	+12%	+$3.22K	0.01%	159
2025 Q3	$24.4K	Sell	74 -23	-24%	-$7.06K	0.01%	174
2025 Q2	$26.7K	Buy	+97	New	+$21.1K	0.01%	175
2023 Q3	–	Sell	-14,910	Closed	-$1.29M	–	250
2023 Q2	$1.29M	Sell	14,910 -2,190	-13%	-$156K	0.3%	48
2023 Q1	$1.1M	Sell	17,100 -13,610	-44%	-$819K	0.25%	60
2022 Q4	$1.72M	Hold	30,710	–	–	0.39%	47
2022 Q3	$1.36M	Hold	30,710	–	–	0.28%	87
2022 Q2	$1.49M	Hold	30,710	–	–	0.32%	71
2022 Q1	$1.93M	Buy	30,710 +5,110	+20%	+$304K	0.31%	84
2021 Q4	$1.7M	Sell	25,600 -3,910	-13%	-$220K	0.28%	88
2021 Q3	$1.43M	Hold	29,510	–	–	0.23%	99
2021 Q2	$1.41M	Sell	29,510 -14,450	-33%	-$670K	0.2%	110
2021 Q1	$2.04M	Sell	43,960 -6,530	-13%	-$302K	0.25%	102
2020 Q4	$2.21M	Buy	+50,490	New	+$1.97M	0.27%	90

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

Longfellow Investment Management's AVGO Position: Q1 2026 in Review

Longfellow Investment Management held its Broadcom (AVGO) position steady in Q1 2026 at 83 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #158.

Longfellow Investment Management first reported a position in AVGO in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.21M in Q4 2020. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Longfellow Investment Management held 83 shares of Broadcom worth $25.7K as of Q1 2026.
Longfellow Investment Management left its Broadcom share count unchanged in Q1 2026.
Broadcom made up 0.01% of Longfellow Investment Management's portfolio in Q1 2026, its #158 holding.
Longfellow Investment Management first reported a position in Broadcom in Q4 2020 and has held it in 15 quarters since.
Longfellow Investment Management's Broadcom position peaked at $2.21M in Q4 2020.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.