MSFP
AVGO icon

Mark Sheptoff Financial Planning’s Broadcom AVGO Stock Holding History

Mark Sheptoff Financial Planning’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 		$182K Buy
425
+159
+60% +$52.3K 0.1% 104
2025
Q4 		$92.1K Buy
266
+85
+47% +$30.4K 0.04% 150
2025
Q3 		$59.7K Hold
181
– – 0.03% 181
2025
Q2 		$49.9K Sell
181
-269
-60% -$58.4K 0.03% 187
2025
Q1 		$75.3K Buy
450
+280
+165% +$59.3K 0.04% 142
2024
Q4 		$39.5K Buy
170
+70
+70% +$12.9K 0.02% 193
2024
Q3 		$17.3K Sell
100
-750
-88% -$120K 0.01% 255
2024
Q2 		$136K Buy
+850
New +$119K 0.08% 114
2022
Q1 		– Sell
-2,100
Closed -$140K – 430
2021
Q4 		$140K Hold
2,100
– – 0.07% 122
2021
Q3 		$102K Hold
2,100
– – 0.06% 140
2021
Q2 		$100K Buy
+2,100
New +$97.3K 0.05% 139

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

Mark Sheptoff Financial Planning's AVGO Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its Broadcom (AVGO) stake by 60% in Q1 2026, buying an estimated $52.3K and bringing the position to 425 shares worth $182K. The position accounts for 0.1% of the portfolio, ranked #104.

Mark Sheptoff Financial Planning first reported a position in AVGO in Q2 2021 and has held it in 11 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Mark Sheptoff Financial Planning held 425 shares of Broadcom worth $182K as of Q1 2026.
  • Mark Sheptoff Financial Planning bought 159 Broadcom shares in Q1 2026, an estimated $52.3K.
  • Broadcom made up 0.1% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #104 holding.
  • Mark Sheptoff Financial Planning first reported a position in Broadcom in Q2 2021 and has held it in 11 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.