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Money Concepts Capital’s Broadcom AVGO Stock Holding History

Money Concepts Capital’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 		$3.81M Buy
12,298
+120
+1% +$39.5K 0.21% 107
2025
Q4 		$4.21M Buy
12,178
+1,242
+11% +$444K 0.24% 89
2025
Q3 		$3.61M Buy
10,936
+1,477
+16% +$453K 0.22% 99
2025
Q2 		$2.61M Sell
9,459
-4,620
-33% -$1M 0.17% 121
2025
Q1 		$2.36M Buy
14,079
+981
+7% +$208K 0.18% 133
2024
Q4 		$3.04M Sell
13,098
-2,831
-18% -$524K 0.23% 101
2024
Q3 		$2.75M Sell
15,929
-211
-1% -$33.8K 0.21% 112
2024
Q2 		$2.59M Buy
16,140
+60
+0.4% +$8.41K 0.22% 112
2024
Q1 		$2.13M Buy
16,080
+4,610
+40% +$571K 0.2% 138
2023
Q4 		$1.28M Sell
11,470
-1,040
-8% -$98.5K 0.12% 184
2023
Q3 		$1.04M Buy
12,510
+320
+3% +$27.7K 0.11% 190
2023
Q2 		$1.06M Sell
12,190
-43,430
-78% -$3.1M 0.11% 193
2023
Q1 		$3.69M Sell
55,620
-12,010
-18% -$723K 0.21% 95
2022
Q4 		$3.78M Sell
67,630
-1,790
-3% -$89.8K 0.17% 122
2022
Q3 		$3.08M Buy
69,420
+41,730
+151% +$2.13M 0.18% 107
2022
Q2 		$1.32M Sell
27,690
-6,620
-19% -$372K 0.12% 177
2022
Q1 		$2.16M Buy
34,310
+14,340
+72% +$852K 0.12% 180
2021
Q4 		$1.33M Buy
+19,970
New +$1.12M 0.11% 181
2021
Q1 		$757K Buy
16,320
+3,160
+24% +$146K 0.06% 250
2020
Q4 		$576K Buy
+13,160
New +$513K 0.05% 262

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

Money Concepts Capital's AVGO Position: Q1 2026 in Review

Money Concepts Capital increased its Broadcom (AVGO) stake by 0.99% in Q1 2026, buying an estimated $39.5K and bringing the position to 12,298 shares worth $3.81M. The position accounts for 0.21% of the portfolio, ranked #107.

Money Concepts Capital first reported a position in AVGO in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.21M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Money Concepts Capital held 12,298 shares of Broadcom worth $3.81M as of Q1 2026.
  • Money Concepts Capital bought 120 Broadcom shares in Q1 2026, an estimated $39.5K.
  • Broadcom made up 0.21% of Money Concepts Capital's portfolio in Q1 2026, its #107 holding.
  • Money Concepts Capital first reported a position in Broadcom in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Broadcom position peaked at $4.21M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.