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My Personal CFO LLC’s Broadcom AVGO Stock Holding History

My Personal CFO LLC’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 		– Sell
-965
Closed -$334K – 89
2025
Q4 		$334K Buy
965
+204
+27% +$73K 0.14% 75
2025
Q3 		$251K Sell
761
-273
-26% -$83.8K 0.1% 82
2025
Q2 		$285K Buy
+1,034
New +$225K 0.13% 78
2025
Q1 		– Sell
-1,091
Closed -$253K – 88
2024
Q4 		$253K Buy
+1,091
New +$202K 0.13% 81
2023
Q1 		– Sell
-430
Closed -$24K – 127
2022
Q4 		$24K Buy
+430
New +$21.6K 0.02% 187

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

My Personal CFO LLC's AVGO Position: Q1 2026 in Review

My Personal CFO LLC sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 965 shares — an estimated $334K sold.

My Personal CFO LLC first reported a position in AVGO in Q4 2022 and held it in 5 quarters. The position peaked at $334K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • My Personal CFO LLC reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • My Personal CFO LLC sold 965 Broadcom shares in Q1 2026, an estimated $334K.
  • My Personal CFO LLC first reported a position in Broadcom in Q4 2022 and held it in 5 quarters.
  • My Personal CFO LLC's Broadcom position peaked at $334K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.