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Niles Investment Management’s Broadcom AVGO Stock Holding History

Niles 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 		– Sell
-16,795
Closed -$5.81M – 27
2025
Q4 		$5.81M Buy
+16,795
New +$6.01M 4.43% 11

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Niles Investment Management sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 16,795 shares — an estimated $5.81M sold.

Niles Investment Management first reported a position in AVGO in Q4 2025 and held it in 1 quarter. The position peaked at $5.81M in Q4 2025. 4,696 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Niles Investment Management reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • Niles Investment Management sold 16,795 Broadcom shares in Q1 2026, an estimated $5.81M.
  • Niles Investment Management first reported a position in Broadcom in Q4 2025 and held it in 1 quarter.
  • Niles Investment Management's Broadcom position peaked at $5.81M in Q4 2025.
  • 4,696 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Niles Investment Management's 13F filing for Q1 2026, filed 15 May 2026.