Optimist Retirement Group’s Broadcom AVGO Stock Holding History

Optimist Retirement Group’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	$2.59M	Sell	8,375 -58	-0.7%	-$19.1K	1.14%	22
2025 Q4	$2.92M	Sell	8,433 -119	-1%	-$42.6K	1.34%	15
2025 Q3	$2.82M	Sell	8,552 -1,972	-19%	-$605K	1.28%	14
2025 Q2	$2.9M	Sell	10,524 -10	-0.1%	-$2.17K	1.39%	12
2025 Q1	$1.76M	Sell	10,534 -4,040	-28%	-$855K	0.88%	42
2024 Q4	$3.38M	Sell	14,574 -1,138	-7%	-$210K	1.6%	12
2024 Q3	$2.71M	Sell	15,712 -758	-5%	-$122K	1.22%	15
2024 Q2	$2.65M	Sell	16,470 -4,570	-22%	-$640K	1.39%	10
2024 Q1	$2.79M	Sell	21,040 -7,890	-27%	-$978K	1.43%	10
2023 Q4	$3.23M	Buy	+28,930	New	+$2.74M	2.1%	9

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

Optimist Retirement Group's AVGO Position: Q1 2026 in Review

Optimist Retirement Group reduced its Broadcom (AVGO) stake by 0.69% in Q1 2026, selling an estimated $19.1K and leaving 8,375 shares worth $2.59M. The position accounts for 1.14% of the portfolio, ranked #22.

Optimist Retirement Group first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.38M in Q4 2024. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Optimist Retirement Group held 8,375 shares of Broadcom worth $2.59M as of Q1 2026.
Optimist Retirement Group sold 58 Broadcom shares in Q1 2026, an estimated $19.1K.
Broadcom made up 1.14% of Optimist Retirement Group's portfolio in Q1 2026, its #22 holding.
Optimist Retirement Group first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Optimist Retirement Group's Broadcom position peaked at $3.38M in Q4 2024.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.