Patrick M. Sweeney & Associates’s Broadcom AVGO Stock Holding History

Patrick M. Sweeney & Associates’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	$1.38M	Buy	4,451 +1	+0%	+$329	0.88%	23
2025 Q4	$1.54M	Sell	4,450 -371	-8%	-$133K	0.96%	21
2025 Q3	$1.59M	Sell	4,821 -45	-0.9%	-$13.8K	1.03%	21
2025 Q2	$1.34M	Buy	4,866 +196	+4%	+$42.6K	0.92%	21
2025 Q1	$782K	Buy	4,670 +76	+2%	+$16.1K	0.58%	40
2024 Q4	$1.07M	Sell	4,594 -5	-0.1%	-$925	0.8%	27
2024 Q3	$793K	Buy	4,599 +49	+1%	+$7.86K	0.58%	42
2024 Q2	$730K	Buy	4,550 +20	+0.4%	+$2.8K	0.59%	41
2024 Q1	$600K	Hold	4,530	–	–	0.49%	48
2023 Q4	$505K	Buy	+4,530	New	+$429K	0.46%	53

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

Patrick M. Sweeney & Associates's AVGO Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Broadcom (AVGO) stake by 0.02% in Q1 2026, buying an estimated $329 and bringing the position to 4,451 shares worth $1.38M. The position accounts for 0.88% of the portfolio, ranked #23.

Patrick M. Sweeney & Associates first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.59M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Patrick M. Sweeney & Associates held 4,451 shares of Broadcom worth $1.38M as of Q1 2026.
Patrick M. Sweeney & Associates bought 1 Broadcom share in Q1 2026, an estimated $329.
Broadcom made up 0.88% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #23 holding.
Patrick M. Sweeney & Associates first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Broadcom position peaked at $1.59M in Q3 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.