PAX Financial Group’s Broadcom AVGO Stock Holding History

PAX Financial 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	$1.35M	Buy	4,375 +412	+10%	+$136K	0.23%	73
2025 Q4	$1.37M	Buy	3,963 +290	+8%	+$104K	0.24%	73
2025 Q3	$1.21M	Sell	3,673 -234	-6%	-$71.8K	0.22%	77
2025 Q2	$1.08M	Sell	3,907 -1,919	-33%	-$417K	0.21%	85
2025 Q1	$975K	Sell	5,826 -5,021	-46%	-$1.06M	0.17%	105
2024 Q4	$2.51M	Buy	10,847 +5,727	+112%	+$1.06M	0.45%	54
2024 Q3	$883K	Buy	5,120 +910	+22%	+$146K	0.16%	113
2024 Q2	$676K	Buy	4,210 +1,910	+83%	+$268K	0.13%	139
2024 Q1	$305K	Buy	2,300 +330	+17%	+$40.9K	0.06%	198
2023 Q4	$251K	Buy	+1,970	New	+$187K	0.05%	201
2020 Q4	–	Sell	-10,790	Closed	-$393K	–	131
2020 Q3	$393K	Buy	10,790 +770	+8%	+$25.8K	0.14%	106
2020 Q2	$316K	Buy	10,020 +2,030	+25%	+$56.8K	0.12%	105
2020 Q1	$212K	Buy	+7,990	New	+$225K	0.09%	107

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

PAX Financial Group's AVGO Position: Q1 2026 in Review

PAX Financial Group increased its Broadcom (AVGO) stake by 10% in Q1 2026, buying an estimated $136K and bringing the position to 4,375 shares worth $1.35M. The position accounts for 0.23% of the portfolio, ranked #73.

PAX Financial Group first reported a position in AVGO in Q1 2020 and has held it in 13 quarters since. The position peaked at $2.51M in Q4 2024. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

PAX Financial Group held 4,375 shares of Broadcom worth $1.35M as of Q1 2026.
PAX Financial Group bought 412 Broadcom shares in Q1 2026, an estimated $136K.
Broadcom made up 0.23% of PAX Financial Group's portfolio in Q1 2026, its #73 holding.
PAX Financial Group first reported a position in Broadcom in Q1 2020 and has held it in 13 quarters since.
PAX Financial Group's Broadcom position peaked at $2.51M in Q4 2024.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.