PCS
AVGO icon

Personal CFO Solutions’s Broadcom AVGO Stock Holding History

Personal CFO Solutions’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 		$5.46M Buy
17,627
+515
+3% +$169K 0.77% 22
2025
Q4 		$5.92M Buy
17,112
+466
+3% +$167K 0.94% 14
2025
Q3 		$5.49M Buy
16,646
+5,993
+56% +$1.84M 0.96% 12
2025
Q2 		$2.94M Buy
10,653
+792
+8% +$172K 0.54% 32
2025
Q1 		$1.65M Sell
9,861
-806
-8% -$171K 0.34% 57
2024
Q4 		$2.47M Sell
10,667
-378
-3% -$69.9K 0.49% 38
2024
Q3 		$1.91M Buy
11,045
+985
+10% +$158K 0.27% 74
2024
Q2 		$1.61M Buy
10,060
+990
+11% +$139K 0.25% 76
2024
Q1 		$1.2M Sell
9,070
-1,980
-18% -$245K 0.19% 103
2023
Q4 		$1.23M Buy
11,050
+520
+5% +$49.2K 0.21% 90
2023
Q3 		$875K Buy
10,530
+80
+0.8% +$6.93K 0.17% 115
2023
Q2 		$906K Sell
10,450
-630
-6% -$44.9K 0.18% 111
2023
Q1 		$711K Buy
11,080
+180
+2% +$10.8K 0.15% 136
2022
Q4 		$609K Buy
10,900
+980
+10% +$49.1K 0.13% 161
2022
Q3 		$440K Sell
9,920
-400
-4% -$20.4K 0.11% 172
2022
Q2 		$501K Buy
10,320
+400
+4% +$22.5K 0.12% 155
2022
Q1 		$625K Sell
9,920
-280
-3% -$16.6K 0.12% 156
2021
Q4 		$679K Sell
10,200
-480
-4% -$27K 0.13% 157
2021
Q3 		$518K Sell
10,680
-300
-3% -$14.6K 0.11% 183
2021
Q2 		$523K Buy
10,980
+330
+3% +$15.3K 0.11% 180
2021
Q1 		$494K Sell
10,650
-120
-1% -$5.55K 0.11% 177
2020
Q4 		$471K Buy
10,770
+570
+6% +$22.2K 0.12% 173
2020
Q3 		$0 Sell
10,200
-150
-1% -$5.02K ﹤0.01% 148
2020
Q2 		$327K Buy
+10,350
New +$290K 0.1% 198
2020
Q1 		– Sell
-6,830
Closed -$216K – 284
2019
Q4 		$216K Sell
6,830
-15,810
-70% -$480K 0.06% 301
2019
Q3 		$624K Buy
+22,640
New +$644K 0.25% 100

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

Personal CFO Solutions's AVGO Position: Q1 2026 in Review

Personal CFO Solutions increased its Broadcom (AVGO) stake by 3% in Q1 2026, buying an estimated $169K and bringing the position to 17,627 shares worth $5.46M. The position accounts for 0.77% of the portfolio, ranked #22.

Personal CFO Solutions first reported a position in AVGO in Q3 2019 and has held it in 26 quarters since. The position peaked at $5.92M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Personal CFO Solutions held 17,627 shares of Broadcom worth $5.46M as of Q1 2026.
  • Personal CFO Solutions bought 515 Broadcom shares in Q1 2026, an estimated $169K.
  • Broadcom made up 0.77% of Personal CFO Solutions's portfolio in Q1 2026, its #22 holding.
  • Personal CFO Solutions first reported a position in Broadcom in Q3 2019 and has held it in 26 quarters since.
  • Personal CFO Solutions's Broadcom position peaked at $5.92M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.