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Pinion Investment Advisors’s Broadcom AVGO Stock Holding History

Pinion Investment Advisors’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 		$2.2M Sell
7,093
-79
-1% -$26K 0.51% 38
2025
Q4 		$2.48M Buy
7,172
+489
+7% +$175K 0.61% 35
2025
Q3 		$2.37M Sell
6,683
-3,884
-37% -$1.19M 0.65% 32
2025
Q2 		$2.91M Sell
10,567
-19,445
-65% -$4.22M 1% 21
2025
Q1 		$5.02M Buy
30,012
+14,804
+97% +$3.13M 1.11% 19
2024
Q4 		$3.53M Sell
15,208
-776
-5% -$144K 1.4% 11
2024
Q3 		$2.76M Buy
15,984
+784
+5% +$126K 1.15% 15
2024
Q2 		$2.44M Buy
15,200
+400
+3% +$56.1K 1.21% 14
2024
Q1 		$1.96M Buy
14,800
+490
+3% +$60.7K 1.02% 15
2023
Q4 		$1.6M Sell
14,310
-1,800
-11% -$170K 0.96% 18
2023
Q3 		$1.34M Buy
16,110
+1,440
+10% +$125K 0.87% 19
2023
Q2 		$1.27M Buy
14,670
+2,840
+24% +$203K 0.86% 18
2023
Q1 		$759K Buy
+11,830
New +$712K 0.71% 28
2022
Q2 		– Sell
-3,390
Closed -$213K – 158
2022
Q1 		$213K Buy
3,390
+300
+10% +$17.8K 0.15% 159
2021
Q4 		$206K Buy
+3,090
New +$174K 0.14% 154

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

Pinion Investment Advisors's AVGO Position: Q1 2026 in Review

Pinion Investment Advisors reduced its Broadcom (AVGO) stake by 1.1% in Q1 2026, selling an estimated $26K and leaving 7,093 shares worth $2.2M. The position accounts for 0.51% of the portfolio, ranked #38.

Pinion Investment Advisors first reported a position in AVGO in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.02M in Q1 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Pinion Investment Advisors held 7,093 shares of Broadcom worth $2.2M as of Q1 2026.
  • Pinion Investment Advisors sold 79 Broadcom shares in Q1 2026, an estimated $26K.
  • Broadcom made up 0.51% of Pinion Investment Advisors's portfolio in Q1 2026, its #38 holding.
  • Pinion Investment Advisors first reported a position in Broadcom in Q4 2021 and has held it in 15 quarters since.
  • Pinion Investment Advisors's Broadcom position peaked at $5.02M in Q1 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.