PKS Advisory Services’s Broadcom AVGO Stock Holding History

PKS Advisory Services’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	$1M	Sell	3,163 -1,681	-35%	-$553K	0.23%	92
2025 Q4	$1.68M	Buy	4,844 +345	+8%	+$123K	0.38%	55
2025 Q3	$1.48M	Buy	4,499 +466	+12%	+$143K	0.31%	59
2025 Q2	$1.11M	Buy	4,033 +48	+1%	+$10.4K	0.27%	74
2025 Q1	$667K	Sell	3,985 -688	-15%	-$146K	0.18%	111
2024 Q4	$1.08M	Buy	+4,673	New	+$864K	0.27%	65

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

PKS Advisory Services's AVGO Position: Q1 2026 in Review

PKS Advisory Services reduced its Broadcom (AVGO) stake by 35% in Q1 2026, selling an estimated $553K and leaving 3,163 shares worth $1M. The position accounts for 0.23% of the portfolio, ranked #92.

PKS Advisory Services first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.68M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

PKS Advisory Services held 3,163 shares of Broadcom worth $1M as of Q1 2026.
PKS Advisory Services sold 1,681 Broadcom shares in Q1 2026, an estimated $553K.
Broadcom made up 0.23% of PKS Advisory Services's portfolio in Q1 2026, its #92 holding.
PKS Advisory Services first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's Broadcom position peaked at $1.68M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.