Portfolio Strategies’s Broadcom AVGO Stock Holding History

Portfolio Strategies’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	$297K	Sell	958 -26	-3%	-$8.55K	0.04%	57
2025 Q4	$341K	Buy	984 +5	+0.5%	+$1.79K	0.04%	48
2025 Q3	$322K	Hold	979	–	–	0.04%	53
2025 Q2	$270K	Buy	+979	New	+$213K	0.04%	43
2025 Q1	–	Sell	-910	Closed	-$211K	–	48
2024 Q4	$211K	Buy	+910	New	+$168K	0.03%	39
2024 Q2	–	Sell	-1,750	Closed	-$232K	–	40
2024 Q1	$232K	Buy	+1,750	New	+$217K	0.02%	134

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

Portfolio Strategies's AVGO Position: Q1 2026 in Review

Portfolio Strategies reduced its Broadcom (AVGO) stake by 2.6% in Q1 2026, selling an estimated $8.55K and leaving 958 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #57.

Portfolio Strategies first reported a position in AVGO in Q1 2024 and has held it in 6 quarters since. The position peaked at $341K in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Portfolio Strategies held 958 shares of Broadcom worth $297K as of Q1 2026.
Portfolio Strategies sold 26 Broadcom shares in Q1 2026, an estimated $8.55K.
Broadcom made up 0.04% of Portfolio Strategies's portfolio in Q1 2026, its #57 holding.
Portfolio Strategies first reported a position in Broadcom in Q1 2024 and has held it in 6 quarters since.
Portfolio Strategies's Broadcom position peaked at $341K in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Portfolio Strategies's 13F filing for Q1 2026, filed 5 May 2026.