Principal Securities’s Broadcom AVGO Stock Holding History

Principal Securities’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	$39.1M	Buy	126,181 +12,847	+11%	+$4.23M	0.57%	34
2025 Q4	$39.2M	Buy	113,334 +6,875	+6%	+$2.46M	0.61%	33
2025 Q3	$35.1M	Sell	106,459 -3,272	-3%	-$1M	0.58%	33
2025 Q2	$30.2M	Buy	109,731 +23,284	+27%	+$5.06M	0.57%	33
2025 Q1	$20M	Buy	86,447 +132	+0.2%	+$27.9K	0.45%	45
2024 Q4	$20M	Buy	86,315 +21,603	+33%	+$4M	0.45%	45
2024 Q3	$11.2M	Buy	64,712 +18,532	+40%	+$2.97M	0.27%	71
2024 Q2	$7.41M	Buy	46,180 +3,520	+8%	+$493K	0.2%	90
2024 Q1	$5.65M	Buy	42,660 +300	+0.7%	+$37.2K	0.18%	114
2023 Q4	$4.73M	Buy	+42,360	New	+$4.01M	0.18%	117

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

Principal Securities's AVGO Position: Q1 2026 in Review

Principal Securities increased its Broadcom (AVGO) stake by 11% in Q1 2026, buying an estimated $4.23M and bringing the position to 126,181 shares worth $39.1M. The position accounts for 0.57% of the portfolio, ranked #34.

Principal Securities first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $39.2M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Principal Securities held 126,181 shares of Broadcom worth $39.1M as of Q1 2026.
Principal Securities bought 12,847 Broadcom shares in Q1 2026, an estimated $4.23M.
Broadcom made up 0.57% of Principal Securities's portfolio in Q1 2026, its #34 holding.
Principal Securities first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Broadcom position peaked at $39.2M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.