Rappaport Reiches Capital Management’s Broadcom AVGO Stock Holding History

Rappaport Reiches Capital Management’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
2025 Q1	$967K	Buy	5,776 +455	+9%	+$96.3K	0.24%	40
2024 Q4	$1.23M	Buy	5,321 +322	+6%	+$59.6K	0.32%	38
2024 Q3	$862K	Sell	4,999 -171	-3%	-$27.4K	0.23%	43
2024 Q2	$830K	Buy	5,170 +2,180	+73%	+$306K	0.24%	41
2024 Q1	$396K	Buy	2,990 +460	+18%	+$57K	0.12%	69
2023 Q4	$282K	Buy	+2,530	New	+$240K	0.1%	63

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rappaport Reiches Capital Management's AVGO Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its Broadcom (AVGO) stake by 8.6% in Q1 2025, buying an estimated $96.3K and bringing the position to 5,776 shares worth $967K. The position accounts for 0.24% of the portfolio, ranked #40.

Rappaport Reiches Capital Management first reported a position in AVGO in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.23M in Q4 2024. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

Rappaport Reiches Capital Management held 5,776 shares of Broadcom worth $967K as of Q1 2025.
Rappaport Reiches Capital Management bought 455 Broadcom shares in Q1 2025, an estimated $96.3K.
Broadcom made up 0.24% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #40 holding.
Rappaport Reiches Capital Management first reported a position in Broadcom in Q4 2023 and has held it in 6 quarters since.
Rappaport Reiches Capital Management's Broadcom position peaked at $1.23M in Q4 2024.
3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.