RGF
AVGO icon

Retirement Guys Formula’s Broadcom AVGO Stock Holding History

Retirement Guys Formula’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 		$1.87M Buy
6,047
+750
+14% +$247K 0.86% 42
2025
Q4 		$1.83M Buy
5,297
+1,401
+36% +$501K 0.84% 42
2025
Q3 		$1.29M Buy
+3,896
New +$1.2M 0.45% 68
2025
Q1 		– Sell
-8,927
Closed -$2.07M – 139
2024
Q4 		$2.07M Sell
8,927
-29
-0.3% -$5.36K 1.04% 23
2024
Q3 		$1.54M Buy
8,956
+486
+6% +$77.9K 0.72% 44
2024
Q2 		$1.36M Sell
8,470
-1,060
-11% -$149K 0.65% 43
2024
Q1 		$1.26M Sell
9,530
-1,620
-15% -$201K 0.62% 53
2023
Q4 		$1.24M Buy
11,150
+860
+8% +$81.4K 0.67% 36
2023
Q3 		$855K Buy
10,290
+1,910
+23% +$166K 0.59% 47
2023
Q2 		$727K Sell
8,380
-2,310
-22% -$165K 0.42% 52
2023
Q1 		$686K Sell
10,690
-310
-3% -$18.6K 0.49% 51
2022
Q4 		$615K Buy
11,000
+1,510
+16% +$75.7K 0.5% 43
2022
Q3 		$421K Buy
9,490
+1,120
+13% +$57.2K 0.44% 56
2022
Q2 		$407K Buy
8,370
+2,100
+33% +$118K 0.42% 64
2022
Q1 		$395K Buy
+6,270
New +$372K 0.26% 72

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

Retirement Guys Formula's AVGO Position: Q1 2026 in Review

Retirement Guys Formula increased its Broadcom (AVGO) stake by 14% in Q1 2026, buying an estimated $247K and bringing the position to 6,047 shares worth $1.87M. The position accounts for 0.86% of the portfolio, ranked #42.

Retirement Guys Formula first reported a position in AVGO in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.07M in Q4 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Retirement Guys Formula held 6,047 shares of Broadcom worth $1.87M as of Q1 2026.
  • Retirement Guys Formula bought 750 Broadcom shares in Q1 2026, an estimated $247K.
  • Broadcom made up 0.86% of Retirement Guys Formula's portfolio in Q1 2026, its #42 holding.
  • Retirement Guys Formula first reported a position in Broadcom in Q1 2022 and has held it in 15 quarters since.
  • Retirement Guys Formula's Broadcom position peaked at $2.07M in Q4 2024.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.