Retirement Guys Formula
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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
Q3 		$2.42M Buy
6,889
+555
+9% +$209K 0.9% 36
2026
Q2 		$2.39M Buy
6,334
+287
+5% +$115K 0.9% 36
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Retirement Guys Formula's AVGO Position: Q3 2026 in Review

Retirement Guys Formula increased its Broadcom (AVGO) stake by 8.8% in Q3 2026, buying an estimated $209K and bringing the position to 6,889 shares worth $2.42M. The position accounts for 0.9% of the portfolio, ranked #36.

Retirement Guys Formula first reported a position in AVGO in Q1 2022 and has held it in 17 quarters since. 3,819 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Retirement Guys Formula held 6,889 shares of Broadcom worth $2.42M as of Q3 2026.
  • Retirement Guys Formula bought 555 Broadcom shares in Q3 2026, an estimated $209K.
  • Broadcom made up 0.9% of Retirement Guys Formula's portfolio in Q3 2026, its #36 holding.
  • Retirement Guys Formula first reported a position in Broadcom in Q1 2022 and has held it in 17 quarters since.
  • 3,819 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.