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Retirement Planning Group (Kansas)’s Broadcom AVGO Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.82M Sell
5,872
-275
-4% -$90.5K 0.06% 145
2025
Q4 		$2.13M Buy
6,147
+425
+7% +$152K 0.07% 110
2025
Q3 		$1.89M Buy
5,722
+1,749
+44% +$537K 0.07% 119
2025
Q2 		$1.1M Buy
3,973
+135
+4% +$29.3K 0.05% 136
2025
Q1 		$643K Buy
3,838
+1,598
+71% +$338K 0.03% 177
2024
Q4 		$519K Buy
2,240
+104
+5% +$19.2K 0.03% 181
2024
Q3 		$368K Sell
2,136
-244
-10% -$39.1K 0.02% 200
2024
Q2 		$382K Buy
2,380
+20
+0.8% +$2.8K 0.02% 176
2024
Q1 		$313K Buy
+2,360
New +$292K 0.02% 173

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 Planning Group (Kansas)'s AVGO Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Broadcom (AVGO) stake by 4.5% in Q1 2026, selling an estimated $90.5K and leaving 5,872 shares worth $1.82M. The position accounts for 0.06% of the portfolio, ranked #145.

Retirement Planning Group (Kansas) first reported a position in AVGO in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.13M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Retirement Planning Group (Kansas) held 5,872 shares of Broadcom worth $1.82M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 275 Broadcom shares in Q1 2026, an estimated $90.5K.
  • Broadcom made up 0.06% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #145 holding.
  • Retirement Planning Group (Kansas) first reported a position in Broadcom in Q1 2024 and has held it in 9 quarters since.
  • Retirement Planning Group (Kansas)'s Broadcom position peaked at $2.13M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.