RBWA
AVGO icon

RFG - Bristol Wealth Advisors’s Broadcom AVGO Stock Holding History

RFG - Bristol Wealth Advisors’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 		$4.49M Sell
14,521
-473
-3% -$156K 1.21% 21
2025
Q4 		$5.19M Buy
14,994
+128
+0.9% +$45.8K 1.45% 17
2025
Q3 		$4.9M Sell
14,866
-52
-0.3% -$16K 1.42% 15
2025
Q2 		$4.11M Sell
14,918
-1,407
-9% -$306K 1.28% 20
2025
Q1 		$2.73M Sell
16,325
-5,052
-24% -$1.07M 0.92% 24
2024
Q4 		$4.96M Buy
+21,377
New +$3.95M 1.63% 16

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

RFG - Bristol Wealth Advisors's AVGO Position: Q1 2026 in Review

RFG - Bristol Wealth Advisors reduced its Broadcom (AVGO) stake by 3.2% in Q1 2026, selling an estimated $156K and leaving 14,521 shares worth $4.49M. The position accounts for 1.21% of the portfolio, ranked #21.

RFG - Bristol Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.19M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • RFG - Bristol Wealth Advisors held 14,521 shares of Broadcom worth $4.49M as of Q1 2026.
  • RFG - Bristol Wealth Advisors sold 473 Broadcom shares in Q1 2026, an estimated $156K.
  • Broadcom made up 1.21% of RFG - Bristol Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • RFG - Bristol Wealth Advisors's Broadcom position peaked at $5.19M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.