Richmond Investment Services’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$885K Sell
2,858
-109
-4% -$35.9K 0.14% 100
2025
Q4
$1.03M Buy
2,967
+848
+40% +$303K 0.18% 81
2025
Q3
$699K Sell
2,119
-380
-15% -$117K 0.13% 110
2025
Q2
$689K Buy
+2,499
New +$543K 0.15% 99

Other funds holding AVGO

Richmond Investment Services's AVGO Position: Q1 2026 in Review

Richmond Investment Services reduced its Broadcom (AVGO) stake by 3.7% in Q1 2026, selling an estimated $35.9K and leaving 2,858 shares worth $885K. The position accounts for 0.14% of the portfolio, ranked #100.

Richmond Investment Services first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Richmond Investment Services held 2,858 shares of Broadcom worth $885K as of Q1 2026.
  • Richmond Investment Services sold 109 Broadcom shares in Q1 2026, an estimated $35.9K.
  • Broadcom made up 0.14% of Richmond Investment Services's portfolio in Q1 2026, its #100 holding.
  • Richmond Investment Services first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • Richmond Investment Services's Broadcom position peaked at $1.03M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.