Roberts, Glore & Co’s Broadcom AVGO Stock Holding History

Roberts, Glore & Co’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	$1.55M	Buy	4,997 +177	+4%	+$58.2K	0.42%	57
2025 Q4	$1.67M	Sell	4,820 -77	-2%	-$27.5K	0.44%	56
2025 Q3	$1.62M	Sell	4,897 -233	-5%	-$71.5K	0.44%	57
2025 Q2	$1.41M	Sell	5,130 -670	-12%	-$145K	0.41%	62
2025 Q1	$971K	Sell	5,800 -408	-7%	-$86.4K	0.3%	82
2024 Q4	$1.44M	Sell	6,208 -84	-1%	-$15.5K	0.43%	61
2024 Q3	$1.09M	Buy	6,292 +52	+0.8%	+$8.34K	0.31%	79
2024 Q2	$1M	Sell	6,240 -360	-5%	-$50.5K	0.3%	81
2024 Q1	$875K	Sell	6,600 -280	-4%	-$34.7K	0.26%	90
2023 Q4	$768K	Buy	+6,880	New	+$651K	0.24%	92

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Roberts, Glore & Co's AVGO Position: Q1 2026 in Review

Roberts, Glore & Co increased its Broadcom (AVGO) stake by 3.7% in Q1 2026, buying an estimated $58.2K and bringing the position to 4,997 shares worth $1.55M. The position accounts for 0.42% of the portfolio, ranked #57.

Roberts, Glore & Co first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.67M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Roberts, Glore & Co held 4,997 shares of Broadcom worth $1.55M as of Q1 2026.
Roberts, Glore & Co bought 177 Broadcom shares in Q1 2026, an estimated $58.2K.
Broadcom made up 0.42% of Roberts, Glore & Co's portfolio in Q1 2026, its #57 holding.
Roberts, Glore & Co first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Roberts, Glore & Co's Broadcom position peaked at $1.67M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Roberts, Glore & Co's 13F filing for Q1 2026, filed 4 May 2026.