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Sabal Trust’s Broadcom AVGO Stock Holding History

Sabal Trust’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
2025
Q1 		$2.58M Buy
15,418
+6,728
+77% +$1.42M 0.14% 93
2024
Q4 		$2.01M Buy
8,690
+1,910
+28% +$353K 0.12% 105
2024
Q3 		$1.17M Buy
6,780
+760
+13% +$122K 0.06% 126
2024
Q2 		$967K Sell
6,020
-460
-7% -$64.5K 0.06% 130
2024
Q1 		$859K Buy
6,480
+80
+1% +$9.91K 0.05% 131
2023
Q4 		$714K Buy
6,400
+100
+2% +$9.47K 0.04% 138
2023
Q3 		$523K Buy
6,300
+1,290
+26% +$112K 0.04% 138
2023
Q2 		$435K Buy
5,010
+1,610
+47% +$115K 0.03% 153
2023
Q1 		$218K Buy
+3,400
New +$205K 0.02% 139
2022
Q2 		– Sell
-3,290
Closed -$207K – 160
2022
Q1 		$207K Buy
+3,290
New +$195K 0.01% 135
2020
Q2 		– Sell
-9,050
Closed -$215K – 132
2020
Q1 		$215K Sell
9,050
-678,450
-99% -$19.1M 0.02% 121
2019
Q4 		$21.7M Buy
+687,500
New +$20.9M 1.72% 38

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sabal Trust's AVGO Position: Q1 2025 in Review

Sabal Trust increased its Broadcom (AVGO) stake by 77% in Q1 2025, buying an estimated $1.42M and bringing the position to 15,418 shares worth $2.58M. The position accounts for 0.14% of the portfolio, ranked #93.

Sabal Trust first reported a position in AVGO in Q4 2019 and has held it in 12 quarters since. The position peaked at $21.7M in Q4 2019. 3,816 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • Sabal Trust held 15,418 shares of Broadcom worth $2.58M as of Q1 2025.
  • Sabal Trust bought 6,728 Broadcom shares in Q1 2025, an estimated $1.42M.
  • Broadcom made up 0.14% of Sabal Trust's portfolio in Q1 2025, its #93 holding.
  • Sabal Trust first reported a position in Broadcom in Q4 2019 and has held it in 12 quarters since.
  • Sabal Trust's Broadcom position peaked at $21.7M in Q4 2019.
  • 3,816 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.