Safe Harbor Fiduciary’s Broadcom AVGO Stock Holding History

Safe Harbor Fiduciary’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	–	Sell	-33	Closed	-$11.4K	–	68
2025 Q4	$11.4K	Buy	+33	New	+$11.8K	0.01%	147

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Safe Harbor Fiduciary's AVGO Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 33 shares — an estimated $11.4K sold.

Safe Harbor Fiduciary first reported a position in AVGO in Q4 2025 and held it in 1 quarter. The position peaked at $11.4K in Q4 2025. 4,674 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Safe Harbor Fiduciary reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
Safe Harbor Fiduciary sold 33 Broadcom shares in Q1 2026, an estimated $11.4K.
Safe Harbor Fiduciary first reported a position in Broadcom in Q4 2025 and held it in 1 quarter.
Safe Harbor Fiduciary's Broadcom position peaked at $11.4K in Q4 2025.
4,674 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.