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Sargent Investment Group’s Broadcom AVGO Stock Holding History

Sargent Investment Group’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 		$4.95M Buy
15,988
+926
+6% +$305K 0.65% 35
2025
Q4 		$5.21M Buy
15,062
+177
+1% +$63.3K 0.65% 36
2025
Q3 		$4.91M Buy
14,885
+112
+0.8% +$34.4K 0.7% 36
2025
Q2 		$4.46M Buy
14,773
+3,548
+32% +$770K 0.6% 34
2025
Q1 		$1.88M Buy
11,225
+3,946
+54% +$835K 0.3% 61
2024
Q4 		$1.64M Buy
7,279
+3,299
+83% +$610K 0.27% 72
2024
Q3 		$687K Buy
3,980
+230
+6% +$36.9K 0.12% 107
2024
Q2 		$602K Buy
3,750
+230
+7% +$32.2K 0.12% 110
2024
Q1 		$467K Sell
3,520
-2,050
-37% -$254K 0.1% 120
2023
Q4 		$622K Buy
5,570
+90
+2% +$8.52K 0.14% 115
2023
Q3 		$455K Sell
5,480
-50
-0.9% -$4.33K 0.11% 125
2023
Q2 		$480K Buy
5,530
+220
+4% +$15.7K 0.12% 119
2023
Q1 		$341K Sell
5,310
-1,220
-19% -$73.4K 0.09% 141
2022
Q4 		$365K Sell
6,530
-440
-6% -$22.1K 0.11% 130
2022
Q3 		$334K Sell
6,970
-250
-3% -$12.8K 0.1% 132
2022
Q2 		$351K Sell
7,220
-50
-0.7% -$2.81K 0.11% 132
2022
Q1 		$458K Hold
7,270
– – 0.12% 123
2021
Q4 		$484K Hold
7,270
– – 0.11% 118
2021
Q3 		$353K Sell
7,270
-50
-0.7% -$2.43K 0.09% 137
2021
Q2 		$349K Sell
7,320
-160
-2% -$7.41K 0.08% 148
2021
Q1 		$347K Sell
7,480
-780
-9% -$36.1K 0.09% 138
2020
Q4 		$362K Sell
8,260
-2,930
-26% -$114K 0.11% 129
2020
Q3 		$408K Buy
+11,190
New +$375K 0.15% 110

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

Sargent Investment Group's AVGO Position: Q1 2026 in Review

Sargent Investment Group increased its Broadcom (AVGO) stake by 6.1% in Q1 2026, buying an estimated $305K and bringing the position to 15,988 shares worth $4.95M. The position accounts for 0.65% of the portfolio, ranked #35.

Sargent Investment Group first reported a position in AVGO in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.21M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Sargent Investment Group held 15,988 shares of Broadcom worth $4.95M as of Q1 2026.
  • Sargent Investment Group bought 926 Broadcom shares in Q1 2026, an estimated $305K.
  • Broadcom made up 0.65% of Sargent Investment Group's portfolio in Q1 2026, its #35 holding.
  • Sargent Investment Group first reported a position in Broadcom in Q3 2020 and has held it in 23 quarters since.
  • Sargent Investment Group's Broadcom position peaked at $5.21M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.