Sather Financial Group’s Broadcom AVGO Stock Holding History

Sather Financial 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	$724K	Sell	2,338 -7	-0.3%	-$2.3K	0.04%	52
2025 Q4	$812K	Buy	2,345 +134	+6%	+$47.9K	0.04%	48
2025 Q3	$729K	Buy	2,211 +1,397	+172%	+$429K	0.04%	50
2025 Q2	$224K	Buy	+814	New	+$177K	0.01%	104
2023 Q4	–	Sell	-7,260	Closed	-$603K	–	94
2023 Q3	$603K	Buy	7,260 +290	+4%	+$25.1K	0.05%	58
2023 Q2	$605K	Sell	6,970 -110	-2%	-$7.84K	0.05%	60
2023 Q1	$454K	Hold	7,080	–	–	0.04%	66
2022 Q4	$396K	Sell	7,080 -310	-4%	-$15.5K	0.03%	84
2022 Q3	$328K	Sell	7,390 -500	-6%	-$25.5K	0.04%	59
2022 Q2	$383K	Sell	7,890 -540	-6%	-$30.3K	0.04%	57
2022 Q1	$531K	Buy	8,430 +610	+8%	+$36.2K	0.05%	54
2021 Q4	$520K	Sell	7,820 -2,000	-20%	-$112K	0.05%	47
2021 Q3	$476K	Buy	+9,820	New	+$478K	0.05%	46
2020 Q4	–	Sell	-7,900	Closed	-$287K	–	46
2020 Q3	$287K	Sell	7,900 -100	-1%	-$3.35K	0.05%	36
2020 Q2	$252K	Sell	8,000 -4,000	-33%	-$112K	0.04%	38
2020 Q1	$285K	Buy	12,000 +2,800	+30%	+$78.9K	0.06%	49
2019 Q4	$291K	Buy	+9,200	New	+$279K	0.05%	66

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

Sather Financial Group's AVGO Position: Q1 2026 in Review

Sather Financial Group reduced its Broadcom (AVGO) stake by 0.3% in Q1 2026, selling an estimated $2.3K and leaving 2,338 shares worth $724K. The position accounts for 0.04% of the portfolio, ranked #52.

Sather Financial Group first reported a position in AVGO in Q4 2019 and has held it in 17 quarters since. The position peaked at $812K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Sather Financial Group held 2,338 shares of Broadcom worth $724K as of Q1 2026.
Sather Financial Group sold 7 Broadcom shares in Q1 2026, an estimated $2.3K.
Broadcom made up 0.04% of Sather Financial Group's portfolio in Q1 2026, its #52 holding.
Sather Financial Group first reported a position in Broadcom in Q4 2019 and has held it in 17 quarters since.
Sather Financial Group's Broadcom position peaked at $812K in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.