SIA
AVGO icon

Schear Investment Advisers’s Broadcom AVGO Stock Holding History

Schear Investment Advisers’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 		$13.1M Sell
42,240
-334
-0.8% -$110K 5.77% 2
2025
Q4 		$14.7M Sell
42,574
-1,275
-3% -$456K 6.34% 2
2025
Q3 		$14.5M Sell
43,849
-311
-0.7% -$95.4K 6.44% 2
2025
Q2 		$12.2M Sell
44,160
-926
-2% -$201K 6.03% 2
2025
Q1 		$7.55M Buy
45,086
+4,472
+11% +$946K 4.35% 3
2024
Q4 		$9.42M Buy
40,614
+2,295
+6% +$424K 5.01% 4
2024
Q3 		$6.61M Buy
38,319
+4,379
+13% +$702K 4.09% 4
2024
Q2 		$5.45M Buy
33,940
+2,620
+8% +$367K 3.93% 6
2024
Q1 		$4.15M Buy
31,320
+240
+0.8% +$29.7K 3.33% 6
2023
Q4 		$3.47M Buy
31,080
+260
+0.8% +$24.6K 3.35% 7
2023
Q3 		$2.56M Sell
30,820
-410
-1% -$35.5K 2.76% 9
2023
Q2 		$2.71M Buy
31,230
+2,200
+8% +$157K 2.86% 7
2023
Q1 		$1.86M Buy
29,030
+620
+2% +$37.3K 2.23% 11
2022
Q4 		$1.59M Buy
+28,410
New +$1.42M 1.96% 13

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

Schear Investment Advisers's AVGO Position: Q1 2026 in Review

Schear Investment Advisers reduced its Broadcom (AVGO) stake by 0.78% in Q1 2026, selling an estimated $110K and leaving 42,240 shares worth $13.1M. The position accounts for 5.77% of the portfolio, ranked #2.

Schear Investment Advisers first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.7M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Schear Investment Advisers held 42,240 shares of Broadcom worth $13.1M as of Q1 2026.
  • Schear Investment Advisers sold 334 Broadcom shares in Q1 2026, an estimated $110K.
  • Broadcom made up 5.77% of Schear Investment Advisers's portfolio in Q1 2026, its #2 holding.
  • Schear Investment Advisers first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
  • Schear Investment Advisers's Broadcom position peaked at $14.7M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.