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Scholtz & Company’s Broadcom AVGO Stock Holding History

Scholtz & Company’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 		$1.43M Sell
4,609
-87
-2% -$28.6K 0.73% 37
2025
Q4 		$1.63M Buy
4,696
+448
+11% +$160K 0.71% 38
2025
Q3 		$1.4M Buy
4,248
+14
+0.3% +$4.29K 0.62% 39
2025
Q2 		$1.17M Buy
4,234
+18
+0.4% +$3.91K 0.51% 38
2025
Q1 		$706K Buy
+4,216
New +$892K 0.35% 37

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

Scholtz & Company's AVGO Position: Q1 2026 in Review

Scholtz & Company reduced its Broadcom (AVGO) stake by 1.9% in Q1 2026, selling an estimated $28.6K and leaving 4,609 shares worth $1.43M. The position accounts for 0.73% of the portfolio, ranked #37.

Scholtz & Company first reported a position in AVGO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.63M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Scholtz & Company held 4,609 shares of Broadcom worth $1.43M as of Q1 2026.
  • Scholtz & Company sold 87 Broadcom shares in Q1 2026, an estimated $28.6K.
  • Broadcom made up 0.73% of Scholtz & Company's portfolio in Q1 2026, its #37 holding.
  • Scholtz & Company first reported a position in Broadcom in Q1 2025 and has held it in 5 quarters since.
  • Scholtz & Company's Broadcom position peaked at $1.63M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Scholtz & Company's 13F filing for Q1 2026, filed 15 May 2026.