SimplyRich’s Broadcom AVGO Stock Holding History

SimplyRich’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	$2.31M	Hold	7,471	–	–	0.59%	33
2025 Q4	$2.58M	Sell	7,471 -15	-0.2%	-$5.36K	0.68%	30
2025 Q3	$2.47M	Hold	7,486	–	–	0.67%	30
2025 Q2	$2.06M	Hold	7,486	–	–	0.57%	41
2025 Q1	$1.25M	Hold	7,486	–	–	0.36%	66
2024 Q4	$1.74M	Sell	7,486 -34	-0.5%	-$6.29K	0.5%	50
2024 Q3	$1.3M	Hold	7,520	–	–	0.36%	66
2024 Q2	$1.21M	Hold	7,520	–	–	0.38%	64
2024 Q1	$997K	Hold	7,520	–	–	0.32%	77
2023 Q4	$839K	Hold	7,520	–	–	0.29%	86
2023 Q3	$624K	Hold	7,520	–	–	0.3%	83
2023 Q2	$652K	Hold	7,520	–	–	0.23%	100
2023 Q1	$482K	Hold	7,520	–	–	0.18%	111
2022 Q4	$420K	Sell	7,520 -520	-6%	-$26.1K	0.17%	122
2022 Q3	$356K	Sell	8,040 -40	-0.5%	-$2.04K	0.16%	115
2022 Q2	$392K	Sell	8,080 -1,230	-13%	-$69K	0.16%	116
2022 Q1	$586K	Buy	9,310 +1,230	+15%	+$73.1K	0.21%	105
2021 Q4	$538K	Hold	8,080	–	–	0.18%	112
2021 Q3	$391K	Buy	8,080 +250	+3%	+$12.2K	0.14%	124
2021 Q2	$373K	Buy	7,830 +320	+4%	+$14.8K	0.17%	118
2021 Q1	$348K	Hold	7,510	–	–	0.14%	129
2020 Q4	$329K	Hold	7,510	–	–	0.15%	119
2020 Q3	$274K	Hold	7,510	–	–	0.14%	124
2020 Q2	$233K	Buy	+7,510	New	+$210K	0.13%	128

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

SimplyRich's AVGO Position: Q1 2026 in Review

SimplyRich held its Broadcom (AVGO) position steady in Q1 2026 at 7,471 shares worth $2.31M. The position accounts for 0.59% of the portfolio, ranked #33.

SimplyRich first reported a position in AVGO in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.58M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

SimplyRich held 7,471 shares of Broadcom worth $2.31M as of Q1 2026.
SimplyRich left its Broadcom share count unchanged in Q1 2026.
Broadcom made up 0.59% of SimplyRich's portfolio in Q1 2026, its #33 holding.
SimplyRich first reported a position in Broadcom in Q2 2020 and has held it in 24 quarters since.
SimplyRich's Broadcom position peaked at $2.58M in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.