Smartleaf Asset Management’s Broadcom AVGO Stock Holding History

Smartleaf Asset Management’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	$20.1M	Buy	68,462 +5,389	+9%	+$1.77M	0.73%	21
2025 Q4	$22.1M	Buy	63,073 +6,077	+11%	+$2.17M	0.84%	20
2025 Q3	$18.7M	Buy	56,996 +17,180	+43%	+$5.27M	1.16%	8
2025 Q2	$10.7M	Sell	39,816 -2,812	-7%	-$611K	0.95%	16
2025 Q1	$7.21M	Sell	42,628 -236	-0.6%	-$49.9K	0.7%	23
2024 Q4	$10.1M	Buy	42,864 +6,909	+19%	+$1.28M	1.03%	9
2024 Q3	$6.21M	Buy	35,955 +10,945	+44%	+$1.75M	0.75%	20
2024 Q2	$3.97M	Buy	25,010 +4,970	+25%	+$697K	0.65%	27
2024 Q1	$2.64M	Buy	20,040 +6,540	+48%	+$810K	0.51%	41
2023 Q4	$1.5M	Buy	+13,500	New	+$1.28M	0.4%	59

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

Smartleaf Asset Management's AVGO Position: Q1 2026 in Review

Smartleaf Asset Management increased its Broadcom (AVGO) stake by 8.5% in Q1 2026, buying an estimated $1.77M and bringing the position to 68,462 shares worth $20.1M. The position accounts for 0.73% of the portfolio, ranked #21.

Smartleaf Asset Management first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $22.1M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Smartleaf Asset Management held 68,462 shares of Broadcom worth $20.1M as of Q1 2026.
Smartleaf Asset Management bought 5,389 Broadcom shares in Q1 2026, an estimated $1.77M.
Broadcom made up 0.73% of Smartleaf Asset Management's portfolio in Q1 2026, its #21 holding.
Smartleaf Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Broadcom position peaked at $22.1M in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.