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SMI Advisory Services’s Broadcom AVGO Stock Holding History

SMI Advisory Services’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
2025
Q4 		– Sell
-884
Closed -$299K – 62
2025
Q3 		$299K Hold
884
– – 0.06% 41
2025
Q2 		$248K Buy
+884
New +$192K 0.05% 45

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SMI Advisory Services's AVGO Position: Q4 2025 in Review

SMI Advisory Services sold out of Broadcom (AVGO) in Q4 2025, closing a stake of 884 shares — an estimated $299K sold.

SMI Advisory Services first reported a position in AVGO in Q2 2025 and held it in 2 quarters. The position peaked at $299K in Q3 2025. 4,720 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

  • SMI Advisory Services reported no remaining Broadcom position as of Q4 2025 after selling out during the quarter.
  • SMI Advisory Services sold 884 Broadcom shares in Q4 2025, an estimated $299K.
  • SMI Advisory Services first reported a position in Broadcom in Q2 2025 and held it in 2 quarters.
  • SMI Advisory Services's Broadcom position peaked at $299K in Q3 2025.
  • 4,720 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on SMI Advisory Services's 13F filing for Q4 2025, filed 13 Jan 2026.