Sound Financial Strategies Group’s Broadcom AVGO Stock Holding History

Sound Financial Strategies Group’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	$289K	Buy	933 +82	+10%	+$27K	0.2%	77
2025 Q4	$295K	Buy	+851	New	+$304K	0.21%	100
2022 Q1	–	Sell	-13,000	Closed	-$865K	–	73
2021 Q4	$865K	Sell	13,000 -630	-5%	-$35.4K	0.43%	24
2021 Q3	$661K	Buy	13,630 +420	+3%	+$20.4K	0.33%	36
2021 Q2	$630K	Buy	+13,210	New	+$612K	0.31%	42

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

Sound Financial Strategies Group's AVGO Position: Q1 2026 in Review

Sound Financial Strategies Group increased its Broadcom (AVGO) stake by 9.6% in Q1 2026, buying an estimated $27K and bringing the position to 933 shares worth $289K. The position accounts for 0.2% of the portfolio, ranked #77.

Sound Financial Strategies Group first reported a position in AVGO in Q2 2021 and has held it in 5 quarters since. The position peaked at $865K in Q4 2021. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Sound Financial Strategies Group held 933 shares of Broadcom worth $289K as of Q1 2026.
Sound Financial Strategies Group bought 82 Broadcom shares in Q1 2026, an estimated $27K.
Broadcom made up 0.2% of Sound Financial Strategies Group's portfolio in Q1 2026, its #77 holding.
Sound Financial Strategies Group first reported a position in Broadcom in Q2 2021 and has held it in 5 quarters since.
Sound Financial Strategies Group's Broadcom position peaked at $865K in Q4 2021.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.