South Shore Capital Advisors’s Broadcom AVGO Stock Holding History

South Shore Capital Advisors’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	$3.13M	Sell	10,098 -613	-6%	-$202K	2.29%	12
2025 Q4	$3.71M	Buy	+10,711	New	+$3.83M	2.71%	8
2022 Q3	$686K	Hold	15,450	–	–	1.6%	16
2022 Q2	$751K	Buy	15,450 +200	+1%	+$11.2K	1.57%	15
2022 Q1	$960K	Buy	15,250 +780	+5%	+$46.3K	1.56%	12
2021 Q4	$963K	Buy	14,470 +760	+6%	+$42.7K	1.57%	13
2021 Q3	$665K	Sell	13,710 -140	-1%	-$6.81K	1.2%	23
2021 Q2	$660K	Sell	13,850 -10,460	-43%	-$485K	1.17%	19
2021 Q1	$1.13M	Sell	24,310 -1,380	-5%	-$63.8K	1.12%	20
2020 Q4	$1.12M	Buy	+25,690	New	+$1M	1.11%	20

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

South Shore Capital Advisors's AVGO Position: Q1 2026 in Review

South Shore Capital Advisors reduced its Broadcom (AVGO) stake by 5.7% in Q1 2026, selling an estimated $202K and leaving 10,098 shares worth $3.13M. The position accounts for 2.29% of the portfolio, ranked #12.

South Shore Capital Advisors first reported a position in AVGO in Q4 2020 and has held it in 10 quarters since. The position peaked at $3.71M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

South Shore Capital Advisors held 10,098 shares of Broadcom worth $3.13M as of Q1 2026.
South Shore Capital Advisors sold 613 Broadcom shares in Q1 2026, an estimated $202K.
Broadcom made up 2.29% of South Shore Capital Advisors's portfolio in Q1 2026, its #12 holding.
South Shore Capital Advisors first reported a position in Broadcom in Q4 2020 and has held it in 10 quarters since.
South Shore Capital Advisors's Broadcom position peaked at $3.71M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.