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Spurstone Advisory Services’s Broadcom AVGO Stock Holding History

Spurstone 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
2026
Q1 		$3.4K Buy
+11
New +$3.62K 0.06% 36
2025
Q3 		– Sell
-270
Closed -$74.4K – 120
2025
Q2 		$74.4K Buy
+270
New +$58.6K 1.13% 17

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Spurstone Advisory Services's AVGO Position: Q1 2026 in Review

Spurstone Advisory Services opened a new position in Broadcom (AVGO) in Q1 2026: 11 shares worth $3.4K. The stake represents 0.06% of the portfolio and ranks #36 among its holdings. This is a return to the name: Spurstone Advisory Services previously reported a position in AVGO as recently as Q2 2025.

Spurstone Advisory Services first reported a position in AVGO in Q2 2025 and has held it in 2 quarters since. The position peaked at $74.4K in Q2 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Spurstone Advisory Services held 11 shares of Broadcom worth $3.4K as of Q1 2026.
  • Broadcom was a new Spurstone Advisory Services position in Q1 2026.
  • Broadcom made up 0.06% of Spurstone Advisory Services's portfolio in Q1 2026, its #36 holding.
  • Spurstone Advisory Services first reported a position in Broadcom in Q2 2025 and has held it in 2 quarters since.
  • Spurstone Advisory Services's Broadcom position peaked at $74.4K in Q2 2025.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.