St. Louis Financial Planners Asset Management’s Broadcom AVGO Stock Holding History

St. Louis Financial Planners 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	–	Sell	-13,826	Closed	-$4.79M	–	38
2025 Q4	$4.79M	Sell	13,826 -1,828	-12%	-$654K	2.94%	6
2025 Q3	$5.16M	Sell	15,654 -378	-2%	-$116K	3.33%	5
2025 Q2	$4.42M	Buy	+16,032	New	+$3.48M	3.37%	5
2025 Q1	–	Sell	-13,150	Closed	-$3.05M	–	28
2024 Q4	$3.05M	Sell	13,150 -175	-1%	-$32.4K	2.2%	10
2024 Q3	$2.35M	Buy	+13,325	New	+$2.14M	1.87%	11

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

St. Louis Financial Planners Asset Management's AVGO Position: Q1 2026 in Review

St. Louis Financial Planners Asset Management sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 13,826 shares — an estimated $4.79M sold.

St. Louis Financial Planners Asset Management first reported a position in AVGO in Q3 2024 and held it in 5 quarters. The position peaked at $5.16M in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

St. Louis Financial Planners Asset Management reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 13,826 Broadcom shares in Q1 2026, an estimated $4.79M.
St. Louis Financial Planners Asset Management first reported a position in Broadcom in Q3 2024 and held it in 5 quarters.
St. Louis Financial Planners Asset Management's Broadcom position peaked at $5.16M in Q3 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q1 2026, filed 7 Apr 2026.