Stifel Financial’s Broadcom AVGO Stock Holding History

Stifel Financial’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	$1.39B	Sell	4,492,789 -129,630	-3%	-$42.7M	1.28%	6
2025 Q4	$1.6B	Sell	4,622,419 -108,693	-2%	-$38.9M	1.44%	6
2025 Q3	$1.56B	Sell	4,731,112 -194,902	-4%	-$59.8M	1.43%	5
2025 Q2	$1.36B	Buy	4,926,014 +90,346	+2%	+$19.6M	1.32%	5
2025 Q1	$810M	Sell	4,835,668 -148,417	-3%	-$31.4M	0.86%	14
2024 Q4	$1.16B	Sell	4,984,085 -23,139	-0.5%	-$4.28M	1.2%	7
2024 Q3	$864M	Sell	5,007,224 -87,186	-2%	-$14M	0.91%	13
2024 Q2	$818M	Sell	5,094,410 -66,090	-1%	-$9.26M	0.92%	14
2024 Q1	$684M	Sell	5,160,500 -262,010	-5%	-$32.5M	0.78%	18
2023 Q4	$605M	Buy	5,422,510 +119,610	+2%	+$11.3M	0.76%	20
2023 Q3	$441M	Sell	5,302,900 -530	-0%	-$45.9K	0.62%	30
2023 Q2	$460M	Sell	5,303,430 -553,140	-9%	-$39.4M	0.63%	27
2023 Q1	$376M	Buy	5,856,570 +1,110	+0%	+$66.8K	0.54%	42
2022 Q4	$327M	Buy	5,855,460 +23,750	+0.4%	+$1.19M	0.49%	48
2022 Q3	$259M	Buy	5,831,710 +364,990	+7%	+$18.6M	0.42%	55
2022 Q2	$266M	Buy	5,466,720 +98,520	+2%	+$5.53M	0.42%	57
2022 Q1	$338M	Buy	5,368,200 +322,220	+6%	+$19.1M	0.46%	49
2021 Q4	$336M	Buy	5,045,980 +105,620	+2%	+$5.94M	0.44%	51
2021 Q3	$240M	Buy	4,940,360 +72,060	+1%	+$3.5M	0.35%	67
2021 Q2	$232M	Buy	4,868,300 +159,620	+3%	+$7.4M	0.35%	69
2021 Q1	$218M	Buy	4,708,680 +163,910	+4%	+$7.58M	0.36%	68
2020 Q4	$199M	Sell	4,544,770 -47,150	-1%	-$1.84M	0.36%	71
2020 Q3	$167M	Buy	4,591,920 +676,710	+17%	+$22.7M	0.34%	79
2020 Q2	$124M	Buy	3,915,210 +111,890	+3%	+$3.13M	0.28%	89
2020 Q1	$90.1M	Sell	3,803,320 -1,449,190	-28%	-$40.8M	0.25%	107
2019 Q4	$166M	Buy	5,252,510 +607,000	+13%	+$18.4M	0.35%	76
2019 Q3	$128M	Sell	4,645,510 -177,010	-4%	-$5.03M	0.33%	71
2019 Q2	$139M	Buy	4,822,520 +772,600	+19%	+$22.5M	0.36%	61
2019 Q1	$122M	Buy	4,049,920 +288,460	+8%	+$7.82M	0.34%	66
2018 Q4	$95.9M	Buy	3,761,460 +212,590	+6%	+$5.02M	0.31%	78
2018 Q3	$87.3M	Buy	3,548,870 +65,680	+2%	+$1.47M	0.25%	94
2018 Q2	$84.4M	Buy	3,483,190 +1,184,060	+52%	+$29M	0.26%	90
2018 Q1	$54.1M	Sell	2,299,130 -743,420	-24%	-$18.7M	0.17%	146
2017 Q4	$78.2M	Buy	3,042,550 +275,240	+10%	+$7.16M	0.25%	99
2017 Q3	$67.1M	Buy	2,767,310 +671,700	+32%	+$16.6M	0.23%	103
2017 Q2	$48.8M	Buy	2,095,610 +103,150	+5%	+$2.39M	0.18%	133
2017 Q1	$43.7M	Buy	1,992,460 +225,080	+13%	+$4.64M	0.17%	138
2016 Q4	$31.2M	Buy	1,767,380 +397,450	+29%	+$6.89M	0.13%	178
2016 Q3	$23.6M	Buy	1,369,930 +6,470	+0.5%	+$108K	0.11%	208
2016 Q2	$21.2M	Buy	+1,363,460	New	+$20.8M	0.1%	222
2016 Q1	–	Sell	-685,330	Closed	-$9.95M	–	2242
2015 Q4	$9.95M	Buy	685,330 +188,870	+38%	+$2.45M	0.05%	349
2015 Q3	$6.21M	Buy	496,460 +8,020	+2%	+$101K	0.03%	447
2015 Q2	$6.49M	Buy	488,440 +21,210	+5%	+$278K	0.03%	481
2015 Q1	$5.93M	Sell	467,230 -134,520	-22%	-$1.54M	0.03%	561
2014 Q4	$6.05M	Buy	601,750 +69,770	+13%	+$623K	0.03%	538
2014 Q3	$4.63M	Buy	531,980 +77,340	+17%	+$604K	0.04%	487
2014 Q2	$3.28M	Sell	454,640 -111,930	-20%	-$751K	0.03%	609
2014 Q1	$3.65M	Buy	+566,570	New	+$3.32M	0.03%	546

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

Stifel Financial's AVGO Position: Q1 2026 in Review

Stifel Financial reduced its Broadcom (AVGO) stake by 2.8% in Q1 2026, selling an estimated $42.7M and leaving 4,492,789 shares worth $1.39B. The position accounts for 1.28% of the portfolio, ranked #6.

Stifel Financial first reported a position in AVGO in Q1 2014 and has held it in 48 quarters since. The position peaked at $1.6B in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Stifel Financial held 4,492,789 shares of Broadcom worth $1.39B as of Q1 2026.
Stifel Financial sold 129,630 Broadcom shares in Q1 2026, an estimated $42.7M.
Broadcom made up 1.28% of Stifel Financial's portfolio in Q1 2026, its #6 holding.
Stifel Financial first reported a position in Broadcom in Q1 2014 and has held it in 48 quarters since.
Stifel Financial's Broadcom position peaked at $1.6B in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.