Stiles Financial Services’s Broadcom AVGO Stock Holding History

Stiles Financial 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	$3.92M	Sell	12,661 -24	-0.2%	-$7.9K	1.2%	19
2025 Q4	$4.39M	Buy	12,685 +402	+3%	+$144K	1.35%	14
2025 Q3	$4.05M	Buy	12,283 +630	+5%	+$193K	1.28%	16
2025 Q2	$3.21M	Buy	11,653 +325	+3%	+$70.6K	1.11%	25
2025 Q1	$1.9M	Sell	11,328 -518	-4%	-$110K	0.73%	52
2024 Q4	$2.75M	Sell	11,846 -275	-2%	-$50.9K	0.99%	30
2024 Q3	$2.09M	Sell	12,121 -439	-3%	-$70.4K	0.74%	44
2024 Q2	$2.02M	Sell	12,560 -450	-3%	-$63.1K	0.78%	43
2024 Q1	$1.73M	Sell	13,010 -20	-0.2%	-$2.48K	0.69%	48
2023 Q4	$1.46M	Buy	13,030 +6,110	+88%	+$579K	0.66%	49
2023 Q3	$574K	Hold	6,920	–	–	0.3%	94
2023 Q2	$600K	Buy	6,920 +20	+0.3%	+$1.43K	0.3%	93
2023 Q1	$443K	Buy	6,900 +30	+0.4%	+$1.8K	0.24%	107
2022 Q4	$384K	Buy	6,870 +1,920	+39%	+$96.3K	0.22%	115
2022 Q3	$220K	Buy	4,950 +30	+0.6%	+$1.53K	0.13%	150
2022 Q2	$239K	Buy	4,920 +210	+4%	+$11.8K	0.14%	141
2022 Q1	$297K	Buy	4,710 +340	+8%	+$20.2K	0.15%	131
2021 Q4	$291K	Buy	+4,370	New	+$246K	0.14%	142

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

Stiles Financial Services's AVGO Position: Q1 2026 in Review

Stiles Financial Services reduced its Broadcom (AVGO) stake by 0.19% in Q1 2026, selling an estimated $7.9K and leaving 12,661 shares worth $3.92M. The position accounts for 1.2% of the portfolio, ranked #19.

Stiles Financial Services first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.39M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Stiles Financial Services held 12,661 shares of Broadcom worth $3.92M as of Q1 2026.
Stiles Financial Services sold 24 Broadcom shares in Q1 2026, an estimated $7.9K.
Broadcom made up 1.2% of Stiles Financial Services's portfolio in Q1 2026, its #19 holding.
Stiles Financial Services first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
Stiles Financial Services's Broadcom position peaked at $4.39M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.