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Strategic Financial Services’s Broadcom AVGO Stock Holding History

Strategic 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 		$1.32M Buy
4,252
+18
+0.4% +$5.92K 0.06% 61
2025
Q4 		$1.41M Buy
4,234
+2,490
+143% +$890K 0.07% 63
2025
Q3 		$575K Buy
1,744
+60
+4% +$18.4K 0.03% 88
2025
Q2 		$464K Buy
+1,684
New +$366K 0.03% 97

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

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

Strategic Financial Services increased its Broadcom (AVGO) stake by 0.43% in Q1 2026, buying an estimated $5.92K and bringing the position to 4,252 shares worth $1.32M. The position accounts for 0.06% of the portfolio, ranked #61.

Strategic Financial Services first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.41M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Strategic Financial Services held 4,252 shares of Broadcom worth $1.32M as of Q1 2026.
  • Strategic Financial Services bought 18 Broadcom shares in Q1 2026, an estimated $5.92K.
  • Broadcom made up 0.06% of Strategic Financial Services's portfolio in Q1 2026, its #61 holding.
  • Strategic Financial Services first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • Strategic Financial Services's Broadcom position peaked at $1.41M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.