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Strategic Investment Advisors’s Broadcom AVGO Stock Holding History

Strategic Investment Advisors’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 		$9.2M Buy
29,731
+5,236
+21% +$1.72M 0.64% 34
2025
Q4 		$8.48M Sell
24,495
-2,831
-10% -$1.01M 0.73% 33
2025
Q3 		$9.01M Sell
27,326
-4,899
-15% -$1.5M 0.81% 33
2025
Q2 		$8.85M Sell
32,225
-3,615
-10% -$785K 0.86% 30
2025
Q1 		$6M Sell
35,840
-11,133
-24% -$2.36M 0.64% 35
2024
Q4 		$10.9M Sell
46,973
-1,744
-4% -$323K 1.16% 27
2024
Q3 		$8.4M Buy
48,717
+1,057
+2% +$169K 0.92% 29
2024
Q2 		$7.65M Sell
47,660
-1,490
-3% -$209K 0.93% 28
2024
Q1 		$6.51M Sell
49,150
-7,660
-13% -$949K 0.84% 30
2023
Q4 		$6.34M Sell
56,810
-1,370
-2% -$130K 0.92% 28
2023
Q3 		$4.83M Buy
58,180
+26,870
+86% +$2.33M 0.8% 25
2023
Q2 		$2.72M Buy
31,310
+200
+0.6% +$14.3K 0.38% 34
2023
Q1 		$2M Buy
31,110
+1,710
+6% +$103K 0.36% 43
2022
Q4 		$1.64M Buy
29,400
+2,190
+8% +$110K 0.34% 55
2022
Q3 		$1.21M Buy
27,210
+10,310
+61% +$527K 0.27% 62
2022
Q2 		$821K Buy
16,900
+160
+1% +$8.98K 0.16% 91
2022
Q1 		$1.05M Buy
+16,740
New +$994K 0.2% 86

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 Investment Advisors's AVGO Position: Q1 2026 in Review

Strategic Investment Advisors increased its Broadcom (AVGO) stake by 21% in Q1 2026, buying an estimated $1.72M and bringing the position to 29,731 shares worth $9.2M. The position accounts for 0.64% of the portfolio, ranked #34.

Strategic Investment Advisors first reported a position in AVGO in Q1 2022 and has held it in 17 quarters since. The position peaked at $10.9M in Q4 2024. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Strategic Investment Advisors held 29,731 shares of Broadcom worth $9.2M as of Q1 2026.
  • Strategic Investment Advisors bought 5,236 Broadcom shares in Q1 2026, an estimated $1.72M.
  • Broadcom made up 0.64% of Strategic Investment Advisors's portfolio in Q1 2026, its #34 holding.
  • Strategic Investment Advisors first reported a position in Broadcom in Q1 2022 and has held it in 17 quarters since.
  • Strategic Investment Advisors's Broadcom position peaked at $10.9M in Q4 2024.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.