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Summit Financial Strategies’s Broadcom AVGO Stock Holding History

Summit Financial Strategies’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
-737
Closed -$255K – 171
2025
Q4 		$255K Buy
+737
New +$264K 0.02% 138
2025
Q2 		– Sell
-1,251
Closed -$209K – 156
2025
Q1 		$209K Buy
+1,251
New +$265K 0.02% 138

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Financial Strategies's AVGO Position: Q1 2026 in Review

Summit Financial Strategies sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 737 shares — an estimated $255K sold.

Summit Financial Strategies first reported a position in AVGO in Q1 2025 and held it in 2 quarters. The position peaked at $255K in Q4 2025. 4,708 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Summit Financial Strategies reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • Summit Financial Strategies sold 737 Broadcom shares in Q1 2026, an estimated $255K.
  • Summit Financial Strategies first reported a position in Broadcom in Q1 2025 and held it in 2 quarters.
  • Summit Financial Strategies's Broadcom position peaked at $255K in Q4 2025.
  • 4,708 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Summit Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.