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Summit Financial’s Broadcom AVGO Stock Holding History

Summit 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 		$43.7M Buy
141,104
+42,365
+43% +$13.9M 0.56% 28
2025
Q4 		$34.2M Sell
98,739
-7,860
-7% -$2.81M 0.5% 31
2025
Q3 		$35.2M Buy
106,599
+3,436
+3% +$1.05M 0.54% 29
2025
Q2 		$28.4M Buy
103,163
+7,077
+7% +$1.54M 0.64% 27
2025
Q1 		$16.1M Buy
96,086
+3,209
+3% +$679K 0.45% 40
2024
Q4 		$21.5M Buy
92,877
+4,299
+5% +$795K 0.76% 19
2024
Q3 		$15.3M Buy
88,578
+6,938
+8% +$1.11M 0.6% 26
2024
Q2 		$13.1M Buy
81,640
+15,250
+23% +$2.14M 0.6% 23
2024
Q1 		$8.8M Sell
66,390
-20,480
-24% -$2.54M 0.52% 24
2023
Q4 		$9.7M Buy
86,870
+3,360
+4% +$318K 0.63% 20
2023
Q3 		$6.94M Buy
83,510
+4,290
+5% +$372K 0.51% 25
2023
Q2 		$6.87M Buy
79,220
+56,600
+250% +$4.04M 0.5% 25
2023
Q1 		$1.45M Buy
22,620
+930
+4% +$56K 0.13% 84
2022
Q4 		$1.21M Buy
21,690
+4,160
+24% +$209K 0.11% 97
2022
Q3 		$779K Buy
17,530
+7,750
+79% +$396K 0.07% 128
2022
Q2 		$475K Buy
9,780
+3,870
+65% +$217K 0.04% 159
2022
Q1 		$372K Sell
5,910
-690
-10% -$41K 0.03% 206
2021
Q4 		$439K Buy
6,600
+920
+16% +$51.7K 0.03% 178
2021
Q3 		$275K Buy
+5,680
New +$276K 0.02% 194

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

Summit Financial's AVGO Position: Q1 2026 in Review

Summit Financial increased its Broadcom (AVGO) stake by 43% in Q1 2026, buying an estimated $13.9M and bringing the position to 141,104 shares worth $43.7M. The position accounts for 0.56% of the portfolio, ranked #28.

Summit Financial first reported a position in AVGO in Q3 2021 and has held it in 19 quarters since. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Summit Financial held 141,104 shares of Broadcom worth $43.7M as of Q1 2026.
  • Summit Financial bought 42,365 Broadcom shares in Q1 2026, an estimated $13.9M.
  • Broadcom made up 0.56% of Summit Financial's portfolio in Q1 2026, its #28 holding.
  • Summit Financial first reported a position in Broadcom in Q3 2021 and has held it in 19 quarters since.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.