SGI
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Summit Global Investments’s Broadcom AVGO Stock Holding History

Summit Global Investments’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 		$7.02M Buy
22,688
+1,386
+7% +$456K 0.41% 35
2025
Q4 		$7.37M Buy
21,302
+19,830
+1,347% +$7.09M 0.44% 28
2025
Q3 		$485K Buy
1,472
+334
+29% +$102K 0.03% 307
2025
Q2 		$314K Sell
1,138
-1,053
-48% -$229K 0.02% 383
2025
Q1 		$367K Buy
2,191
+44
+2% +$9.31K 0.03% 338
2024
Q4 		$498K Sell
2,147
-6,907
-76% -$1.28M 0.03% 364
2024
Q3 		$1.56M Sell
9,054
-5,806
-39% -$931K 0.1% 158
2024
Q2 		$2.38M Buy
14,860
+8,850
+147% +$1.24M 0.16% 115
2024
Q1 		$797K Buy
6,010
+3,310
+123% +$410K 0.06% 255
2023
Q4 		$302K Buy
+2,700
New +$256K 0.02% 426
2023
Q2 		– Sell
-111,770
Closed -$7.17M – 537
2023
Q1 		$7.17M Buy
111,770
+19,480
+21% +$1.17M 0.55% 42
2022
Q4 		$5.16M Buy
92,290
+800
+0.9% +$40.1K 0.44% 70
2022
Q3 		$4.06M Buy
91,490
+58,340
+176% +$2.98M 0.38% 80
2022
Q2 		$1.61M Buy
33,150
+800
+2% +$44.9K 0.14% 154
2022
Q1 		$2.04M Sell
32,350
-26,500
-45% -$1.57M 0.15% 145
2021
Q4 		$3.92M Sell
58,850
-24,760
-30% -$1.39M 0.25% 86
2021
Q3 		$4.05M Buy
+83,610
New +$4.07M 0.3% 74
2018
Q2 		– Sell
-21,430
Closed -$505K – 257
2018
Q1 		$505K Buy
21,430
+2,960
+16% +$74.5K 0.08% 237
2017
Q4 		$474K Buy
+18,470
New +$480K 0.07% 247

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 Global Investments's AVGO Position: Q1 2026 in Review

Summit Global Investments increased its Broadcom (AVGO) stake by 6.5% in Q1 2026, buying an estimated $456K and bringing the position to 22,688 shares worth $7.02M. The position accounts for 0.41% of the portfolio, ranked #35.

Summit Global Investments first reported a position in AVGO in Q4 2017 and has held it in 19 quarters since. The position peaked at $7.37M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Summit Global Investments held 22,688 shares of Broadcom worth $7.02M as of Q1 2026.
  • Summit Global Investments bought 1,386 Broadcom shares in Q1 2026, an estimated $456K.
  • Broadcom made up 0.41% of Summit Global Investments's portfolio in Q1 2026, its #35 holding.
  • Summit Global Investments first reported a position in Broadcom in Q4 2017 and has held it in 19 quarters since.
  • Summit Global Investments's Broadcom position peaked at $7.37M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.