Summit Securities Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.6M | Buy |
50,300
+34,782
| +224% | +$11.4M | 1.92% | 11 |
|
|
2025
Q4 | $5.37M | Sell |
15,518
-5,168
| -25% | -$1.85M | 0.7% | 30 |
|
|
2025
Q3 | $6.82M | Buy |
+20,686
| New | +$6.35M | 1.41% | 9 |
|
|
2025
Q1 | – | Sell |
-244,800
| Closed | -$51.8M | – | 794 |
|
|
2024
Q4 | $56.8M | Buy |
244,800
+240,700
| +5,871% | +$44.5M | 11.7% | 1 |
|
|
2024
Q3 | $707K | Sell |
4,100
-4,510
| -52% | -$723K | 0.19% | 77 |
|
|
2024
Q2 | $1.38M | Buy |
8,610
+2,610
| +44% | +$366K | 0.26% | 55 |
|
|
2024
Q1 | $795K | Sell |
6,000
-121,380
| -95% | -$15M | 0.13% | 74 |
|
|
2023
Q4 | $14.2M | Buy |
127,380
+126,920
| +27,591% | +$12M | 1.28% | 15 |
|
|
2023
Q3 | $38K | Sell |
460
-41,960
| -99% | -$3.64M | ﹤0.01% | 310 |
|
|
2023
Q2 | $3.68M | Buy |
42,420
+11,420
| +37% | +$814K | 0.48% | 34 |
|
|
2023
Q1 | $1.99M | Hold |
31,000
| – | – | 0.16% | 64 |
|
|
2022
Q4 | $1.73M | Buy |
31,000
+14,520
| +88% | +$728K | 0.07% | 130 |
|
|
2022
Q3 | $732K | Buy |
16,480
+2,470
| +18% | +$126K | 0.05% | 195 |
|
|
2022
Q2 | $681K | Sell |
14,010
-76,520
| -85% | -$4.29M | 0.08% | 159 |
|
|
2022
Q1 | $5.7M | Sell |
90,530
-39,110
| -30% | -$2.32M | 0.64% | 28 |
|
|
2021
Q4 | $8.63M | Buy |
129,640
+54,520
| +73% | +$3.06M | 0.4% | 45 |
|
|
2021
Q3 | $3.64M | Sell |
75,120
-132,090
| -64% | -$6.42M | 0.28% | 84 |
|
|
2021
Q2 | $9.88M | Sell |
207,210
-4,190
| -2% | -$194K | 0.82% | 21 |
|
|
2021
Q1 | $9.8M | Buy |
211,400
+88,400
| +72% | +$4.09M | 1.08% | 14 |
|
|
2020
Q4 | $5.39M | Buy |
123,000
+19,000
| +18% | +$741K | 0.45% | 52 |
|
|
2020
Q3 | $3.79M | Sell |
104,000
-28,000
| -21% | -$938K | 0.4% | 52 |
|
|
2020
Q2 | $4.17M | Buy |
132,000
+90,000
| +214% | +$2.52M | 0.52% | 35 |
|
|
2020
Q1 | $996K | Sell |
42,000
-241,000
| -85% | -$6.79M | 0.18% | 113 |
|
|
2019
Q4 | $8.94M | Buy |
283,000
+186,000
| +192% | +$5.65M | 0.68% | 34 |
|
|
2019
Q3 | $2.68M | Sell |
97,000
-77,000
| -44% | -$2.19M | 0.24% | 70 |
|
|
2019
Q2 | $5.01M | Sell |
174,000
-1,000
| -0.6% | -$29.1K | 0.58% | 36 |
|
|
2019
Q1 | $5.26M | Buy |
175,000
+91,000
| +108% | +$2.47M | 0.96% | 21 |
|
|
2018
Q4 | $2.14M | Sell |
84,000
-219,000
| -72% | -$5.17M | 0.19% | 82 |
|
|
2018
Q3 | $7.48M | Buy |
303,000
+189,000
| +166% | +$4.24M | 2.78% | 7 |
|
|
2018
Q2 | $2.77M | Buy |
114,000
+53,000
| +87% | +$1.3M | 0.4% | 40 |
|
|
2018
Q1 | $1.44M | Sell |
61,000
-114,000
| -65% | -$2.87M | 0.35% | 44 |
|
|
2017
Q4 | $4.5M | Buy |
175,000
+119,000
| +213% | +$3.09M | 0.53% | 17 |
|
|
2017
Q3 | $1.36M | Buy |
56,000
+35,000
| +167% | +$865K | 0.23% | 51 |
|
|
2017
Q2 | $489K | Sell |
21,000
-111,000
| -84% | -$2.58M | 0.09% | 126 |
|
|
2017
Q1 | $2.89M | Buy |
132,000
+12,610
| +11% | +$260K | 0.83% | 20 |
|
|
2016
Q4 | $2.11M | Buy |
+119,390
| New | +$2.07M | 0.46% | 48 |
|
|
2016
Q3 | – | Sell |
-19,680
| Closed | -$329K | – | 158 |
|
|
2016
Q2 | $306K | Buy |
+19,680
| New | +$300K | 0.16% | 144 |
|
|
2016
Q1 | – | Sell |
-52,000
| Closed | -$755K | – | 147 |
|
|
2015
Q4 | $755K | Buy |
52,000
+43,000
| +478% | +$559K | 0.24% | 68 |
|
|
2015
Q3 | $113K | Sell |
9,000
-13,000
| -59% | -$164K | 0.08% | 111 |
|
|
2015
Q2 | $292K | Sell |
22,000
-37,000
| -63% | -$485K | 0.14% | 53 |
|
|
2015
Q1 | $749K | Buy |
59,000
+57,000
| +2,850% | +$653K | 0.56% | 26 |
|
|
2014
Q4 | $20K | Sell |
2,000
-7,000
| -78% | -$62.5K | 0.01% | 397 |
|
|
2014
Q3 | $78K | Sell |
9,000
-12,000
| -57% | -$93.7K | 0.02% | 332 |
|
|
2014
Q2 | $151K | Buy |
+21,000
| New | +$141K | 0.05% | 191 |
|
|
2014
Q1 | – | Sell |
-4,060
| Closed | -$21K | – | 406 |
|
|
2013
Q4 | $21K | Buy |
4,060
+3,720
| +1,094% | +$17.1K | ﹤0.01% | 313 |
|
|
2013
Q3 | $1K | Buy |
+340
| New | +$1.31K | ﹤0.01% | 360 |
|
Other funds holding AVGO
VCM
VPM
Summit Securities Group's AVGO Position: Q1 2026 in Review
Summit Securities Group increased its Broadcom (AVGO) stake by 224% in Q1 2026, buying an estimated $11.4M and bringing the position to 50,300 shares worth $15.6M. The position accounts for 1.92% of the portfolio, ranked #11.
Summit Securities Group first reported a position in AVGO in Q3 2013 and has held it in 46 quarters since. The position peaked at $56.8M in Q4 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Summit Securities Group held 50,300 shares of Broadcom worth $15.6M as of Q1 2026.
- Summit Securities Group bought 34,782 Broadcom shares in Q1 2026, an estimated $11.4M.
- Broadcom made up 1.92% of Summit Securities Group's portfolio in Q1 2026, its #11 holding.
- Summit Securities Group first reported a position in Broadcom in Q3 2013 and has held it in 46 quarters since.
- Summit Securities Group's Broadcom position peaked at $56.8M in Q4 2024.
- 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.