Summit Securities Group’s Broadcom AVGO Stock Holding History

Summit Securities Group’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
2025 Q2	–	Sell	-2,000	Closed	-$335K	–	1089
2025 Q1	$335K	Buy	+2,000	New	+$423K	0.05%	139
2022 Q1	–	Sell	-305,000	Closed	-$20.3M	–	1091
2021 Q4	$20.3M	Buy	+305,000	New	+$17.1M	0.95%	16
2021 Q1	–	Sell	-100	Closed	-$438K	–	566
2020 Q4	$438K	Hold	100	–	–	0.04%	381
2020 Q3	$364K	Buy	+100	New	+$3.35K	0.04%	256
2019 Q2	–	Sell	-400	Closed	-$1.2M	–	319
2019 Q1	$1.2M	Buy	400 +110	+38%	+$2.98K	0.22%	73
2018 Q4	$737K	Buy	+290	New	+$6.84K	0.06%	163
2018 Q2	–	Sell	-760	Closed	-$1.79M	–	217
2018 Q1	$1.79M	Buy	+760	New	+$19.1K	0.44%	40
2016 Q4	–	Sell	-150	Closed	-$259K	–	270
2016 Q3	$259K	Buy	+150	New	+$2.51K	0.09%	113

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.