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Summit Trail Advisors’s Broadcom AVGO Stock Holding History

Summit Trail Advisors’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 		$3.02M Buy
+300
New +$98.7K 0.04% 307
2025
Q4 		– Hold
0
– -$4.01M – 1306
2025
Q3 		– Hold
0
– – – 183
2018
Q1 		– Sell
-2,500
Closed -$2K – 528
2017
Q4 		$2K Buy
+2,500
New +$65K ﹤0.01% 1612

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 Trail Advisors's AVGO Position: Q1 2026 in Review

Summit Trail Advisors increased its Broadcom (AVGO) stake by 4.3% in Q1 2026, buying an estimated $10.4M and bringing the position to 758,861 shares worth $235M. The position accounts for 3.36% of the portfolio, ranked #3.

Summit Trail Advisors first reported a position in AVGO in Q4 2017 and has held it in 29 quarters since. The position peaked at $252M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Summit Trail Advisors held 758,861 shares of Broadcom worth $235M as of Q1 2026.
  • Summit Trail Advisors bought 31,594 Broadcom shares in Q1 2026, an estimated $10.4M.
  • Broadcom made up 3.36% of Summit Trail Advisors's portfolio in Q1 2026, its #3 holding.
  • Summit Trail Advisors first reported a position in Broadcom in Q4 2017 and has held it in 29 quarters since.
  • Summit Trail Advisors's Broadcom position peaked at $252M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.