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AVGO icon

Sunbelt Securities’s Broadcom AVGO Stock Holding History

Sunbelt Securities’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 		$25.6M Buy
82,762
+1,504
+2% +$495K 1.62% 5
2025
Q4 		$28.1M Sell
81,258
-629
-0.8% -$225K 1.88% 5
2025
Q3 		$27M Buy
81,887
+8,865
+12% +$2.72M 1.87% 6
2025
Q2 		$16.9M Buy
73,022
+4,896
+7% +$1.06M 1.49% 9
2025
Q1 		$11.4M Sell
68,126
-4,890
-7% -$1.03M 1.02% 14
2024
Q4 		$17.2M Buy
73,016
+185
+0.3% +$34.2K 1.52% 9
2024
Q3 		$12.6M Buy
72,831
+2,251
+3% +$361K 1.23% 10
2024
Q2 		$11.3M Buy
70,580
+1,290
+2% +$181K 1.16% 12
2024
Q1 		$9.18M Buy
69,290
+20,980
+43% +$2.6M 1.02% 12
2023
Q4 		$5.39M Sell
48,310
-1,150
-2% -$109K 0.68% 26
2023
Q3 		$4.11M Sell
49,460
-510
-1% -$44.2K 0.57% 36
2023
Q2 		$4.33M Sell
49,970
-5,670
-10% -$404K 0.62% 29
2023
Q1 		$3.53M Buy
55,640
+4,140
+8% +$249K 0.57% 37
2022
Q4 		$2.88M Sell
51,500
-100
-0.2% -$5.01K 0.56% 41
2022
Q3 		$2.29M Buy
51,600
+1,440
+3% +$73.6K 0.48% 48
2022
Q2 		$2.44M Sell
50,160
-760
-1% -$42.7K 0.52% 41
2022
Q1 		$3.21M Sell
50,920
-25,340
-33% -$1.51M 0.59% 36
2021
Q4 		$4.58M Sell
76,260
-8,400
-10% -$472K 0.74% 27
2021
Q3 		$3.96M Hold
84,660
– – 0.71% 35
2021
Q2 		$3.96M Buy
84,660
+1,310
+2% +$60.7K 0.71% 35
2021
Q1 		$3.87M Buy
83,350
+10,920
+15% +$505K 0.76% 32
2020
Q4 		$3.17M Buy
72,430
+25,490
+54% +$994K 0.66% 40
2020
Q3 		$1.71M Buy
46,940
+3,880
+9% +$130K 0.48% 59
2020
Q2 		$1.36M Buy
43,060
+6,170
+17% +$173K 0.47% 57
2020
Q1 		$875K Sell
36,890
-2,420
-6% -$68.2K 0.04% 160
2019
Q4 		$1.24M Buy
39,310
+6,620
+20% +$201K 0.13% 166
2019
Q3 		$903K Buy
32,690
+8,780
+37% +$250K 0.1% 196
2019
Q2 		$688K Buy
23,910
+13,880
+138% +$404K 0.3% 98
2019
Q1 		$302K Buy
+10,030
New +$272K 0.15% 176

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

Sunbelt Securities's AVGO Position: Q1 2026 in Review

Sunbelt Securities increased its Broadcom (AVGO) stake by 1.9% in Q1 2026, buying an estimated $495K and bringing the position to 82,762 shares worth $25.6M. The position accounts for 1.62% of the portfolio, ranked #5.

Sunbelt Securities first reported a position in AVGO in Q1 2019 and has held it in 29 quarters since. The position peaked at $28.1M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Sunbelt Securities held 82,762 shares of Broadcom worth $25.6M as of Q1 2026.
  • Sunbelt Securities bought 1,504 Broadcom shares in Q1 2026, an estimated $495K.
  • Broadcom made up 1.62% of Sunbelt Securities's portfolio in Q1 2026, its #5 holding.
  • Sunbelt Securities first reported a position in Broadcom in Q1 2019 and has held it in 29 quarters since.
  • Sunbelt Securities's Broadcom position peaked at $28.1M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.