SM
AVGO icon

Sweeney & Michel’s Broadcom AVGO Stock Holding History

Sweeney & Michel’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 		$368K Buy
970
+2
+0.2% +$658 0.11% 106
2025
Q4 		$332K Sell
968
-84
-8% -$30K 0.1% 111
2025
Q3 		$341K Sell
1,052
-55
-5% -$16.9K 0.11% 102
2025
Q2 		$304K Buy
+1,107
New +$240K 0.11% 107

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

Sweeney & Michel's AVGO Position: Q1 2026 in Review

Sweeney & Michel increased its Broadcom (AVGO) stake by 0.21% in Q1 2026, buying an estimated $658 and bringing the position to 970 shares worth $368K. The position accounts for 0.11% of the portfolio, ranked #106.

Sweeney & Michel first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Sweeney & Michel held 970 shares of Broadcom worth $368K as of Q1 2026.
  • Sweeney & Michel bought 2 Broadcom shares in Q1 2026, an estimated $658.
  • Broadcom made up 0.11% of Sweeney & Michel's portfolio in Q1 2026, its #106 holding.
  • Sweeney & Michel first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.