Swisher Financial Concepts’s Broadcom AVGO Stock Holding History

Swisher Financial Concepts’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	$1.56M	Sell	5,048 -62	-1%	-$20.4K	0.87%	20
2025 Q4	$1.77M	Sell	5,110 -198	-4%	-$70.8K	1%	19
2025 Q3	$1.75M	Buy	5,308 +2,330	+78%	+$715K	1.05%	18
2025 Q2	$821K	Sell	2,978 -20	-0.7%	-$4.34K	0.53%	33
2025 Q1	$502K	Buy	2,998 +2,102	+235%	+$445K	0.41%	43
2024 Q4	$208K	Sell	896 -1,658	-65%	-$307K	0.24%	60
2024 Q3	$441K	Buy	2,554 +4	+0.2%	+$641	0.28%	56
2024 Q2	$423K	Sell	2,550 -270	-10%	-$37.8K	0.43%	45
2024 Q1	$376K	Sell	2,820 -450	-14%	-$55.8K	0.33%	49
2023 Q4	$362K	Buy	+3,270	New	+$310K	0.35%	50

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

Swisher Financial Concepts's AVGO Position: Q1 2026 in Review

Swisher Financial Concepts reduced its Broadcom (AVGO) stake by 1.2% in Q1 2026, selling an estimated $20.4K and leaving 5,048 shares worth $1.56M. The position accounts for 0.87% of the portfolio, ranked #20.

Swisher Financial Concepts first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.77M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Swisher Financial Concepts held 5,048 shares of Broadcom worth $1.56M as of Q1 2026.
Swisher Financial Concepts sold 62 Broadcom shares in Q1 2026, an estimated $20.4K.
Broadcom made up 0.87% of Swisher Financial Concepts's portfolio in Q1 2026, its #20 holding.
Swisher Financial Concepts first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Swisher Financial Concepts's Broadcom position peaked at $1.77M in Q4 2025.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.