Systematic Alpha Investments’s Broadcom AVGO Stock Holding History

Systematic Alpha Investments’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	$21.7M	Hold	70,130	–	–	0.76%	29
2025 Q4	$24.3M	Sell	70,130 -1	-0%	-$358	0.76%	27
2025 Q3	$23.1M	Hold	70,131	–	–	0.76%	26
2025 Q2	$19.3M	Buy	70,131 +1	+0%	+$217	0.69%	31
2025 Q1	$11.7M	Sell	70,130 -1	-0%	-$212	0.45%	45
2024 Q4	$16.3M	Sell	70,131 -3,419	-5%	-$632K	0.6%	34
2024 Q3	$12.7M	Sell	73,550 -661,960	-90%	-$106M	0.46%	42
2024 Q2	$11.8M	Buy	735,510 +661,950	+900%	+$92.8M	0.45%	43
2024 Q1	$9.75M	Hold	73,560	–	–	0.39%	48
2023 Q4	$8.21M	Hold	73,560	–	–	0.37%	50
2023 Q3	$6.11M	Hold	73,560	–	–	0.3%	57
2023 Q2	$6.38M	Hold	73,560	–	–	0.31%	56
2023 Q1	$4.72M	Hold	73,560	–	–	0.25%	59
2022 Q4	$4.11M	Hold	73,560	–	–	0.21%	60
2022 Q3	$3.27M	Hold	73,560	–	–	0.2%	61
2022 Q2	$3.57M	Hold	73,560	–	–	0.2%	60
2022 Q1	$4.63M	Hold	73,560	–	–	0.23%	61
2021 Q4	$4.89M	Hold	73,560	–	–	0.23%	64
2021 Q3	$3.91M	Buy	73,560 +300	+0.4%	+$14.6K	0.17%	66
2021 Q2	$3.53M	Buy	73,260 +16,260	+29%	+$753K	0.16%	68
2021 Q1	$2.64M	Hold	57,000	–	–	0.17%	66
2020 Q4	$2.5M	Buy	+57,000	New	+$2.22M	0.27%	63

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

Systematic Alpha Investments's AVGO Position: Q1 2026 in Review

Systematic Alpha Investments held its Broadcom (AVGO) position steady in Q1 2026 at 70,130 shares worth $21.7M. The position accounts for 0.76% of the portfolio, ranked #29.

Systematic Alpha Investments first reported a position in AVGO in Q4 2020 and has held it in 22 quarters since. The position peaked at $24.3M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Systematic Alpha Investments held 70,130 shares of Broadcom worth $21.7M as of Q1 2026.
Systematic Alpha Investments left its Broadcom share count unchanged in Q1 2026.
Broadcom made up 0.76% of Systematic Alpha Investments's portfolio in Q1 2026, its #29 holding.
Systematic Alpha Investments first reported a position in Broadcom in Q4 2020 and has held it in 22 quarters since.
Systematic Alpha Investments's Broadcom position peaked at $24.3M in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.