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Valued Retirements’s Broadcom AVGO Stock Holding History

Valued Retirements’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 		$619K Hold
2,000
– – 0.61% 40
2025
Q4 		$692K Hold
2,000
– – 0.68% 37
2025
Q3 		$551K Hold
2,000
– – 0.62% 42
2025
Q2 		$551K Hold
2,000
– – 0.62% 42
2025
Q1 		$335K Hold
2,000
– – 0.44% 56
2024
Q4 		$464K Hold
2,000
– – 0.62% 47
2024
Q3 		$345K Hold
2,000
– – 0.48% 52
2024
Q2 		$321K Hold
2,000
– – 0.49% 51
2024
Q1 		$265K Hold
2,000
– – 0.42% 51
2023
Q4 		$223K Buy
+2,000
New +$189K 0.39% 57

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

Valued Retirements's AVGO Position: Q1 2026 in Review

Valued Retirements held its Broadcom (AVGO) position steady in Q1 2026 at 2,000 shares worth $619K. The position accounts for 0.61% of the portfolio, ranked #40.

Valued Retirements first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $692K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Valued Retirements held 2,000 shares of Broadcom worth $619K as of Q1 2026.
  • Valued Retirements left its Broadcom share count unchanged in Q1 2026.
  • Broadcom made up 0.61% of Valued Retirements's portfolio in Q1 2026, its #40 holding.
  • Valued Retirements first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • Valued Retirements's Broadcom position peaked at $692K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.