Verum Partners’s Broadcom AVGO Stock Holding History

Verum Partners’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	$2.05M	Buy	6,634 +179	+3%	+$58.9K	0.39%	43
2025 Q4	$2.23M	Buy	6,455 +106	+2%	+$37.9K	0.45%	42
2025 Q3	$2.09M	Sell	6,349 -298	-4%	-$91.4K	0.45%	43
2025 Q2	$1.83M	Sell	6,647 -581	-8%	-$126K	0.42%	45
2025 Q1	$1.21M	Sell	7,228 -449	-6%	-$95K	0.33%	50
2024 Q4	$1.78M	Buy	7,677 +157	+2%	+$29K	0.51%	43
2024 Q3	$1.3M	Buy	7,520 +90	+1%	+$14.4K	0.38%	52
2024 Q2	$1.19M	Buy	7,430 +50	+0.7%	+$7.01K	0.39%	49
2024 Q1	$978K	Buy	7,380 +260	+4%	+$32.2K	0.35%	55
2023 Q4	$795K	Sell	7,120 -950	-12%	-$90K	0.31%	61
2023 Q3	$670K	Buy	8,070 +1,370	+20%	+$119K	0.3%	63
2023 Q2	$581K	Buy	+6,700	New	+$478K	0.53%	43

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

Verum Partners's AVGO Position: Q1 2026 in Review

Verum Partners increased its Broadcom (AVGO) stake by 2.8% in Q1 2026, buying an estimated $58.9K and bringing the position to 6,634 shares worth $2.05M. The position accounts for 0.39% of the portfolio, ranked #43.

Verum Partners first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.23M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Verum Partners held 6,634 shares of Broadcom worth $2.05M as of Q1 2026.
Verum Partners bought 179 Broadcom shares in Q1 2026, an estimated $58.9K.
Broadcom made up 0.39% of Verum Partners's portfolio in Q1 2026, its #43 holding.
Verum Partners first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
Verum Partners's Broadcom position peaked at $2.23M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Verum Partners's 13F filing for Q1 2026, filed 15 Apr 2026.