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Warm Springs Advisors’s Broadcom AVGO Stock Holding History

Warm Springs Advisors’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 		$9.36M Sell
30,246
-365
-1% -$120K 7.95% 2
2025
Q4 		$10.6M Sell
30,611
-1,079
-3% -$386K 8.2% 2
2025
Q3 		$10.5M Sell
31,690
-54
-0.2% -$16.6K 7.94% 2
2025
Q2 		$8.75M Sell
31,744
-1,074
-3% -$233K 7.51% 2
2025
Q1 		$5.49M Buy
32,818
+10,145
+45% +$2.15M 5.52% 3
2024
Q4 		$5.26M Buy
+22,673
New +$4.19M 4.88% 6

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Warm Springs Advisors's AVGO Position: Q1 2026 in Review

Warm Springs Advisors reduced its Broadcom (AVGO) stake by 1.2% in Q1 2026, selling an estimated $120K and leaving 30,246 shares worth $9.36M. The position accounts for 7.95% of the portfolio, ranked #2.

Warm Springs Advisors first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.6M in Q4 2025. 4,674 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Warm Springs Advisors held 30,246 shares of Broadcom worth $9.36M as of Q1 2026.
  • Warm Springs Advisors sold 365 Broadcom shares in Q1 2026, an estimated $120K.
  • Broadcom made up 7.95% of Warm Springs Advisors's portfolio in Q1 2026, its #2 holding.
  • Warm Springs Advisors first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Warm Springs Advisors's Broadcom position peaked at $10.6M in Q4 2025.
  • 4,674 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Warm Springs Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.