ZIM
AVGO icon

Zacks Investment Management’s Broadcom AVGO Stock Holding History

Zacks Investment Management’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 		$242M Buy
782,470
+1,890
+0.2% +$622K 1.94% 9
2025
Q4 		$270M Buy
780,580
+75,531
+11% +$27M 2.12% 7
2025
Q3 		$233M Sell
705,049
-1,804
-0.3% -$553K 1.85% 8
2025
Q2 		$195M Buy
706,853
+5,515
+0.8% +$1.2M 1.67% 9
2025
Q1 		$117M Buy
701,338
+129,660
+23% +$27.4M 1.1% 22
2024
Q4 		$133M Sell
571,678
-418,150
-42% -$77.3M 1.23% 17
2024
Q3 		$171M Sell
989,828
-142,182
-13% -$22.8M 1.48% 12
2024
Q2 		$160M Buy
1,132,010
+168,380
+17% +$23.6M 1.8% 8
2024
Q1 		$128M Buy
963,630
+36,310
+4% +$4.5M 1.36% 16
2023
Q4 		$104M Sell
927,320
-59,600
-6% -$5.64M 1.28% 17
2023
Q3 		$82M Sell
986,920
-9,310
-0.9% -$807K 1.06% 24
2023
Q2 		$86.4M Buy
996,230
+5,900
+0.6% +$421K 1.08% 25
2023
Q1 		$63.5M Buy
990,330
+33,990
+4% +$2.04M 0.85% 34
2022
Q4 		$53.5M Buy
956,340
+11,520
+1% +$578K 0.75% 39
2022
Q3 		$42M Buy
944,820
+28,480
+3% +$1.45M 0.67% 44
2022
Q2 		$44.5M Buy
916,340
+53,970
+6% +$3.03M 0.68% 49
2022
Q1 		$54.3M Buy
862,370
+56,230
+7% +$3.34M 0.75% 39
2021
Q4 		$53.6M Buy
806,140
+171,200
+27% +$9.62M 0.75% 40
2021
Q3 		$30.8M Buy
634,940
+20,480
+3% +$996K 0.49% 63
2021
Q2 		$29.3M Sell
614,460
-94,430
-13% -$4.38M 0.47% 68
2021
Q1 		$32.9M Sell
708,890
-33,460
-5% -$1.55M 0.59% 56
2020
Q4 		$32.5M Sell
742,350
-9,580
-1% -$373K 0.6% 57
2020
Q3 		$27.4M Buy
751,930
+96,010
+15% +$3.22M 0.56% 59
2020
Q2 		$20.7M Sell
655,920
-145,510
-18% -$4.07M 0.46% 65
2020
Q1 		$19M Buy
801,430
+4,280
+0.5% +$121K 0.47% 60
2019
Q4 		$25.2M Buy
797,150
+19,210
+2% +$583K 0.47% 63
2019
Q3 		$21.5M Buy
777,940
+21,400
+3% +$608K 0.43% 65
2019
Q2 		$21.8M Buy
756,540
+606,970
+406% +$17.7M 0.45% 63
2019
Q1 		$4.5M Buy
+149,570
New +$4.05M 0.1% 159
2017
Q4 		– Sell
-8,280
Closed -$201K – 576
2017
Q3 		$201K Sell
8,280
-3,590
-30% -$88.8K ﹤0.01% 528
2017
Q2 		$277K Buy
11,870
+1,430
+14% +$33.2K 0.01% 498
2017
Q1 		$229K Sell
10,440
-5,820
-36% -$120K 0.01% 546
2016
Q4 		$287K Buy
+16,260
New +$282K 0.01% 514
2015
Q4 		– Sell
-86,030
Closed -$1.07M – 563
2015
Q3 		$1.07M Sell
86,030
-482,320
-85% -$6.09M 0.04% 282
2015
Q2 		$7.55M Sell
568,350
-39,210
-6% -$514K 0.24% 111
2015
Q1 		$7.71M Buy
607,560
+160,410
+36% +$1.84M 0.24% 116
2014
Q4 		$4.5M Buy
447,150
+151,350
+51% +$1.35M 0.15% 145
2014
Q3 		$2.57M Buy
+295,800
New +$2.31M 0.09% 160

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

Zacks Investment Management's AVGO Position: Q1 2026 in Review

Zacks Investment Management increased its Broadcom (AVGO) stake by 0.24% in Q1 2026, buying an estimated $622K and bringing the position to 782,470 shares worth $242M. The position accounts for 1.94% of the portfolio, ranked #9.

Zacks Investment Management first reported a position in AVGO in Q3 2014 and has held it in 38 quarters since. The position peaked at $270M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Zacks Investment Management held 782,470 shares of Broadcom worth $242M as of Q1 2026.
  • Zacks Investment Management bought 1,890 Broadcom shares in Q1 2026, an estimated $622K.
  • Broadcom made up 1.94% of Zacks Investment Management's portfolio in Q1 2026, its #9 holding.
  • Zacks Investment Management first reported a position in Broadcom in Q3 2014 and has held it in 38 quarters since.
  • Zacks Investment Management's Broadcom position peaked at $270M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.