ZIG
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Zuckerman Investment Group’s Broadcom AVGO Stock Holding History

Zuckerman Investment Group’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 		$933K Hold
3,015
– – 0.09% 73
2025
Q4 		$1.04M Buy
3,015
+795
+36% +$284K 0.09% 72
2025
Q3 		$732K Buy
2,220
+336
+18% +$103K 0.07% 96
2025
Q2 		$519K Buy
1,884
+192
+11% +$41.7K 0.05% 108
2025
Q1 		$283K Buy
1,692
+147
+10% +$31.1K 0.03% 133
2024
Q4 		$336K Sell
1,545
-55
-3% -$10.2K 0.03% 120
2024
Q3 		$276K Buy
1,600
+70
+5% +$11.2K 0.03% 124
2024
Q2 		$246K Hold
1,530
– – 0.03% 128
2024
Q1 		$203K Buy
+1,530
New +$190K 0.02% 135

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

Zuckerman Investment Group's AVGO Position: Q1 2026 in Review

Zuckerman Investment Group held its Broadcom (AVGO) position steady in Q1 2026 at 3,015 shares worth $933K. The position accounts for 0.09% of the portfolio, ranked #73.

Zuckerman Investment Group first reported a position in AVGO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Zuckerman Investment Group held 3,015 shares of Broadcom worth $933K as of Q1 2026.
  • Zuckerman Investment Group left its Broadcom share count unchanged in Q1 2026.
  • Broadcom made up 0.09% of Zuckerman Investment Group's portfolio in Q1 2026, its #73 holding.
  • Zuckerman Investment Group first reported a position in Broadcom in Q1 2024 and has held it in 9 quarters since.
  • Zuckerman Investment Group's Broadcom position peaked at $1.04M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.