Zullo Investment Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.14M Sell
6,928
-354
-5% -$116K 0.81% 30
2025
Q4
$2.52M Buy
7,282
+150
+2% +$53.6K 0.92% 24
2025
Q3
$2.35M Buy
7,132
+69
+1% +$21.2K 0.87% 26
2025
Q2
$1.95M Buy
7,063
+7
+0.1% +$1.52K 0.79% 31
2025
Q1
$1.18M Sell
7,056
-17
-0.2% -$3.6K 0.51% 48
2024
Q4
$1.64M Buy
7,073
+3
+0% +$555 0.66% 38
2024
Q3
$1.22M Sell
7,070
-70
-1% -$11.2K 0.51% 49
2024
Q2
$1.15M Buy
7,140
+140
+2% +$19.6K 0.5% 49
2024
Q1
$928K Buy
7,000
+20
+0.3% +$2.48K 0.44% 59
2023
Q4
$780K Buy
6,980
+340
+5% +$32.2K 0.4% 62
2023
Q3
$552K Buy
6,640
+50
+0.8% +$4.33K 0.32% 69
2023
Q2
$572K Sell
6,590
-490
-7% -$34.9K 0.33% 68
2023
Q1
$454K Buy
7,080
+70
+1% +$4.21K 0.28% 76
2022
Q4
$392K Buy
7,010
+60
+0.9% +$3.01K 0.24% 83
2022
Q3
$309K Sell
6,950
-270
-4% -$13.8K 0.2% 90
2022
Q2
$351K Sell
7,220
-10
-0.1% -$561 0.22% 85
2022
Q1
$455K Sell
7,230
-250
-3% -$14.8K 0.24% 83
2021
Q4
$498K Buy
+7,480
New +$420K 0.26% 82

Other funds holding AVGO

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

Zullo Investment Group reduced its Broadcom (AVGO) stake by 4.9% in Q1 2026, selling an estimated $116K and leaving 6,928 shares worth $2.14M. The position accounts for 0.81% of the portfolio, ranked #30.

Zullo Investment Group first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.52M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Zullo Investment Group held 6,928 shares of Broadcom worth $2.14M as of Q1 2026.
  • Zullo Investment Group sold 354 Broadcom shares in Q1 2026, an estimated $116K.
  • Broadcom made up 0.81% of Zullo Investment Group's portfolio in Q1 2026, its #30 holding.
  • Zullo Investment Group first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
  • Zullo Investment Group's Broadcom position peaked at $2.52M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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