1M
AVGO icon

1248 Management’s Broadcom AVGO Stock Holding History

1248 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
Q2 		$2.17M Buy
5,733
+1,330
+30% +$533K 0.85% 19
2026
Q1 		$1.36M Sell
4,403
-734
-14% -$242K 0.63% 23
2025
Q4 		$1.78M Sell
5,137
-49
-0.9% -$17.5K 0.95% 14
2025
Q3 		$1.71M Sell
5,186
-1,053
-17% -$323K 0.97% 13
2025
Q2 		$1.72M Hold
6,239
– – 0.64% 26
2025
Q1 		$1.04M Buy
6,239
+4,726
+312% +$1M 0.45% 40
2024
Q4 		$351K Buy
+1,513
New +$280K 0.15% 72

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1248 Management's AVGO Position: Q2 2026 in Review

1248 Management increased its Broadcom (AVGO) stake by 30% in Q2 2026, buying an estimated $533K and bringing the position to 5,733 shares worth $2.17M. The position accounts for 0.85% of the portfolio, ranked #19.

1248 Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • 1248 Management held 5,733 shares of Broadcom worth $2.17M as of Q2 2026.
  • 1248 Management bought 1,330 Broadcom shares in Q2 2026, an estimated $533K.
  • Broadcom made up 0.85% of 1248 Management's portfolio in Q2 2026, its #19 holding.
  • 1248 Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on 1248 Management's 13F filing for Q2 2026, filed 13 Aug 2026.