Adapt Investment Managers’s Broadcom AVGO Stock Holding History

Adapt Investment Managers’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	–	Sell	-875,000	Closed	-$303M	–	141
2025 Q4	$303M	Hold	875,000	–	–	2.23%	10
2025 Q3	$289M	Sell	875,000 -200,000	-19%	-$61.4M	2.71%	10
2025 Q2	$296M	Buy	1,075,000 +875,000	+438%	+$190M	3.72%	6
2025 Q1	$33.5M	Sell	200,000 -800,000	-80%	-$169M	1.14%	28
2024 Q4	$242M	Buy	+1,000,000	New	+$185M	6.24%	4

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Adapt Investment Managers's AVGO Position: Q1 2026 in Review

Adapt Investment Managers reduced its Broadcom (AVGO) stake by 99% in Q1 2026, selling an estimated $33.5M and leaving 800 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #129.

Adapt Investment Managers first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $52.8M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Adapt Investment Managers held 800 shares of Broadcom worth $248K as of Q1 2026.
Adapt Investment Managers sold 101,852 Broadcom shares in Q1 2026, an estimated $33.5M.
Broadcom made up ﹤0.01% of Adapt Investment Managers's portfolio in Q1 2026, its #129 holding.
Adapt Investment Managers first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
Adapt Investment Managers's Broadcom position peaked at $52.8M in Q3 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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