Advent Capital Management’s Broadcom AVGO Stock Holding History

Advent Capital 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	–	Sell	-8,000	Closed	-$2.77M	–	217
2025 Q4	$2.77M	Buy	8,000 +3,000	+60%	+$1.07M	0.06%	174
2025 Q3	$1.65M	Sell	5,000 -10,000	-67%	-$3.07M	0.04%	184
2025 Q2	$4.13M	Sell	15,000 -15,000	-50%	-$3.26M	0.09%	142
2025 Q1	$5.02M	Buy	+30,000	New	+$6.35M	0.11%	127
2024 Q4	–	Sell	-15,000	Closed	-$2.59M	–	212
2024 Q3	$2.59M	Buy	+15,000	New	+$2.4M	0.06%	139
2018 Q4	–	Sell	-110	Closed	-$3K	–	252
2018 Q3	$3K	Buy	+110	New	+$2.47K	﹤0.01%	295

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

Advent Capital Management's AVGO Position: Q1 2026 in Review

Advent Capital Management sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 8,000 shares — an estimated $2.77M sold.

Advent Capital Management first reported a position in AVGO in Q3 2018 and held it in 6 quarters. The position peaked at $5.02M in Q1 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Advent Capital Management reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
Advent Capital Management sold 8,000 Broadcom shares in Q1 2026, an estimated $2.77M.
Advent Capital Management first reported a position in Broadcom in Q3 2018 and held it in 6 quarters.
Advent Capital Management's Broadcom position peaked at $5.02M in Q1 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Advent Capital Management's 13F filing for Q1 2026, filed 7 May 2026.