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AGF Management’s Broadcom AVGO Stock Holding History

AGF 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 		$412M Sell
1,332,543
-658,228
-33% -$217M 1.85% 7
2025
Q4 		$689M Buy
1,990,771
+160,198
+9% +$57.3M 2.99% 4
2025
Q3 		$604M Sell
1,830,573
-498,240
-21% -$153M 2.66% 5
2025
Q2 		$642M Buy
2,328,813
+495,959
+27% +$108M 2.91% 3
2025
Q1 		$307M Buy
1,832,854
+76,099
+4% +$16.1M 1.62% 10
2024
Q4 		$407M Buy
1,756,755
+782,527
+80% +$145M 2.03% 7
2024
Q3 		$168M Buy
974,228
+338,908
+53% +$54.3M 0.85% 27
2024
Q2 		$102M Sell
635,320
-9,940
-2% -$1.39M 0.57% 56
2024
Q1 		$85.5M Sell
645,260
-371,950
-37% -$46.1M 0.47% 72
2023
Q4 		$114M Sell
1,017,210
-38,850
-4% -$3.68M 0.67% 45
2023
Q3 		$87.7M Sell
1,056,060
-6,560
-0.6% -$569K 0.62% 53
2023
Q2 		$92.2M Sell
1,062,620
-34,650
-3% -$2.47M 0.67% 53
2023
Q1 		$70.4M Sell
1,097,270
-24,810
-2% -$1.49M 0.48% 71
2022
Q4 		$62.7M Buy
+1,122,080
New +$56.3M 0.46% 73

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

AGF Management's AVGO Position: Q1 2026 in Review

AGF Management reduced its Broadcom (AVGO) stake by 33% in Q1 2026, selling an estimated $217M and leaving 1,332,543 shares worth $412M. The position accounts for 1.85% of the portfolio, ranked #7.

AGF Management first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. The position peaked at $689M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • AGF Management held 1,332,543 shares of Broadcom worth $412M as of Q1 2026.
  • AGF Management sold 658,228 Broadcom shares in Q1 2026, an estimated $217M.
  • Broadcom made up 1.85% of AGF Management's portfolio in Q1 2026, its #7 holding.
  • AGF Management first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
  • AGF Management's Broadcom position peaked at $689M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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