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Atlas Capital Advisors’s Broadcom AVGO Stock Holding History

Atlas Capital Advisors’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 		$633K Sell
2,046
-895
-30% -$295K 0.07% 219
2025
Q4 		$1.02M Buy
+2,941
New +$1.05M 0.11% 150
2025
Q2 		$964K Sell
3,498
-964
-22% -$209K 0.12% 152
2025
Q1 		$747K Sell
4,462
-318
-7% -$67.3K 0.09% 186
2024
Q4 		$1.11M Sell
4,780
-470
-9% -$86.9K 0.14% 124
2024
Q3 		$906K Hold
5,250
– – 0.14% 133
2024
Q2 		$843K Sell
5,250
-2,480
-32% -$348K 0.11% 146
2024
Q1 		$1.02M Sell
7,730
-550
-7% -$68.1K 0.16% 119
2023
Q4 		$924K Buy
8,280
+1,080
+15% +$102K 0.13% 132
2023
Q3 		$598K Sell
7,200
-80
-1% -$6.93K 0.1% 166
2023
Q2 		$631K Sell
7,280
-220
-3% -$15.7K 0.1% 163
2023
Q1 		$481K Buy
7,500
+5,580
+291% +$336K 0.08% 203
2022
Q4 		$107K Sell
1,920
-80
-4% -$4.01K 0.02% 436
2022
Q3 		$88.8K Buy
2,000
+60
+3% +$3.06K 0.02% 462
2022
Q2 		$94.2K Buy
1,940
+260
+15% +$14.6K 0.02% 476
2022
Q1 		$106K Buy
1,680
+870
+107% +$51.7K 0.02% 459
2021
Q4 		$53.9K Hold
810
– – 0.01% 521
2021
Q3 		$39.3K Hold
810
– – 0.01% 551
2021
Q2 		$38.6K Buy
810
+340
+72% +$15.8K 0.01% 560
2021
Q1 		$21.8K Buy
+470
New +$21.7K ﹤0.01% 591
2018
Q4 		– Sell
-6,250
Closed -$156K – 562
2018
Q3 		$156K Sell
6,250
-4,780
-43% -$107K 0.05% 313
2018
Q2 		$230K Buy
11,030
+6,250
+131% +$153K 0.08% 255
2018
Q1 		$113K Buy
+4,780
New +$120K 0.03% 331

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

Atlas Capital Advisors's AVGO Position: Q1 2026 in Review

Atlas Capital Advisors reduced its Broadcom (AVGO) stake by 30% in Q1 2026, selling an estimated $295K and leaving 2,046 shares worth $633K. The position accounts for 0.07% of the portfolio, ranked #219.

Atlas Capital Advisors first reported a position in AVGO in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.11M in Q4 2024. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Atlas Capital Advisors held 2,046 shares of Broadcom worth $633K as of Q1 2026.
  • Atlas Capital Advisors sold 895 Broadcom shares in Q1 2026, an estimated $295K.
  • Broadcom made up 0.07% of Atlas Capital Advisors's portfolio in Q1 2026, its #219 holding.
  • Atlas Capital Advisors first reported a position in Broadcom in Q1 2018 and has held it in 23 quarters since.
  • Atlas Capital Advisors's Broadcom position peaked at $1.11M in Q4 2024.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.