AAM
AVGO icon

Aureus Asset Management’s Broadcom AVGO Stock Holding History

Aureus Asset 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 		$48.2M Buy
155,784
+3,823
+3% +$1.26M 3.21% 11
2025
Q4 		$52.6M Sell
151,961
-60,472
-28% -$21.6M 3.35% 7
2025
Q3 		$70.1M Sell
212,433
-24,544
-10% -$7.53M 4.56% 3
2025
Q2 		$65.3M Sell
236,977
-3,424
-1% -$744K 4.18% 5
2025
Q1 		$40.3M Buy
240,401
+21,602
+10% +$4.57M 2.82% 9
2024
Q4 		$50.7M Sell
218,799
-3,202
-1% -$592K 3.28% 7
2024
Q3 		$38.3M Sell
222,001
-519
-0.2% -$83.2K 2.51% 11
2024
Q2 		$35.7M Buy
222,520
+135,780
+157% +$19M 2.5% 17
2024
Q1 		$11.5M Sell
86,740
-12,810
-13% -$1.59M 0.78% 32
2023
Q4 		$11.1M Sell
99,550
-1,670
-2% -$158K 0.81% 31
2023
Q3 		$8.41M Sell
101,220
-7,360
-7% -$638K 0.68% 34
2023
Q2 		$9.42M Sell
108,580
-35,040
-24% -$2.5M 0.71% 33
2023
Q1 		$9.21M Buy
143,620
+2,030
+1% +$122K 0.73% 33
2022
Q4 		$7.92M Buy
141,590
+10,120
+8% +$507K 0.68% 32
2022
Q3 		$5.84M Buy
131,470
+7,460
+6% +$381K 0.51% 37
2022
Q2 		$6.02M Buy
124,010
+23,510
+23% +$1.32M 0.49% 37
2022
Q1 		$6.33M Buy
100,500
+5,270
+6% +$313K 0.42% 40
2021
Q4 		$6.34M Buy
95,230
+10,660
+13% +$599K 0.39% 40
2021
Q3 		$4.1M Buy
84,570
+8,050
+11% +$391K 0.27% 45
2021
Q2 		$3.65M Buy
76,520
+11,920
+18% +$552K 0.23% 53
2021
Q1 		$3M Buy
64,600
+660
+1% +$30.5K 0.23% 51
2020
Q4 		$2.8M Buy
63,940
+3,160
+5% +$123K 0.24% 48
2020
Q3 		$2.21M Buy
60,780
+2,860
+5% +$95.8K 0.21% 54
2020
Q2 		$1.83M Buy
57,920
+3,880
+7% +$109K 0.2% 54
2020
Q1 		$1.28M Buy
54,040
+13,390
+33% +$377K 0.18% 59
2019
Q4 		$1.28M Buy
40,650
+4,910
+14% +$149K 0.14% 70
2019
Q3 		$987K Buy
35,740
+4,120
+13% +$117K 0.12% 79
2019
Q2 		$910K Sell
31,620
-9,150
-22% -$267K 0.11% 82
2019
Q1 		$1.23M Buy
40,770
+4,860
+14% +$132K 0.16% 66
2018
Q4 		$913K Buy
35,910
+4,700
+15% +$111K 0.14% 74
2018
Q3 		$770K Sell
31,210
-1,990
-6% -$44.6K 0.1% 91
2018
Q2 		$806K Buy
33,200
+1,000
+3% +$24.5K 0.11% 87
2018
Q1 		$759K Buy
32,200
+3,170
+11% +$79.8K 0.11% 85
2017
Q4 		$746K Buy
29,030
+4,600
+19% +$120K 0.12% 87
2017
Q3 		$593K Buy
24,430
+3,400
+16% +$84.1K 0.09% 95
2017
Q2 		$490K Buy
21,030
+2,200
+12% +$51K 0.08% 100
2017
Q1 		$435K Buy
18,830
+4,100
+28% +$84.4K 0.08% 107
2016
Q4 		$260K Buy
14,730
+1,900
+15% +$32.9K 0.05% 125
2016
Q3 		$221K Buy
+12,830
New +$215K 0.04% 135
2016
Q2 		– Sell
-15,400
Closed -$238K – 130
2016
Q1 		$238K Buy
+15,400
New +$208K 0.05% 90

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

Aureus Asset Management's AVGO Position: Q1 2026 in Review

Aureus Asset Management increased its Broadcom (AVGO) stake by 2.5% in Q1 2026, buying an estimated $1.26M and bringing the position to 155,784 shares worth $48.2M. The position accounts for 3.21% of the portfolio, ranked #11.

Aureus Asset Management first reported a position in AVGO in Q1 2016 and has held it in 40 quarters since. The position peaked at $70.1M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Aureus Asset Management held 155,784 shares of Broadcom worth $48.2M as of Q1 2026.
  • Aureus Asset Management bought 3,823 Broadcom shares in Q1 2026, an estimated $1.26M.
  • Broadcom made up 3.21% of Aureus Asset Management's portfolio in Q1 2026, its #11 holding.
  • Aureus Asset Management first reported a position in Broadcom in Q1 2016 and has held it in 40 quarters since.
  • Aureus Asset Management's Broadcom position peaked at $70.1M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.