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Azimuth Capital Investment Management’s Broadcom AVGO Stock Holding History

Azimuth Capital Investment 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 		$77.9M Buy
251,841
+1,707
+0.7% +$562K 2.93% 4
2025
Q4 		$86.6M Sell
250,134
-4,164
-2% -$1.49M 3.1% 4
2025
Q3 		$83.9M Sell
254,298
-22,334
-8% -$6.85M 3.01% 4
2025
Q2 		$76.3M Sell
276,632
-598
-0.2% -$130K 2.84% 4
2025
Q1 		$46.4M Buy
277,230
+71,435
+35% +$15.1M 1.85% 6
2024
Q4 		$47.7M Sell
205,795
-51,344
-20% -$9.5M 1.85% 7
2024
Q3 		$44.4M Buy
257,139
+889
+0.3% +$143K 1.72% 5
2024
Q2 		$41.1M Buy
256,250
+3,210
+1% +$450K 1.67% 7
2024
Q1 		$33.5M Sell
253,040
-139,030
-35% -$17.2M 1.38% 10
2023
Q4 		$43.8M Sell
392,070
-2,280
-0.6% -$216K 1.97% 4
2023
Q3 		$32.8M Sell
394,350
-4,800
-1% -$416K 1.61% 6
2023
Q2 		$34.6M Sell
399,150
-41,790
-9% -$2.98M 1.65% 4
2023
Q1 		$28.3M Sell
440,940
-7,300
-2% -$439K 1.39% 6
2022
Q4 		$25.1M Sell
448,240
-3,390
-0.8% -$170K 1.27% 13
2022
Q3 		$20.1M Buy
451,630
+131,210
+41% +$6.7M 1.1% 19
2022
Q2 		$15.6M Buy
+320,420
New +$18M 0.78% 34

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

Azimuth Capital Investment Management's AVGO Position: Q1 2026 in Review

Azimuth Capital Investment Management increased its Broadcom (AVGO) stake by 0.68% in Q1 2026, buying an estimated $562K and bringing the position to 251,841 shares worth $77.9M. The position accounts for 2.93% of the portfolio, ranked #4.

Azimuth Capital Investment Management first reported a position in AVGO in Q2 2022 and has held it in 16 quarters since. The position peaked at $86.6M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Azimuth Capital Investment Management held 251,841 shares of Broadcom worth $77.9M as of Q1 2026.
  • Azimuth Capital Investment Management bought 1,707 Broadcom shares in Q1 2026, an estimated $562K.
  • Broadcom made up 2.93% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #4 holding.
  • Azimuth Capital Investment Management first reported a position in Broadcom in Q2 2022 and has held it in 16 quarters since.
  • Azimuth Capital Investment Management's Broadcom position peaked at $86.6M in Q4 2025.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.