Bailard’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $37.5M | Sell |
121,051
-4,661
| -4% | -$1.53M | 0.86% | 26 |
|
|
2025
Q4 | $43.5M | Buy |
125,712
+11,338
| +10% | +$4.05M | 0.96% | 21 |
|
|
2025
Q3 | $37.7M | Buy |
114,374
+2,330
| +2% | +$715K | 0.82% | 26 |
|
|
2025
Q2 | $30.9M | Buy |
112,044
+46,326
| +70% | +$10.1M | 0.72% | 31 |
|
|
2025
Q1 | $11M | Buy |
65,718
+5,387
| +9% | +$1.14M | 0.28% | 81 |
|
|
2024
Q4 | $14M | Buy |
60,331
+3,764
| +7% | +$696K | 0.36% | 66 |
|
|
2024
Q3 | $9.76M | Buy |
56,567
+1,397
| +3% | +$224K | 0.25% | 90 |
|
|
2024
Q2 | $8.86M | Buy |
55,170
+6,420
| +13% | +$900K | 0.24% | 91 |
|
|
2024
Q1 | $6.46M | Sell |
48,750
-90
| -0.2% | -$11.2K | 0.18% | 118 |
|
|
2023
Q4 | $5.45M | Sell |
48,840
-60
| -0.1% | -$5.68K | 0.16% | 128 |
|
|
2023
Q3 | $4.06M | Sell |
48,900
-300
| -0.6% | -$26K | 0.13% | 138 |
|
|
2023
Q2 | $4.27M | Sell |
49,200
-220
| -0.4% | -$15.7K | 0.15% | 125 |
|
|
2023
Q1 | $3.17M | Sell |
49,420
-230
| -0.5% | -$13.8K | 0.11% | 151 |
|
|
2022
Q4 | $2.78M | Sell |
49,650
-2,970
| -6% | -$149K | 0.11% | 160 |
|
|
2022
Q3 | $2.34M | Buy |
52,620
+36,110
| +219% | +$1.84M | 0.1% | 169 |
|
|
2022
Q2 | $802K | Sell |
16,510
-500
| -3% | -$28.1K | 0.03% | 272 |
|
|
2022
Q1 | $1.07M | Buy |
17,010
+330
| +2% | +$19.6K | 0.04% | 257 |
|
|
2021
Q4 | $1.11M | Buy |
16,680
+3,960
| +31% | +$223K | 0.04% | 252 |
|
|
2021
Q3 | $617K | Buy |
12,720
+1,340
| +12% | +$65.2K | 0.02% | 368 |
|
|
2021
Q2 | $543K | Sell |
11,380
-4,730
| -29% | -$219K | 0.02% | 391 |
|
|
2021
Q1 | $747K | Buy |
16,110
+1,220
| +8% | +$56.4K | 0.03% | 302 |
|
|
2020
Q4 | $652K | Sell |
14,890
-26,360
| -64% | -$1.03M | 0.03% | 272 |
|
|
2020
Q3 | $1.5M | Sell |
41,250
-300
| -0.7% | -$10K | 0.08% | 171 |
|
|
2020
Q2 | $1.31M | Sell |
41,550
-660
| -2% | -$18.5K | 0.07% | 176 |
|
|
2020
Q1 | $1M | Sell |
42,210
-93,330
| -69% | -$2.63M | 0.07% | 167 |
|
|
2019
Q4 | $4.28M | Buy |
135,540
+1,940
| +1% | +$58.9K | 0.24% | 92 |
|
|
2019
Q3 | $3.69M | Hold |
133,600
| – | – | 0.22% | 94 |
|
|
2019
Q2 | $3.85M | Buy |
133,600
+11,000
| +9% | +$321K | 0.24% | 93 |
|
|
2019
Q1 | $3.69M | Buy |
122,600
+18,000
| +17% | +$488K | 0.23% | 97 |
|
|
2018
Q4 | $2.66M | Sell |
104,600
-3,100
| -3% | -$73.2K | 0.18% | 113 |
|
|
2018
Q3 | $2.66M | Sell |
107,700
-7,140
| -6% | -$160K | 0.16% | 136 |
|
|
2018
Q2 | $2.79M | Hold |
114,840
| – | – | 0.17% | 137 |
|
|
2018
Q1 | $2.71M | Buy |
114,840
+10,070
| +10% | +$254K | 0.17% | 140 |
|
|
2017
Q4 | $2.69M | Buy |
+104,770
| New | +$2.72M | 0.17% | 144 |
|
Other funds holding AVGO
VCM
VPM
Bailard's AVGO Position: Q1 2026 in Review
Bailard reduced its Broadcom (AVGO) stake by 3.7% in Q1 2026, selling an estimated $1.53M and leaving 121,051 shares worth $37.5M. The position accounts for 0.86% of the portfolio, ranked #26.
Bailard first reported a position in AVGO in Q4 2017 and has held it in 34 quarters since. The position peaked at $43.5M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Bailard held 121,051 shares of Broadcom worth $37.5M as of Q1 2026.
- Bailard sold 4,661 Broadcom shares in Q1 2026, an estimated $1.53M.
- Broadcom made up 0.86% of Bailard's portfolio in Q1 2026, its #26 holding.
- Bailard first reported a position in Broadcom in Q4 2017 and has held it in 34 quarters since.
- Bailard's Broadcom position peaked at $43.5M in Q4 2025.
- 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.