Bank Julius Baer & Co
AVGO icon

Bank Julius Baer & Co’s Broadcom AVGO Stock Holding History

Bank Julius Baer & Co’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 		$392M Sell
1,278,536
-610,242
-32% -$201M 1.18% 25
2025
Q4 		$654M Buy
1,888,778
+243,093
+15% +$86.9M 1.81% 12
2025
Q3 		$543M Sell
1,645,685
-440,042
-21% -$135M 1.53% 14
2025
Q2 		$575M Sell
2,085,727
-134,328
-6% -$29.2M 1.71% 14
2025
Q1 		$372M Sell
2,220,055
-707,674
-24% -$150M 1.21% 18
2024
Q4 		$732M Buy
2,927,729
+307,194
+12% +$56.8M 2.26% 10
2024
Q3 		$531M Sell
2,620,535
-380,485
-13% -$61M 1.79% 13
2024
Q2 		$517M Sell
3,001,020
-1,376,910
-31% -$193M 1.98% 11
2024
Q1 		$578M Buy
4,377,930
+737,780
+20% +$91.4M 2.22% 10
2023
Q4 		$406M Buy
3,640,150
+1,079,380
+42% +$102M 1.72% 14
2023
Q3 		$213M Buy
2,560,770
+177,160
+7% +$15.4M 1.24% 24
2023
Q2 		$207M Sell
2,383,610
-70,770
-3% -$5.05M 1.23% 26
2023
Q1 		$157M Buy
2,454,380
+252,230
+11% +$15.2M 1% 27
2022
Q4 		$123M Buy
2,202,150
+1,937,160
+731% +$97.1M 0.84% 31
2022
Q3 		$11.8M Buy
264,990
+35,380
+15% +$1.81M 0.09% 124
2022
Q2 		$11.2M Sell
229,610
-34,230
-13% -$1.92M 0.08% 130
2022
Q1 		$16.6M Sell
263,840
-56,500
-18% -$3.36M 0.1% 105
2021
Q4 		$21.3M Buy
320,340
+42,070
+15% +$2.36M 0.11% 111
2021
Q3 		$13.5M Buy
278,270
+70,530
+34% +$3.43M 0.08% 145
2021
Q2 		$9.91M Sell
207,740
-43,670
-17% -$2.02M 0.06% 168
2021
Q1 		$11.7M Buy
251,410
+8,200
+3% +$379K 0.09% 149
2020
Q4 		$10.6M Buy
243,210
+53,440
+28% +$2.08M 0.09% 138
2020
Q3 		$6.91M Sell
189,770
-41,530
-18% -$1.39M 0.07% 135
2020
Q2 		$7.25M Buy
231,300
+80,200
+53% +$2.24M 0.08% 125
2020
Q1 		$3.58M Buy
+151,100
New +$4.26M 0.08% 115

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

Bank Julius Baer & Co's AVGO Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Broadcom (AVGO) stake by 32% in Q1 2026, selling an estimated $201M and leaving 1,278,536 shares worth $392M. The position accounts for 1.18% of the portfolio, ranked #25.

Bank Julius Baer & Co first reported a position in AVGO in Q1 2020 and has held it in 25 quarters since. The position peaked at $732M in Q4 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Bank Julius Baer & Co held 1,278,536 shares of Broadcom worth $392M as of Q1 2026.
  • Bank Julius Baer & Co sold 610,242 Broadcom shares in Q1 2026, an estimated $201M.
  • Broadcom made up 1.18% of Bank Julius Baer & Co's portfolio in Q1 2026, its #25 holding.
  • Bank Julius Baer & Co first reported a position in Broadcom in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's Broadcom position peaked at $732M in Q4 2024.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.