Bank of Montreal
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Bank of Montreal’s Broadcom AVGO Stock Holding History

Bank of Montreal’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 		$4.61M Buy
14,900
+2,800
+23% +$921K ﹤0.01% 1341
2025
Q4 		$4.19M Buy
12,100
+2,500
+26% +$894K ﹤0.01% 1391
2025
Q3 		$3.17M Hold
9,600
– – ﹤0.01% 1481
2025
Q2 		$2.65M Buy
+9,600
New +$2.08M ﹤0.01% 1480
2024
Q1 		– Sell
-719,000
Closed -$80.8M – 3880
2023
Q4 		$80.8M Buy
719,000
+702,000
+4,129% +$66.5M 0.02% 350
2023
Q3 		$1.45M Sell
17,000
-13,000
-43% -$1.13M ﹤0.01% 1867
2023
Q2 		$2.64M Buy
+30,000
New +$2.14M ﹤0.01% 1662
2022
Q4 		– Sell
-3,000
Closed -$137 – 3959
2022
Q3 		$137 Buy
+3,000
New +$153K ﹤0.01% 3354
2021
Q2 		– Sell
-400,000
Closed -$19.4M – 3736
2021
Q1 		$19.4M Buy
+400,000
New +$18.5M 0.01% 703
2020
Q3 		– Sell
-730,000
Closed -$23.5M – 4759
2020
Q2 		$23.5M Buy
+730,000
New +$20.4M 0.02% 538
2019
Q4 		– Sell
-220,000
Closed -$6.07M – 4844
2019
Q3 		$6.07M Buy
220,000
+120,000
+120% +$3.41M 0.01% 1103
2019
Q2 		$2.88M Sell
100,000
-325,000
-76% -$9.47M ﹤0.01% 1470
2019
Q1 		$12.8M Buy
425,000
+352,920
+490% +$9.57M 0.01% 765
2018
Q4 		$1.83M Buy
72,080
+21,080
+41% +$497K ﹤0.01% 1566
2018
Q3 		$1.26M Buy
+51,000
New +$1.14M ﹤0.01% 1903
2018
Q1 		– Sell
-74,000
Closed -$1.9M – 4157
2017
Q4 		$1.9M Buy
+74,000
New +$1.92M ﹤0.01% 1600

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 of Montreal's AVGO Position: Q1 2026 in Review

Bank of Montreal reduced its Broadcom (AVGO) stake by 12% in Q1 2026, selling an estimated $434M and leaving 9,877,142 shares worth $3.06B. The position accounts for 1.14% of the portfolio, ranked #17.

Bank of Montreal first reported a position in AVGO in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.87B in Q4 2025. 4,674 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Bank of Montreal held 9,877,142 shares of Broadcom worth $3.06B as of Q1 2026.
  • Bank of Montreal sold 1,318,358 Broadcom shares in Q1 2026, an estimated $434M.
  • Broadcom made up 1.14% of Bank of Montreal's portfolio in Q1 2026, its #17 holding.
  • Bank of Montreal first reported a position in Broadcom in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Broadcom position peaked at $3.87B in Q4 2025.
  • 4,674 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.