Bank of Montreal
AVGO icon

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 		$14.5M Sell
47,000
-44,300
-49% -$14.6M 0.01% 963
2025
Q4 		$31.6M Buy
91,300
+800
+0.9% +$286K 0.01% 701
2025
Q3 		$29.9M Buy
90,500
+1,000
+1% +$307K 0.01% 652
2025
Q2 		$24.7M Buy
89,500
+33,500
+60% +$7.27M 0.01% 661
2025
Q1 		$9.38M Buy
56,000
+55,800
+27,900% +$11.8M ﹤0.01% 958
2024
Q4 		$46.4K Buy
+200
New +$37K ﹤0.01% 3124
2024
Q1 		– Sell
-32,000
Closed -$3.6M – 3881
2023
Q4 		$3.6M Hold
32,000
– – ﹤0.01% 1403
2023
Q3 		$2.73M Buy
+32,000
New +$2.77M ﹤0.01% 1549
2022
Q4 		– Sell
-6,000
Closed -$274 – 3960
2022
Q3 		$274 Buy
+6,000
New +$307K ﹤0.01% 2995
2021
Q2 		– Sell
-250,000
Closed -$12.1M – 3737
2021
Q1 		$12.1M Buy
+250,000
New +$11.6M 0.01% 918
2020
Q3 		– Sell
-100,000
Closed -$3.21M – 4760
2020
Q2 		$3.21M Buy
+100,000
New +$2.8M ﹤0.01% 1393
2020
Q1 		– Sell
-860,000
Closed -$27.2M – 4098
2019
Q4 		$27.2M Buy
860,000
+410,000
+91% +$12.4M 0.02% 594
2019
Q3 		$12.4M Buy
+450,000
New +$12.8M 0.01% 791
2016
Q3 		– Sell
-280,000
Closed -$4.35M – 4009
2016
Q2 		$4.35M Sell
280,000
-946,000
-77% -$14.4M 0.01% 1157
2016
Q1 		$18.9M Buy
+1,226,000
New +$16.6M 0.02% 506

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 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. 4,668 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.
  • 4,668 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.