BCM
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Barrier Capital Management’s Broadcom AVGO Stock Holding History

Barrier Capital 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 		$2.12M Buy
6,843
+2,845
+71% +$936K 1.86% 16
2025
Q4 		$1.38M Buy
+3,998
New +$1.43M 1.02% 14
2024
Q4 		– Sell
-40,340
Closed -$6.96M – 13
2024
Q3 		$6.96M Buy
+40,340
New +$6.47M 6.45% 9

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

Barrier Capital Management's AVGO Position: Q1 2026 in Review

Barrier Capital Management increased its Broadcom (AVGO) stake by 71% in Q1 2026, buying an estimated $936K and bringing the position to 6,843 shares worth $2.12M. The position accounts for 1.86% of the portfolio, ranked #16.

Barrier Capital Management first reported a position in AVGO in Q3 2024 and has held it in 3 quarters since. The position peaked at $6.96M in Q3 2024. 4,675 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Barrier Capital Management held 6,843 shares of Broadcom worth $2.12M as of Q1 2026.
  • Barrier Capital Management bought 2,845 Broadcom shares in Q1 2026, an estimated $936K.
  • Broadcom made up 1.86% of Barrier Capital Management's portfolio in Q1 2026, its #16 holding.
  • Barrier Capital Management first reported a position in Broadcom in Q3 2024 and has held it in 3 quarters since.
  • Barrier Capital Management's Broadcom position peaked at $6.96M in Q3 2024.
  • 4,675 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Barrier Capital Management's 13F filing for Q1 2026, filed 15 May 2026.