Bolthouse Investments’s Broadcom AVGO Stock Holding History

Bolthouse Investments’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	$3.55M	Hold	11,480	–	–	3.21%	7
2025 Q4	$3.97M	Hold	11,480	–	–	3.53%	7
2025 Q3	$3.79M	Sell	11,480 -950	-8%	-$291K	3.43%	7
2025 Q2	$3.43M	Sell	12,430 -1,082	-8%	-$235K	3.39%	7
2025 Q1	$2.26M	Sell	13,512 -1,868	-12%	-$395K	2.36%	10
2024 Q4	$3.57M	Buy	+15,380	New	+$2.84M	3.29%	7

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bolthouse Investments's AVGO Position: Q1 2026 in Review

Bolthouse Investments held its Broadcom (AVGO) position steady in Q1 2026 at 11,480 shares worth $3.55M. The position accounts for 3.21% of the portfolio, ranked #7.

Bolthouse Investments first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.97M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Bolthouse Investments held 11,480 shares of Broadcom worth $3.55M as of Q1 2026.
Bolthouse Investments left its Broadcom share count unchanged in Q1 2026.
Broadcom made up 3.21% of Bolthouse Investments's portfolio in Q1 2026, its #7 holding.
Bolthouse Investments first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
Bolthouse Investments's Broadcom position peaked at $3.97M in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.