BCM
AVGO icon

Boreal Capital Management’s Broadcom AVGO Stock Holding History

Boreal 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
Q2 		$3.21M Sell
8,502
-350
-4% -$140K 2.39% 9
2026
Q1 		$2.74M Buy
8,852
+1,654
+23% +$544K 2.23% 9
2025
Q4 		$2.49M Buy
7,198
+1,007
+16% +$360K 1.88% 11
2025
Q3 		$2.04M Buy
6,191
+958
+18% +$294K 1.65% 11
2025
Q2 		$1.44M Buy
+5,233
New +$1.14M 1.19% 16

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boreal Capital Management's AVGO Position: Q2 2026 in Review

Boreal Capital Management reduced its Broadcom (AVGO) stake by 4% in Q2 2026, selling an estimated $140K and leaving 8,502 shares worth $3.21M. The position accounts for 2.39% of the portfolio, ranked #9.

Boreal Capital Management first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Boreal Capital Management held 8,502 shares of Broadcom worth $3.21M as of Q2 2026.
  • Boreal Capital Management sold 350 Broadcom shares in Q2 2026, an estimated $140K.
  • Broadcom made up 2.39% of Boreal Capital Management's portfolio in Q2 2026, its #9 holding.
  • Boreal Capital Management first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.