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Bourgeon Capital Management’s Broadcom AVGO Stock Holding History

Bourgeon 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 		– Sell
-2,233
Closed -$773K – 110
2025
Q4 		$773K Buy
2,233
+132
+6% +$47.2K 0.13% 68
2025
Q3 		$693K Hold
2,101
– – 0.13% 65
2025
Q2 		$579K Buy
+2,101
New +$456K 0.11% 68
2023
Q1 		– Sell
-40
Closed -$2.24K – 329
2022
Q4 		$2.24K Hold
40
– – ﹤0.01% 305
2022
Q3 		$2K Buy
+40
New +$2.04K ﹤0.01% 302

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

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

Bourgeon Capital Management sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 2,233 shares — an estimated $773K sold.

Bourgeon Capital Management first reported a position in AVGO in Q3 2022 and held it in 5 quarters. The position peaked at $773K in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Bourgeon Capital Management reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • Bourgeon Capital Management sold 2,233 Broadcom shares in Q1 2026, an estimated $773K.
  • Bourgeon Capital Management first reported a position in Broadcom in Q3 2022 and held it in 5 quarters.
  • Bourgeon Capital Management's Broadcom position peaked at $773K in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.