Broyhill Asset Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$330K Sell
1,065
-90
-8% -$29.6K 0.3% 59
2025
Q4
$400K Sell
1,155
-225
-16% -$80.5K 0.35% 56
2025
Q3
$455K Sell
1,380
-905
-40% -$278K 0.4% 56
2025
Q2
$630K Sell
2,285
-242
-10% -$52.5K 0.57% 43
2025
Q1
$423K Sell
2,527
-610
-19% -$129K 0.34% 54
2024
Q4
$727K Buy
+3,137
New +$580K 0.64% 35

Other funds holding AVGO

Broyhill Asset Management's AVGO Position: Q1 2026 in Review

Broyhill Asset Management reduced its Broadcom (AVGO) stake by 7.8% in Q1 2026, selling an estimated $29.6K and leaving 1,065 shares worth $330K. The position accounts for 0.3% of the portfolio, ranked #59.

Broyhill Asset Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $727K in Q4 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Broyhill Asset Management held 1,065 shares of Broadcom worth $330K as of Q1 2026.
  • Broyhill Asset Management sold 90 Broadcom shares in Q1 2026, an estimated $29.6K.
  • Broadcom made up 0.3% of Broyhill Asset Management's portfolio in Q1 2026, its #59 holding.
  • Broyhill Asset Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Broyhill Asset Management's Broadcom position peaked at $727K in Q4 2024.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Broyhill Asset Management's 13F filing for Q1 2026, filed 6 May 2026.