Bryn Mawr Capital Management’s Broadcom AVGO Stock Holding History

Bryn Mawr 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	$9.89M	Sell	31,946 -3,240	-9%	-$1.07M	0.48%	61
2025 Q4	$12.2M	Buy	35,186 +366	+1%	+$131K	0.59%	47
2025 Q3	$11.5M	Buy	34,820 +6,981	+25%	+$2.14M	0.57%	49
2025 Q2	$7.67M	Buy	27,839 +10,616	+62%	+$2.31M	0.42%	66
2025 Q1	$2.88M	Buy	17,223 +10,621	+161%	+$2.25M	0.17%	111
2024 Q4	$1.53M	Buy	6,602 +543	+9%	+$100K	0.08%	174
2024 Q3	$1.05M	Buy	6,059 +759	+14%	+$122K	0.06%	217
2024 Q2	$851K	Buy	5,300 +160	+3%	+$22.4K	0.05%	233
2024 Q1	$681K	Sell	5,140 -100	-2%	-$12.4K	0.04%	256
2023 Q4	$585K	Sell	5,240 -1,620	-24%	-$153K	0.04%	267
2023 Q3	$570K	Buy	6,860 +4,110	+149%	+$356K	0.04%	263
2023 Q2	$239K	Buy	+2,750	New	+$196K	0.02%	265

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

Bryn Mawr Capital Management's AVGO Position: Q1 2026 in Review

Bryn Mawr Capital Management reduced its Broadcom (AVGO) stake by 9.2% in Q1 2026, selling an estimated $1.07M and leaving 31,946 shares worth $9.89M. The position accounts for 0.48% of the portfolio, ranked #61.

Bryn Mawr Capital Management first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.2M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Bryn Mawr Capital Management held 31,946 shares of Broadcom worth $9.89M as of Q1 2026.
Bryn Mawr Capital Management sold 3,240 Broadcom shares in Q1 2026, an estimated $1.07M.
Broadcom made up 0.48% of Bryn Mawr Capital Management's portfolio in Q1 2026, its #61 holding.
Bryn Mawr Capital Management first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
Bryn Mawr Capital Management's Broadcom position peaked at $12.2M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q1 2026, filed 4 May 2026.