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 Q2	$12M	Sell	31,841 -105	-0.3%	-$42.1K	0.52%	51
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bryn Mawr Capital Management's AVGO Position: Q2 2026 in Review

Bryn Mawr Capital Management reduced its Broadcom (AVGO) stake by 0.33% in Q2 2026, selling an estimated $42.1K and leaving 31,841 shares worth $12M. The position accounts for 0.52% of the portfolio, ranked #51.

Bryn Mawr Capital Management first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.2M in Q4 2025. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Bryn Mawr Capital Management held 31,841 shares of Broadcom worth $12M as of Q2 2026.
Bryn Mawr Capital Management sold 105 Broadcom shares in Q2 2026, an estimated $42.1K.
Broadcom made up 0.52% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #51 holding.
Bryn Mawr Capital Management first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
Bryn Mawr Capital Management's Broadcom position peaked at $12.2M in Q4 2025.
4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.