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Calamos Wealth Management’s Broadcom AVGO Stock Holding History

Calamos Wealth 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 		$277K Hold
800
– – 0.01% 449
2025
Q4 		$264K Buy
+800
New +$286K 0.01% 383
2024
Q4 		– Sell
-2,900
Closed -$4.66M – 332
2024
Q3 		$4.66M Buy
+2,900
New +$465K 0.24% 77

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

Calamos Wealth Management's AVGO Position: Q1 2026 in Review

Calamos Wealth Management reduced its Broadcom (AVGO) stake by 4.7% in Q1 2026, selling an estimated $3.16M and leaving 194,526 shares worth $60.2M. The position accounts for 2.07% of the portfolio, ranked #10.

Calamos Wealth Management first reported a position in AVGO in Q2 2015 and has held it in 41 quarters since. The position peaked at $70.6M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Calamos Wealth Management held 194,526 shares of Broadcom worth $60.2M as of Q1 2026.
  • Calamos Wealth Management sold 9,595 Broadcom shares in Q1 2026, an estimated $3.16M.
  • Broadcom made up 2.07% of Calamos Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Calamos Wealth Management first reported a position in Broadcom in Q2 2015 and has held it in 41 quarters since.
  • Calamos Wealth Management's Broadcom position peaked at $70.6M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.