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Caldwell Investment Management’s Broadcom AVGO Stock Holding History

Caldwell Investment 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
-4,100
Closed -$1.43M – 58
2025
Q4 		$1.43M Buy
+4,100
New +$1.47M 0.88% 20
2025
Q3 		– Sell
-6,800
Closed -$1.87M – 28
2025
Q2 		$1.87M Buy
6,800
+3,200
+89% +$695K 1.62% 10
2025
Q1 		$605K Sell
3,600
-6,900
-66% -$1.46M 0.45% 29
2024
Q4 		$2.47M Buy
10,500
+6,200
+144% +$1.15M 1.67% 12
2024
Q3 		$742K Sell
4,300
-11,700
-73% -$1.88M 0.52% 29
2024
Q2 		$2.57M Hold
16,000
– – 1.93% 11
2024
Q1 		$2.12M Sell
16,000
-3,000
-16% -$372K 1.58% 14
2023
Q4 		$2.13M Buy
19,000
+6,000
+46% +$568K 1.63% 13
2023
Q3 		$1.07M Sell
13,000
-9,000
-41% -$780K 1.04% 22
2023
Q2 		$1.9M Sell
22,000
-16,000
-42% -$1.14M 1.44% 15
2023
Q1 		$2.44M Buy
38,000
+11,000
+41% +$662K 2.42% 10
2022
Q4 		$1.51M Buy
+27,000
New +$1.35M 1.6% 17
2022
Q3 		– Sell
-8,380
Closed -$407K – 27
2022
Q2 		$407K Sell
8,380
-8,140
-49% -$457K 0.41% 27
2022
Q1 		$1.04M Sell
16,520
-11,550
-41% -$686K 0.83% 24
2021
Q4 		$1.87M Buy
+28,070
New +$1.58M 1.46% 17

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

Caldwell Investment Management's AVGO Position: Q1 2026 in Review

Caldwell Investment Management sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 4,100 shares — an estimated $1.43M sold.

Caldwell Investment Management first reported a position in AVGO in Q4 2021 and held it in 15 quarters. The position peaked at $2.57M in Q2 2024. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Caldwell Investment Management reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • Caldwell Investment Management sold 4,100 Broadcom shares in Q1 2026, an estimated $1.43M.
  • Caldwell Investment Management first reported a position in Broadcom in Q4 2021 and held it in 15 quarters.
  • Caldwell Investment Management's Broadcom position peaked at $2.57M in Q2 2024.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.