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AVGO icon

Callan Capital’s Broadcom AVGO Stock Holding History

Callan Capital’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
2025
Q1 		$2.81M Buy
16,787
+1,929
+13% +$408K 0.21% 64
2024
Q4 		$3.44M Buy
14,858
+380
+3% +$70.3K 0.25% 57
2024
Q3 		$2.5M Buy
14,478
+2,698
+23% +$433K 0.17% 65
2024
Q2 		$1.89M Buy
11,780
+1,510
+15% +$212K 0.16% 69
2024
Q1 		$1.36M Buy
10,270
+2,920
+40% +$362K 0.12% 85
2023
Q4 		$820K Buy
7,350
+880
+14% +$83.3K 0.08% 104
2023
Q3 		$537K Buy
6,470
+1,690
+35% +$146K 0.06% 117
2023
Q2 		$415K Sell
4,780
-850
-15% -$60.6K 0.05% 116
2023
Q1 		$361K Sell
5,630
-130
-2% -$7.82K 0.04% 131
2022
Q4 		$322K Buy
5,760
+270
+5% +$13.5K 0.04% 138
2022
Q3 		$244K Buy
+5,490
New +$280K 0.04% 118

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Callan Capital's AVGO Position: Q1 2025 in Review

Callan Capital increased its Broadcom (AVGO) stake by 13% in Q1 2025, buying an estimated $408K and bringing the position to 16,787 shares worth $2.81M. The position accounts for 0.21% of the portfolio, ranked #64.

Callan Capital first reported a position in AVGO in Q3 2022 and has held it in 11 quarters since. The position peaked at $3.44M in Q4 2024. 3,816 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • Callan Capital held 16,787 shares of Broadcom worth $2.81M as of Q1 2025.
  • Callan Capital bought 1,929 Broadcom shares in Q1 2025, an estimated $408K.
  • Broadcom made up 0.21% of Callan Capital's portfolio in Q1 2025, its #64 holding.
  • Callan Capital first reported a position in Broadcom in Q3 2022 and has held it in 11 quarters since.
  • Callan Capital's Broadcom position peaked at $3.44M in Q4 2024.
  • 3,816 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.