CS
AVGO icon

Cannell & Spears’s Broadcom AVGO Stock Holding History

Cannell & Spears’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 		$44.3M Sell
143,183
-62,286
-30% -$20.5M 0.87% 32
2025
Q4 		$71.1M Buy
205,469
+51,735
+34% +$18.5M 1.33% 18
2025
Q3 		$50.7M Sell
153,734
-109,389
-42% -$33.6M 0.96% 26
2025
Q2 		$72.5M Buy
263,123
+97,232
+59% +$21.1M 1.46% 12
2025
Q1 		$27.8M Sell
165,891
-39,650
-19% -$8.39M 0.6% 54
2024
Q4 		$47.7M Buy
205,541
+54,396
+36% +$10.1M 0.98% 28
2024
Q3 		$26.1M Buy
151,145
+101,665
+205% +$16.3M 0.51% 60
2024
Q2 		$7.94M Sell
49,480
-4,670
-9% -$654K 0.16% 101
2024
Q1 		$7.18M Sell
54,150
-6,270
-10% -$777K 0.15% 111
2023
Q4 		$6.74M Buy
60,420
+3,010
+5% +$285K 0.54% 30
2023
Q3 		$4.77M Sell
57,410
-1,280
-2% -$111K 0.41% 37
2023
Q2 		$5.09M Sell
58,690
-12,820
-18% -$914K 0.42% 39
2023
Q1 		$4.59M Sell
71,510
-2,380
-3% -$143K 0.41% 41
2022
Q4 		$4.13M Sell
73,890
-3,230
-4% -$162K 0.39% 43
2022
Q3 		$3.42M Sell
77,120
-390
-0.5% -$19.9K 0.34% 47
2022
Q2 		$3.77M Sell
77,510
-630
-0.8% -$35.4K 0.34% 48
2022
Q1 		$4.92M Sell
78,140
-580
-0.7% -$34.5K 0.37% 43
2021
Q4 		$5.24M Sell
78,720
-1,710
-2% -$96.1K 0.35% 48
2021
Q3 		$3.9M Buy
80,430
+90
+0.1% +$4.38K 0.28% 53
2021
Q2 		$3.83M Buy
80,340
+2,230
+3% +$103K 0.28% 57
2021
Q1 		$3.62M Sell
78,110
-49,660
-39% -$2.3M 0.28% 51
2020
Q4 		$5.59M Buy
127,770
+2,010
+2% +$78.4K 0.47% 39
2020
Q3 		$4.58M Buy
125,760
+3,770
+3% +$126K 0.44% 41
2020
Q2 		$3.85M Sell
121,990
-70,180
-37% -$1.96M 0.4% 45
2020
Q1 		$4.56M Buy
+192,170
New +$5.41M 0.56% 36
2016
Q3 		– Sell
-16,200
Closed -$252K – 128
2016
Q2 		$252K Hold
16,200
– – 0.03% 106
2016
Q1 		$250K Buy
16,200
+210
+1% +$2.84K 0.03% 110
2015
Q4 		$232K Sell
15,990
-1,710
-10% -$22.2K 0.03% 114
2015
Q3 		$221K Buy
+17,700
New +$224K 0.03% 123

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

Cannell & Spears's AVGO Position: Q1 2026 in Review

Cannell & Spears reduced its Broadcom (AVGO) stake by 30% in Q1 2026, selling an estimated $20.5M and leaving 143,183 shares worth $44.3M. The position accounts for 0.87% of the portfolio, ranked #32.

Cannell & Spears first reported a position in AVGO in Q3 2015 and has held it in 29 quarters since. The position peaked at $72.5M in Q2 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Cannell & Spears held 143,183 shares of Broadcom worth $44.3M as of Q1 2026.
  • Cannell & Spears sold 62,286 Broadcom shares in Q1 2026, an estimated $20.5M.
  • Broadcom made up 0.87% of Cannell & Spears's portfolio in Q1 2026, its #32 holding.
  • Cannell & Spears first reported a position in Broadcom in Q3 2015 and has held it in 29 quarters since.
  • Cannell & Spears's Broadcom position peaked at $72.5M in Q2 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.