Capstone Investment Advisors
AVGO icon

Capstone Investment Advisors’s Broadcom AVGO Stock Holding History

Capstone Investment Advisors’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 		$117M Sell
377,895
-28,300
-7% -$9.31M 0.2% 57
2025
Q4 		$141M Buy
406,195
+365,376
+895% +$131M 0.28% 45
2025
Q3 		$13.5M Sell
40,819
-10,751
-21% -$3.3M 0.03% 264
2025
Q2 		$14.2M Sell
51,570
-423,842
-89% -$92M 0.04% 191
2025
Q1 		$79.6M Buy
475,412
+433,366
+1,031% +$91.7M 0.21% 53
2024
Q4 		$9.75M Sell
42,046
-14,588
-26% -$2.7M 0.02% 363
2024
Q3 		$9.77M Buy
56,634
+7,104
+14% +$1.14M 0.03% 305
2024
Q2 		$7.95M Buy
49,530
+18,860
+61% +$2.64M 0.02% 345
2024
Q1 		$4.07M Buy
30,670
+16,980
+124% +$2.1M 0.01% 519
2023
Q4 		$1.53M Sell
13,690
-35,110
-72% -$3.32M ﹤0.01% 890
2023
Q3 		$4.05M Buy
48,800
+46,600
+2,118% +$4.04M 0.02% 489
2023
Q2 		$191K Sell
2,200
-39,780
-95% -$2.84M ﹤0.01% 1567
2023
Q1 		$2.69M Sell
41,980
-252,820
-86% -$15.2M 0.01% 514
2022
Q4 		$16.5M Sell
294,800
-52,220
-15% -$2.62M 0.12% 143
2022
Q3 		$15.4M Buy
347,020
+247,770
+250% +$12.7M 0.09% 147
2022
Q2 		$4.82M Buy
99,250
+61,120
+160% +$3.43M 0.02% 419
2022
Q1 		$2.4M Sell
38,130
-364,890
-91% -$21.7M 0.01% 973
2021
Q4 		$26.8M Buy
403,020
+68,040
+20% +$3.82M 0.04% 352
2021
Q3 		$16.2M Buy
334,980
+292,370
+686% +$14.2M 0.03% 473
2021
Q2 		$2.03M Sell
42,610
-35,110
-45% -$1.63M ﹤0.01% 1021
2021
Q1 		$3.6M Sell
77,720
-60,790
-44% -$2.81M 0.01% 740
2020
Q4 		$6.07M Buy
138,510
+96,110
+227% +$3.75M 0.02% 538
2020
Q3 		$1.54M Buy
+42,400
New +$1.42M 0.01% 898
2020
Q1 		– Sell
-96,560
Closed -$2.72M – 1138
2019
Q4 		$3.05M Buy
+96,560
New +$2.93M 0.02% 716
2019
Q1 		– Sell
-13,870
Closed -$376K – 1290
2018
Q4 		$353K Sell
13,870
-24,750
-64% -$584K ﹤0.01% 898
2018
Q3 		$953K Sell
38,620
-12,190
-24% -$273K 0.01% 609
2018
Q2 		$1.23M Sell
50,810
-256,360
-83% -$6.29M 0.02% 351
2018
Q1 		$7.24M Buy
307,170
+292,140
+1,944% +$7.36M 0.14% 123
2017
Q4 		$386K Sell
15,030
-12,000
-44% -$312K 0.01% 317
2017
Q3 		$655K Sell
27,030
-168,040
-86% -$4.15M 0.02% 276
2017
Q2 		$4.55M Buy
195,070
+171,070
+713% +$3.97M 0.12% 140
2017
Q1 		$525K Sell
24,000
-75,010
-76% -$1.54M 0.01% 586
2016
Q4 		$1.75M Buy
+99,010
New +$1.72M 0.05% 305
2016
Q3 		– Sell
-106,000
Closed -$1.65M – 735
2016
Q2 		$1.65M Buy
+106,000
New +$1.61M 0.03% 264
2016
Q1 		– Sell
-41,000
Closed -$595K – 639
2015
Q4 		$595K Sell
41,000
-9,000
-18% -$117K 0.02% 320
2015
Q3 		$625K Buy
+50,000
New +$632K 0.01% 258

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

Capstone Investment Advisors's AVGO Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Broadcom (AVGO) stake by 7% in Q1 2026, selling an estimated $9.31M and leaving 377,895 shares worth $117M. The position accounts for 0.2% of the portfolio, ranked #57.

Capstone Investment Advisors first reported a position in AVGO in Q3 2015 and has held it in 36 quarters since. The position peaked at $141M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Capstone Investment Advisors held 377,895 shares of Broadcom worth $117M as of Q1 2026.
  • Capstone Investment Advisors sold 28,300 Broadcom shares in Q1 2026, an estimated $9.31M.
  • Broadcom made up 0.2% of Capstone Investment Advisors's portfolio in Q1 2026, its #57 holding.
  • Capstone Investment Advisors first reported a position in Broadcom in Q3 2015 and has held it in 36 quarters since.
  • Capstone Investment Advisors's Broadcom position peaked at $141M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.