Capstone Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $95.4M | Buy |
308,300
+30,400
| +11% | +$10M | 0.17% | 62 |
|
|
2025
Q4 | $96.2M | Buy |
277,900
+9,400
| +4% | +$3.36M | 0.19% | 59 |
|
|
2025
Q3 | $88.6M | Buy |
268,500
+187,300
| +231% | +$57.5M | 0.16% | 62 |
|
|
2025
Q2 | $22.4M | Sell |
81,200
-144,200
| -64% | -$31.3M | 0.06% | 130 |
|
|
2025
Q1 | $37.7M | Sell |
225,400
-233,500
| -51% | -$49.4M | 0.1% | 97 |
|
|
2024
Q4 | $106M | Buy |
458,900
+135,000
| +42% | +$25M | 0.26% | 47 |
|
|
2024
Q3 | $55.9M | Sell |
323,900
-30,100
| -9% | -$4.83M | 0.17% | 72 |
|
|
2024
Q2 | $56.8M | Sell |
354,000
-312,000
| -47% | -$43.7M | 0.18% | 74 |
|
|
2024
Q1 | $88.3M | Sell |
666,000
-332,000
| -33% | -$41.1M | 0.32% | 44 |
|
|
2023
Q4 | $111M | Buy |
998,000
+819,000
| +458% | +$77.5M | 0.34% | 38 |
|
|
2023
Q3 | $14.9M | Buy |
179,000
+57,000
| +47% | +$4.94M | 0.07% | 205 |
|
|
2023
Q2 | $10.6M | Buy |
122,000
+31,000
| +34% | +$2.21M | 0.05% | 239 |
|
|
2023
Q1 | $5.84M | Sell |
91,000
-67,000
| -42% | -$4.03M | 0.03% | 334 |
|
|
2022
Q4 | $8.83M | Buy |
158,000
+20,000
| +14% | +$1M | 0.06% | 258 |
|
|
2022
Q3 | $6.13M | Sell |
138,000
-18,000
| -12% | -$920K | 0.04% | 355 |
|
|
2022
Q2 | $7.58M | Sell |
156,000
-444,000
| -74% | -$24.9M | 0.04% | 312 |
|
|
2022
Q1 | $37.8M | Buy |
600,000
+50,000
| +9% | +$2.97M | 0.1% | 152 |
|
|
2021
Q4 | $36.6M | Sell |
550,000
-199,000
| -27% | -$11.2M | 0.06% | 282 |
|
|
2021
Q3 | $36.3M | Sell |
749,000
-68,000
| -8% | -$3.31M | 0.07% | 262 |
|
|
2021
Q2 | $39M | Buy |
817,000
+42,000
| +5% | +$1.95M | 0.09% | 197 |
|
|
2021
Q1 | $35.9M | Buy |
775,000
+532,000
| +219% | +$24.6M | 0.11% | 177 |
|
|
2020
Q4 | $10.6M | Sell |
243,000
-400,000
| -62% | -$15.6M | 0.04% | 390 |
|
|
2020
Q3 | $23.4M | Buy |
643,000
+251,000
| +64% | +$8.41M | 0.12% | 149 |
|
|
2020
Q2 | $12.4M | Buy |
392,000
+333,000
| +564% | +$9.32M | 0.08% | 208 |
|
|
2020
Q1 | $1.4M | Sell |
59,000
-580,000
| -91% | -$16.3M | 0.02% | 619 |
|
|
2019
Q4 | $20.2M | Sell |
639,000
-43,000
| -6% | -$1.31M | 0.11% | 200 |
|
|
2019
Q3 | $18.8M | Buy |
682,000
+158,000
| +30% | +$4.49M | 0.13% | 147 |
|
|
2019
Q2 | $15.1M | Sell |
524,000
-35,000
| -6% | -$1.02M | 0.11% | 199 |
|
|
2019
Q1 | $16.8M | Buy |
559,000
+345,000
| +161% | +$9.35M | 0.15% | 142 |
|
|
2018
Q4 | $5.44M | Buy |
214,000
+44,000
| +26% | +$1.04M | 0.07% | 230 |
|
|
2018
Q3 | $4.19M | Buy |
170,000
+161,000
| +1,789% | +$3.61M | 0.05% | 285 |
|
|
2018
Q2 | $218K | Buy |
+9,000
| New | +$221K | ﹤0.01% | 570 |
|
|
2015
Q4 | – | Sell |
-750,000
| Closed | -$9.38M | – | 466 |
|
|
2015
Q3 | $9.38M | Sell |
750,000
-1,732,000
| -70% | -$21.9M | 0.22% | 93 |
|
|
2015
Q2 | $33M | Buy |
+2,482,000
| New | +$32.5M | 0.47% | 46 |
|
|
2014
Q1 | – | Sell |
-995,000
| Closed | -$5.26M | – | 378 |
|
|
2013
Q4 | $5.26M | Sell |
995,000
-508,000
| -34% | -$2.34M | 0.06% | 186 |
|
|
2013
Q3 | $6.47M | Buy |
1,503,000
+995,000
| +196% | +$3.82M | 0.07% | 165 |
|
|
2013
Q2 | $1.9M | Buy |
+508,000
| New | +$1.77M | 0.02% | 263 |
|
Other funds holding AVGO
VCM
VPM
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.