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 | $230M | Sell |
741,700
-394,200
| -35% | -$130M | 0.4% | 38 |
|
|
2025
Q4 | $393M | Buy |
1,135,900
+97,100
| +9% | +$34.7M | 0.77% | 25 |
|
|
2025
Q3 | $343M | Buy |
1,038,800
+518,500
| +100% | +$159M | 0.64% | 25 |
|
|
2025
Q2 | $143M | Sell |
520,300
-336,900
| -39% | -$73.2M | 0.36% | 28 |
|
|
2025
Q1 | $144M | Sell |
857,200
-1,052,600
| -55% | -$223M | 0.38% | 32 |
|
|
2024
Q4 | $443M | Buy |
1,909,800
+463,200
| +32% | +$85.7M | 1.07% | 17 |
|
|
2024
Q3 | $250M | Sell |
1,446,600
-100,400
| -6% | -$16.1M | 0.76% | 22 |
|
|
2024
Q2 | $248M | Buy |
1,547,000
+353,000
| +30% | +$49.5M | 0.78% | 20 |
|
|
2024
Q1 | $158M | Sell |
1,194,000
-428,000
| -26% | -$53M | 0.57% | 25 |
|
|
2023
Q4 | $181M | Buy |
1,622,000
+730,000
| +82% | +$69.1M | 0.55% | 23 |
|
|
2023
Q3 | $74.1M | Buy |
892,000
+165,000
| +23% | +$14.3M | 0.33% | 31 |
|
|
2023
Q2 | $63.1M | Buy |
727,000
+172,000
| +31% | +$12.3M | 0.31% | 38 |
|
|
2023
Q1 | $35.6M | Sell |
555,000
-10,000
| -2% | -$602K | 0.18% | 58 |
|
|
2022
Q4 | $31.6M | Buy |
565,000
+18,000
| +3% | +$903K | 0.23% | 62 |
|
|
2022
Q3 | $24.3M | Buy |
547,000
+24,000
| +5% | +$1.23M | 0.15% | 81 |
|
|
2022
Q2 | $25.4M | Sell |
523,000
-1,903,000
| -78% | -$107M | 0.12% | 101 |
|
|
2022
Q1 | $153M | Sell |
2,426,000
-3,249,000
| -57% | -$193M | 0.42% | 25 |
|
|
2021
Q4 | $378M | Buy |
5,675,000
+1,283,000
| +29% | +$72.1M | 0.63% | 22 |
|
|
2021
Q3 | $213M | Buy |
4,392,000
+256,000
| +6% | +$12.4M | 0.42% | 38 |
|
|
2021
Q2 | $197M | Buy |
4,136,000
+545,000
| +15% | +$25.3M | 0.45% | 38 |
|
|
2021
Q1 | $167M | Buy |
3,591,000
+1,129,000
| +46% | +$52.2M | 0.49% | 35 |
|
|
2020
Q4 | $108M | Buy |
2,462,000
+413,000
| +20% | +$16.1M | 0.36% | 44 |
|
|
2020
Q3 | $74.6M | Buy |
2,049,000
+581,000
| +40% | +$19.5M | 0.38% | 40 |
|
|
2020
Q2 | $46.3M | Buy |
1,468,000
+1,116,000
| +317% | +$31.2M | 0.31% | 51 |
|
|
2020
Q1 | $8.35M | Sell |
352,000
-1,358,000
| -79% | -$38.3M | 0.13% | 160 |
|
|
2019
Q4 | $54M | Buy |
1,710,000
+429,000
| +33% | +$13M | 0.29% | 70 |
|
|
2019
Q3 | $35.4M | Buy |
1,281,000
+11,000
| +0.9% | +$313K | 0.24% | 88 |
|
|
2019
Q2 | $36.6M | Buy |
1,270,000
+226,000
| +22% | +$6.59M | 0.26% | 84 |
|
|
2019
Q1 | $31.4M | Buy |
1,044,000
+522,000
| +100% | +$14.2M | 0.29% | 76 |
|
|
2018
Q4 | $13.3M | Buy |
522,000
+168,000
| +47% | +$3.96M | 0.16% | 99 |
|
|
2018
Q3 | $8.73M | Buy |
354,000
+217,000
| +158% | +$4.87M | 0.1% | 167 |
|
|
2018
Q2 | $3.32M | Buy |
+137,000
| New | +$3.36M | 0.05% | 201 |
|
|
2017
Q2 | – | Sell |
-20,000
| Closed | -$437K | – | 633 |
|
|
2017
Q1 | $437K | Sell |
20,000
-8,000
| -29% | -$165K | 0.01% | 631 |
|
|
2016
Q4 | $494K | Buy |
+28,000
| New | +$485K | 0.02% | 589 |
|
|
2015
Q4 | – | Sell |
-750,000
| Closed | -$9.38M | – | 467 |
|
|
2015
Q3 | $9.38M | Buy |
+750,000
| New | +$9.48M | 0.22% | 94 |
|
|
2014
Q2 | – | Sell |
-1,466,000
| Closed | -$9.44M | – | 401 |
|
|
2014
Q1 | $9.44M | Hold |
1,466,000
| – | – | 0.12% | 119 |
|
|
2013
Q4 | $7.75M | Sell |
1,466,000
-400,000
| -21% | -$1.84M | 0.08% | 131 |
|
|
2013
Q3 | $8.04M | Buy |
1,866,000
+1,466,000
| +367% | +$5.63M | 0.08% | 137 |
|
|
2013
Q2 | $1.5M | Buy |
+400,000
| New | +$1.4M | 0.02% | 300 |
|
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.