Caption Management’s Broadcom AVGO Stock Holding History

Caption Management’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	–	Sell	-90,500	Closed	-$31.3M	–	1553
2025 Q4	$31.3M	Buy	+90,500	New	+$32.4M	0.21%	104
2025 Q3	–	Sell	-20,000	Closed	-$5.51M	–	1660
2025 Q2	$5.51M	Buy	+20,000	New	+$4.34M	0.06%	380
2025 Q1	–	Sell	-25,000	Closed	-$5.8M	–	1510
2024 Q4	$5.8M	Sell	25,000 -55,000	-69%	-$10.2M	0.05%	328
2024 Q3	$13.8M	Buy	+80,000	New	+$12.8M	0.22%	109
2023 Q3	–	Sell	-150,000	Closed	-$13M	–	1265
2023 Q2	$13M	Buy	+150,000	New	+$10.7M	0.23%	108
2018 Q3	–	Sell	-46,000	Closed	-$1.12M	–	507
2018 Q2	$1.12M	Buy	+46,000	New	+$1.13M	0.09%	244

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Caption Management's AVGO Position: Q1 2026 in Review

Caption Management reduced its Broadcom (AVGO) stake by 86% in Q1 2026, selling an estimated $9.38M and leaving 4,500 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #920.

Caption Management first reported a position in AVGO in Q3 2024 and has held it in 5 quarters since. The position peaked at $19.1M in Q3 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Caption Management held 4,500 shares of Broadcom worth $1.39M as of Q1 2026.
Caption Management sold 28,500 Broadcom shares in Q1 2026, an estimated $9.38M.
Broadcom made up 0.01% of Caption Management's portfolio in Q1 2026, its #920 holding.
Caption Management first reported a position in Broadcom in Q3 2024 and has held it in 5 quarters since.
Caption Management's Broadcom position peaked at $19.1M in Q3 2024.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.