CM
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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
Q2 		– Sell
-75,000
Closed -$23.2M – 1656
2026
Q1 		$23.2M Buy
75,000
+34,500
+85% +$11.4M 0.14% 154
2025
Q4 		$14M Buy
+40,500
New +$14.5M 0.1% 247
2022
Q2 		– Sell
-445,000
Closed -$28M – 1442
2022
Q1 		$28M Hold
445,000
– – 0.34% 54
2021
Q4 		$29.6M Buy
+445,000
New +$25M 0.33% 48

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Caption Management's AVGO Position: Q2 2026 in Review

Caption Management sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 4,500 shares — an estimated $1.8M sold.

Caption Management first reported a position in AVGO in Q3 2024 and held it in 5 quarters. The position peaked at $19.1M in Q3 2024. 4,837 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Caption Management reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Caption Management sold 4,500 Broadcom shares in Q2 2026, an estimated $1.8M.
  • Caption Management first reported a position in Broadcom in Q3 2024 and held it in 5 quarters.
  • Caption Management's Broadcom position peaked at $19.1M in Q3 2024.
  • 4,837 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.