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
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 $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

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.