Carret Asset Management’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 | $7.77M | Sell |
25,106
-602
| -2% | -$198K | 0.76% | 35 |
|
|
2025
Q4 | $8.9M | Sell |
25,708
-1,909
| -7% | -$683K | 0.84% | 25 |
|
|
2025
Q3 | $9.11M | Sell |
27,617
-545
| -2% | -$167K | 0.89% | 26 |
|
|
2025
Q2 | $7.76M | Sell |
28,162
-788
| -3% | -$171K | 0.83% | 31 |
|
|
2025
Q1 | $4.85M | Sell |
28,950
-444
| -2% | -$94K | 0.55% | 48 |
|
|
2024
Q4 | $6.81M | Sell |
29,394
-386
| -1% | -$71.4K | 0.75% | 35 |
|
|
2024
Q3 | $5.14M | Buy |
29,780
+2,200
| +8% | +$353K | 0.56% | 52 |
|
|
2024
Q2 | $4.43M | Buy |
27,580
+100
| +0.4% | +$14K | 0.52% | 54 |
|
|
2024
Q1 | $3.64M | Sell |
27,480
-100
| -0.4% | -$12.4K | 0.43% | 63 |
|
|
2023
Q4 | $3.08M | Sell |
27,580
-1,080
| -4% | -$102K | 0.39% | 70 |
|
|
2023
Q3 | $2.38M | Sell |
28,660
-150
| -0.5% | -$13K | 0.33% | 83 |
|
|
2023
Q2 | $2.5M | Hold |
28,810
| – | – | 0.33% | 80 |
|
|
2023
Q1 | $1.85M | Sell |
28,810
-610
| -2% | -$36.7K | 0.26% | 97 |
|
|
2022
Q4 | $1.65M | Buy |
29,420
+350
| +1% | +$17.5K | 0.23% | 106 |
|
|
2022
Q3 | $1.29M | Hold |
29,070
| – | – | 0.19% | 121 |
|
|
2022
Q2 | $1.41M | Buy |
29,070
+190
| +0.7% | +$10.7K | 0.2% | 120 |
|
|
2022
Q1 | $1.82M | Buy |
28,880
+40
| +0.1% | +$2.38K | 0.21% | 108 |
|
|
2021
Q4 | $1.92M | Buy |
28,840
+200
| +0.7% | +$11.2K | 0.21% | 108 |
|
|
2021
Q3 | $1.39M | Buy |
28,640
+950
| +3% | +$46.2K | 0.17% | 127 |
|
|
2021
Q2 | $1.32M | Buy |
27,690
+1,000
| +4% | +$46.3K | 0.15% | 132 |
|
|
2021
Q1 | $1.24M | Buy |
26,690
+350
| +1% | +$16.2K | 0.15% | 129 |
|
|
2020
Q4 | $1.15M | Buy |
26,340
+8,710
| +49% | +$340K | 0.16% | 128 |
|
|
2020
Q3 | $642K | Buy |
17,630
+600
| +4% | +$20.1K | 0.1% | 149 |
|
|
2020
Q2 | $537K | Sell |
17,030
-90
| -0.5% | -$2.52K | 0.09% | 155 |
|
|
2020
Q1 | $406K | Sell |
17,120
-4,920
| -22% | -$139K | 0.08% | 156 |
|
|
2019
Q4 | $697K | Hold |
22,040
| – | – | 0.1% | 152 |
|
|
2019
Q3 | $608K | Buy |
22,040
+500
| +2% | +$14.2K | 0.1% | 154 |
|
|
2019
Q2 | $620K | Buy |
21,540
+5,640
| +35% | +$164K | 0.1% | 154 |
|
|
2019
Q1 | $478K | Buy |
15,900
+1,100
| +7% | +$29.8K | 0.08% | 177 |
|
|
2018
Q4 | $376K | Sell |
14,800
-500
| -3% | -$11.8K | 0.07% | 187 |
|
|
2018
Q3 | $377K | Buy |
15,300
+960
| +7% | +$21.5K | 0.06% | 197 |
|
|
2018
Q2 | $348K | Hold |
14,340
| – | – | 0.06% | 198 |
|
|
2018
Q1 | $338K | Buy |
14,340
+1,850
| +15% | +$46.6K | 0.06% | 202 |
|
|
2017
Q4 | $321K | Buy |
12,490
+1,730
| +16% | +$45K | 0.05% | 210 |
|
|
2017
Q3 | $261K | Buy |
10,760
+1,660
| +18% | +$41K | 0.04% | 221 |
|
|
2017
Q2 | $212K | Buy |
+9,100
| New | +$211K | 0.04% | 238 |
|
Other funds holding AVGO
VCM
VPM
Carret Asset Management's AVGO Position: Q1 2026 in Review
Carret Asset Management reduced its Broadcom (AVGO) stake by 2.3% in Q1 2026, selling an estimated $198K and leaving 25,106 shares worth $7.77M. The position accounts for 0.76% of the portfolio, ranked #35.
Carret Asset Management first reported a position in AVGO in Q2 2017 and has held it in 36 quarters since. The position peaked at $9.11M in Q3 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Carret Asset Management held 25,106 shares of Broadcom worth $7.77M as of Q1 2026.
- Carret Asset Management sold 602 Broadcom shares in Q1 2026, an estimated $198K.
- Broadcom made up 0.76% of Carret Asset Management's portfolio in Q1 2026, its #35 holding.
- Carret Asset Management first reported a position in Broadcom in Q2 2017 and has held it in 36 quarters since.
- Carret Asset Management's Broadcom position peaked at $9.11M in Q3 2025.
- 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Carret Asset Management's 13F filing for Q1 2026, filed 15 May 2026.