CCM
AVGO icon

Cloud Capital Management’s Broadcom AVGO Stock Holding History

Cloud Capital 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 		$470K Buy
1,519
+58
+4% +$19.1K 0.2% 66
2025
Q4 		$505K Buy
1,461
+484
+50% +$173K 0.24% 58
2025
Q3 		$322K Buy
977
+89
+10% +$27.3K 0.17% 64
2025
Q2 		$264K Buy
888
+532
+149% +$116K 0.16% 71
2025
Q1 		$59K Buy
+356
New +$75.3K 0.04% 150

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

Cloud Capital Management's AVGO Position: Q1 2026 in Review

Cloud Capital Management increased its Broadcom (AVGO) stake by 4% in Q1 2026, buying an estimated $19.1K and bringing the position to 1,519 shares worth $470K. The position accounts for 0.2% of the portfolio, ranked #66.

Cloud Capital Management first reported a position in AVGO in Q1 2025 and has held it in 5 quarters since. The position peaked at $505K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Cloud Capital Management held 1,519 shares of Broadcom worth $470K as of Q1 2026.
  • Cloud Capital Management bought 58 Broadcom shares in Q1 2026, an estimated $19.1K.
  • Broadcom made up 0.2% of Cloud Capital Management's portfolio in Q1 2026, its #66 holding.
  • Cloud Capital Management first reported a position in Broadcom in Q1 2025 and has held it in 5 quarters since.
  • Cloud Capital Management's Broadcom position peaked at $505K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Cloud Capital Management's 13F filing for Q1 2026, filed 12 May 2026.