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Codex Capital Asset Management’s Broadcom AVGO Stock Holding History

Codex Capital Asset 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 		$6.5M Buy
21,000
+800
+4% +$263K 2.51% 16
2025
Q4 		$6.99M Sell
20,200
-800
-4% -$286K 2.54% 15
2025
Q3 		$6.93M Buy
21,000
+4,000
+24% +$1.23M 2.61% 15
2025
Q2 		$4.69M Buy
+17,000
New +$3.69M 1.87% 22

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

Codex Capital Asset Management's AVGO Position: Q1 2026 in Review

Codex Capital Asset Management increased its Broadcom (AVGO) stake by 4% in Q1 2026, buying an estimated $263K and bringing the position to 21,000 shares worth $6.5M. The position accounts for 2.51% of the portfolio, ranked #16.

Codex Capital Asset Management first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.99M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Codex Capital Asset Management held 21,000 shares of Broadcom worth $6.5M as of Q1 2026.
  • Codex Capital Asset Management bought 800 Broadcom shares in Q1 2026, an estimated $263K.
  • Broadcom made up 2.51% of Codex Capital Asset Management's portfolio in Q1 2026, its #16 holding.
  • Codex Capital Asset Management first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • Codex Capital Asset Management's Broadcom position peaked at $6.99M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Codex Capital Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.