Cornerstone Investment Partners’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
$100M Sell
323,363
-53,555
-14% -$17.6M 4.2% 5
2025
Q4
$130M Buy
376,918
+1,509
+0.4% +$540K 5.06% 3
2025
Q3
$124M Sell
375,409
-114,435
-23% -$35.1M 5.18% 3
2025
Q2
$135M Buy
489,844
+24,559
+5% +$5.33M 5.96% 1
2025
Q1
$77.9M Sell
465,285
-63,427
-12% -$13.4M 3.77% 7
2024
Q4
$123M Sell
528,712
-147,728
-22% -$27.3M 6.09% 1
2024
Q3
$117M Sell
676,440
-45,590
-6% -$7.31M 5.77% 1
2024
Q2
$116M Sell
722,030
-107,610
-13% -$15.1M 5.72% 1
2024
Q1
$110M Sell
829,640
-102,380
-11% -$12.7M 5.36% 1
2023
Q4
$104M Sell
932,020
-124,560
-12% -$11.8M 5.86% 1
2023
Q3
$87.8M Sell
1,056,580
-33,430
-3% -$2.9M 5.48% 1
2023
Q2
$94.6M Sell
1,090,010
-265,410
-20% -$18.9M 5.81% 1
2023
Q1
$87M Sell
1,355,420
-199,850
-13% -$12M 5.76% 1
2022
Q4
$87M Sell
1,555,270
-27,560
-2% -$1.38M 5.59% 1
2022
Q3
$70.3M Buy
1,582,830
+17,160
+1% +$877K 5.04% 1
2022
Q2
$76.1M Buy
1,565,670
+10,230
+0.7% +$574K 5.1% 1
2022
Q1
$97.9M Buy
1,555,440
+19,400
+1% +$1.15M 5.59% 1
2021
Q4
$102M Sell
1,536,040
-240,250
-14% -$13.5M 5.67% 1
2021
Q3
$86.1M Sell
1,776,290
-191,290
-10% -$9.3M 4.97% 1
2021
Q2
$93.8M Sell
1,967,580
-25,910
-1% -$1.2M 4.9% 2
2021
Q1
$92.4M Sell
1,993,490
-30,610
-2% -$1.42M 4.97% 1
2020
Q4
$88.6M Sell
2,024,100
-69,370
-3% -$2.7M 5.39% 1
2020
Q3
$76.3M Sell
2,093,470
-86,480
-4% -$2.9M 5.35% 1
2020
Q2
$68.8M Sell
2,179,950
-652,740
-23% -$18.3M 4.88% 3
2020
Q1
$67.2M Buy
2,832,690
+451,570
+19% +$12.7M 4.34% 6
2019
Q4
$75.2M Sell
2,381,120
-467,780
-16% -$14.2M 3.57% 11
2019
Q3
$78.7M Buy
2,848,900
+227,520
+9% +$6.47M 3.46% 11
2019
Q2
$75.5M Buy
2,621,380
+463,960
+22% +$13.5M 3.28% 12
2019
Q1
$64.9M Buy
2,157,420
+217,470
+11% +$5.9M 2.89% 19
2018
Q4
$49.3M Buy
+1,939,950
New +$45.8M 2.41% 25

Other funds holding AVGO

Cornerstone Investment Partners's AVGO Position: Q1 2026 in Review

Cornerstone Investment Partners reduced its Broadcom (AVGO) stake by 14% in Q1 2026, selling an estimated $17.6M and leaving 323,363 shares worth $100M. The position accounts for 4.2% of the portfolio, ranked #5.

Cornerstone Investment Partners first reported a position in AVGO in Q4 2018 and has held it in 30 quarters since. The position peaked at $135M in Q2 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Cornerstone Investment Partners held 323,363 shares of Broadcom worth $100M as of Q1 2026.
  • Cornerstone Investment Partners sold 53,555 Broadcom shares in Q1 2026, an estimated $17.6M.
  • Broadcom made up 4.2% of Cornerstone Investment Partners's portfolio in Q1 2026, its #5 holding.
  • Cornerstone Investment Partners first reported a position in Broadcom in Q4 2018 and has held it in 30 quarters since.
  • Cornerstone Investment Partners's Broadcom position peaked at $135M in Q2 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Cornerstone Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.