Cypress Funds’s Broadcom AVGO Stock Holding History

Cypress Funds’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	$27.8M	Sell	89,900 -25,866	-22%	-$8.51M	7%	7
2025 Q4	$40.1M	Sell	115,766 -29,088	-20%	-$10.4M	6.63%	7
2025 Q3	$47.8M	Sell	144,854 -24,257	-14%	-$7.44M	6.26%	8
2025 Q2	$46.6M	Hold	169,111	–	–	3.76%	11
2025 Q1	$28.3M	Hold	169,111	–	–	2.59%	14
2024 Q4	$39.2M	Sell	169,111 -92,502	-35%	-$17.1M	4.25%	10
2024 Q3	$45.1M	Sell	261,613 -68,417	-21%	-$11M	4.85%	10
2024 Q2	$53M	Sell	330,030 -239,970	-42%	-$33.6M	7.11%	6
2024 Q1	$75.5M	Buy	570,000 +260,000	+84%	+$32.2M	8.11%	5
2023 Q4	$34.6M	Buy	+310,000	New	+$29.4M	4.02%	10
2017 Q3	–	Sell	-1,276,000	Closed	-$29.7M	–	20
2017 Q2	$29.7M	Buy	+1,276,000	New	+$29.6M	5.85%	5
2017 Q1	–	Sell	-1,150,000	Closed	-$20.3M	–	28
2016 Q4	$20.3M	Buy	1,150,000 +200,000	+21%	+$3.46M	3.42%	12
2016 Q3	$16.4M	Sell	950,000 -50,000	-5%	-$836K	3.52%	15
2016 Q2	$15.5M	Hold	1,000,000	–	–	3.67%	14
2016 Q1	$15.4M	Buy	1,000,000 +100,000	+11%	+$1.35M	3.87%	15
2015 Q4	$13.1M	Buy	+900,000	New	+$11.7M	3.32%	17

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cypress Funds's AVGO Position: Q1 2026 in Review

Cypress Funds reduced its Broadcom (AVGO) stake by 22% in Q1 2026, selling an estimated $8.51M and leaving 89,900 shares worth $27.8M. The position accounts for 7% of the portfolio, ranked #7.

Cypress Funds first reported a position in AVGO in Q4 2015 and has held it in 16 quarters since. The position peaked at $75.5M in Q1 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Cypress Funds held 89,900 shares of Broadcom worth $27.8M as of Q1 2026.
Cypress Funds sold 25,866 Broadcom shares in Q1 2026, an estimated $8.51M.
Broadcom made up 7% of Cypress Funds's portfolio in Q1 2026, its #7 holding.
Cypress Funds first reported a position in Broadcom in Q4 2015 and has held it in 16 quarters since.
Cypress Funds's Broadcom position peaked at $75.5M in Q1 2024.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Cypress Funds's 13F filing for Q1 2026, filed 9 Jul 2026.