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AVGO icon

DDD Partners’s Broadcom AVGO Stock Holding History

DDD Partners’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 		$24.7M Sell
79,726
-7,352
-8% -$2.42M 1.7% 7
2025
Q4 		$30.1M Buy
87,078
+445
+0.5% +$159K 1.92% 5
2025
Q3 		$28.6M Sell
86,633
-22,074
-20% -$6.77M 1.82% 6
2025
Q2 		$30M Buy
108,707
+15,232
+16% +$3.31M 3.21% 6
2025
Q1 		$15.7M Sell
93,475
-1,937
-2% -$410K 1.9% 26
2024
Q4 		$22.1M Sell
95,412
-49,856
-34% -$9.22M 2.72% 13
2024
Q3 		$25.1M Sell
145,268
-32,722
-18% -$5.25M 2.72% 6
2024
Q2 		$28.6M Buy
177,990
+610
+0.3% +$85.5K 3.31% 6
2024
Q1 		$23.5M Sell
177,380
-36,760
-17% -$4.55M 2.87% 6
2023
Q4 		$23.9M Sell
214,140
-470
-0.2% -$44.5K 3.21% 9
2023
Q3 		$19.4M Sell
214,610
-2,610
-1% -$226K 2.8% 12
2023
Q2 		$18.8M Sell
217,220
-107,850
-33% -$7.69M 2.61% 11
2023
Q1 		$20.9M Buy
325,070
+3,500
+1% +$211K 3.25% 5
2022
Q4 		$18M Buy
321,570
+10,990
+4% +$551K 2.88% 12
2022
Q3 		$13.8M Buy
310,580
+116,030
+60% +$5.93M 2.5% 19
2022
Q2 		$9.45M Buy
194,550
+1,930
+1% +$108K 1.64% 24
2022
Q1 		$12.1M Buy
192,620
+3,110
+2% +$185K 1.66% 27
2021
Q4 		$12.6M Buy
+189,510
New +$10.7M 1.73% 25

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

DDD Partners's AVGO Position: Q1 2026 in Review

DDD Partners reduced its Broadcom (AVGO) stake by 8.4% in Q1 2026, selling an estimated $2.42M and leaving 79,726 shares worth $24.7M. The position accounts for 1.7% of the portfolio, ranked #7.

DDD Partners first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $30.1M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • DDD Partners held 79,726 shares of Broadcom worth $24.7M as of Q1 2026.
  • DDD Partners sold 7,352 Broadcom shares in Q1 2026, an estimated $2.42M.
  • Broadcom made up 1.7% of DDD Partners's portfolio in Q1 2026, its #7 holding.
  • DDD Partners first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
  • DDD Partners's Broadcom position peaked at $30.1M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on DDD Partners's 13F filing for Q1 2026, filed 28 Apr 2026.