Edgewood Management’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
$1.08B Sell
3,476,709
-499,804
-13% -$164M 6.94% 4
2025
Q4
$1.38B Sell
3,976,513
-1,078,075
-21% -$386M 6.55% 3
2025
Q3
$1.67B Sell
5,054,588
-646,259
-11% -$198M 5.91% 6
2025
Q2
$1.57B Buy
+5,700,847
New +$1.24B 5% 6

Other funds holding AVGO

Edgewood Management's AVGO Position: Q1 2026 in Review

Edgewood Management reduced its Broadcom (AVGO) stake by 13% in Q1 2026, selling an estimated $164M and leaving 3,476,709 shares worth $1.08B. The position accounts for 6.94% of the portfolio, ranked #4.

Edgewood Management first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.67B in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Edgewood Management held 3,476,709 shares of Broadcom worth $1.08B as of Q1 2026.
  • Edgewood Management sold 499,804 Broadcom shares in Q1 2026, an estimated $164M.
  • Broadcom made up 6.94% of Edgewood Management's portfolio in Q1 2026, its #4 holding.
  • Edgewood Management first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • Edgewood Management's Broadcom position peaked at $1.67B in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Edgewood Management's 13F filing for Q1 2026, filed 14 May 2026.