EM
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Excalibur Management’s Broadcom AVGO Stock Holding History

Excalibur 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
Q2 		$2.46M Sell
6,513
-141
-2% -$56.5K 0.81% 29
2026
Q1 		$2.06M Buy
6,654
+97
+1% +$31.9K 0.74% 37
2025
Q4 		$2.27M Sell
6,557
-295
-4% -$105K 0.82% 32
2025
Q3 		$2.26M Sell
6,852
-369
-5% -$113K 0.82% 32
2025
Q2 		$1.99M Sell
7,221
-137
-2% -$29.7K 0.75% 35
2025
Q1 		$1.23M Sell
7,358
-49
-0.7% -$10.4K 0.48% 58
2024
Q4 		$1.72M Sell
7,407
-60
-0.8% -$11.1K 0.68% 36
2024
Q3 		$1.29M Buy
7,467
+587
+9% +$94.1K 0.49% 58
2024
Q2 		$1.1M Buy
6,880
+920
+15% +$129K 0.45% 62
2024
Q1 		$790K Buy
5,960
+30
+0.5% +$3.72K 0.33% 77
2023
Q4 		$662K Buy
5,930
+910
+18% +$86.2K 0.31% 80
2023
Q3 		$417K Buy
5,020
+50
+1% +$4.33K 0.22% 98
2023
Q2 		$431K Sell
4,970
-620
-11% -$44.2K 0.22% 96
2023
Q1 		$359K Hold
5,590
– – 0.19% 107
2022
Q4 		$313K Buy
5,590
+50
+0.9% +$2.51K 0.16% 118
2022
Q3 		$246K Buy
5,540
+1,120
+25% +$57.2K 0.14% 125
2022
Q2 		$215K Sell
4,420
-190
-4% -$10.7K 0.11% 138
2022
Q1 		$290K Sell
4,610
-20
-0.4% -$1.19K 0.13% 132
2021
Q4 		$308K Buy
4,630
+180
+4% +$10.1K 0.12% 132
2021
Q3 		$216K Hold
4,450
– – 0.09% 149
2021
Q2 		$212K Hold
4,450
– – 0.1% 151
2021
Q1 		$206K Buy
+4,450
New +$206K 0.1% 148

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Excalibur Management's AVGO Position: Q2 2026 in Review

Excalibur Management reduced its Broadcom (AVGO) stake by 2.1% in Q2 2026, selling an estimated $56.5K and leaving 6,513 shares worth $2.46M. The position accounts for 0.81% of the portfolio, ranked #29.

Excalibur Management first reported a position in AVGO in Q1 2021 and has held it in 22 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Excalibur Management held 6,513 shares of Broadcom worth $2.46M as of Q2 2026.
  • Excalibur Management sold 141 Broadcom shares in Q2 2026, an estimated $56.5K.
  • Broadcom made up 0.81% of Excalibur Management's portfolio in Q2 2026, its #29 holding.
  • Excalibur Management first reported a position in Broadcom in Q1 2021 and has held it in 22 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.