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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
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 $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

Excalibur Management's AVGO Position: Q1 2026 in Review

Excalibur Management increased its Broadcom (AVGO) stake by 1.5% in Q1 2026, buying an estimated $31.9K and bringing the position to 6,654 shares worth $2.06M. The position accounts for 0.74% of the portfolio, ranked #37.

Excalibur Management first reported a position in AVGO in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.27M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Excalibur Management held 6,654 shares of Broadcom worth $2.06M as of Q1 2026.
  • Excalibur Management bought 97 Broadcom shares in Q1 2026, an estimated $31.9K.
  • Broadcom made up 0.74% of Excalibur Management's portfolio in Q1 2026, its #37 holding.
  • Excalibur Management first reported a position in Broadcom in Q1 2021 and has held it in 21 quarters since.
  • Excalibur Management's Broadcom position peaked at $2.27M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.