Fire Capital 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
$2.4M Buy
7,749
+680
+10% +$224K 1.12% 26
2025
Q4
$2.45M Sell
7,069
-248
-3% -$88.7K 1.22% 22
2025
Q3
$2.41M Sell
7,317
-70
-0.9% -$21.5K 1.39% 21
2025
Q2
$2.04M Sell
7,387
-143
-2% -$31.1K 1.29% 20
2025
Q1
$1.26M Buy
7,530
+1,104
+17% +$234K 0.93% 30
2024
Q4
$1.49M Buy
+6,426
New +$1.19M 1.11% 24

Other funds holding AVGO

Fire Capital Management's AVGO Position: Q1 2026 in Review

Fire Capital Management increased its Broadcom (AVGO) stake by 9.6% in Q1 2026, buying an estimated $224K and bringing the position to 7,749 shares worth $2.4M. The position accounts for 1.12% of the portfolio, ranked #26.

Fire Capital Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.45M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Fire Capital Management held 7,749 shares of Broadcom worth $2.4M as of Q1 2026.
  • Fire Capital Management bought 680 Broadcom shares in Q1 2026, an estimated $224K.
  • Broadcom made up 1.12% of Fire Capital Management's portfolio in Q1 2026, its #26 holding.
  • Fire Capital Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Fire Capital Management's Broadcom position peaked at $2.45M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Fire Capital Management's 13F filing for Q1 2026, filed 8 May 2026.