Fogel Capital Management
AVGO icon

Fogel Capital Management’s Broadcom AVGO Stock Holding History

Fogel Capital 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
Q3 		$13.1M Buy
37,365
+140
+0.4% +$52.7K 4.99% 6
2026
Q2 		$14.1M Buy
37,225
+528
+1% +$212K 5.65% 6
2026
Q1 		$11.4M Buy
36,697
+137
+0.4% +$45.1K 5.19% 6
2025
Q4 		$12.7M Buy
36,560
+84
+0.2% +$30K 5.83% 5
2025
Q3 		$12M Buy
36,476
+319
+0.9% +$97.9K 5.57% 6
2025
Q2 		$10M Buy
36,157
+65
+0.2% +$14.1K 5.31% 6
2025
Q1 		$6.04M Sell
36,092
-35,601
-50% -$7.53M 3.25% 10
2024
Q4 		$16.6M Buy
71,693
+404
+0.6% +$74.7K 8.35% 3
2024
Q3 		$12.3M Sell
71,289
-2,531
-3% -$406K 6.34% 6
2024
Q2 		$11.9M Buy
+73,820
New +$10.3M 6.31% 6

Other funds holding AVGO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fogel Capital Management's AVGO Position: Q3 2026 in Review

Fogel Capital Management increased its Broadcom (AVGO) stake by 0.38% in Q3 2026, buying an estimated $52.7K and bringing the position to 37,365 shares worth $13.1M. The position accounts for 4.99% of the portfolio, ranked #6.

Fogel Capital Management first reported a position in AVGO in Q2 2024 and has held it in 10 quarters since. The position peaked at $16.6M in Q4 2024. 3,533 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Fogel Capital Management held 37,365 shares of Broadcom worth $13.1M as of Q3 2026.
  • Fogel Capital Management bought 140 Broadcom shares in Q3 2026, an estimated $52.7K.
  • Broadcom made up 4.99% of Fogel Capital Management's portfolio in Q3 2026, its #6 holding.
  • Fogel Capital Management first reported a position in Broadcom in Q2 2024 and has held it in 10 quarters since.
  • Fogel Capital Management's Broadcom position peaked at $16.6M in Q4 2024.
  • 3,533 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Fogel Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.