FAM
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Fulcrum Asset Management’s Broadcom AVGO Stock Holding History

Fulcrum Asset 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
2025
Q2 		– Sell
-47,914
Closed -$6.17M – 205
2025
Q1 		$6.17M Buy
+47,914
New +$10.1M 1.19% 22

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

Fulcrum Asset Management's AVGO Position: Q1 2026 in Review

Fulcrum Asset Management increased its Broadcom (AVGO) stake by 37% in Q1 2026, buying an estimated $6.39M and bringing the position to 71,950 shares worth $21.1M. The position accounts for 3.19% of the portfolio, ranked #5.

Fulcrum Asset Management first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Fulcrum Asset Management held 71,950 shares of Broadcom worth $21.1M as of Q1 2026.
  • Fulcrum Asset Management bought 19,424 Broadcom shares in Q1 2026, an estimated $6.39M.
  • Broadcom made up 3.19% of Fulcrum Asset Management's portfolio in Q1 2026, its #5 holding.
  • Fulcrum Asset Management first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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