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Fulcrum Capital’s Broadcom AVGO Stock Holding History

Fulcrum Capital’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 		$602K Sell
1,594
-361
-18% -$145K 0.12% 60
2026
Q1 		$605K Sell
1,955
-169
-8% -$55.6K 0.13% 55
2025
Q4 		$735K Sell
2,124
-253
-11% -$90.5K 0.15% 52
2025
Q3 		$784K Sell
2,377
-223
-9% -$68.4K 0.16% 50
2025
Q2 		$717K Sell
2,600
-125
-5% -$27.1K 0.15% 53
2025
Q1 		$456K Buy
2,725
+260
+11% +$55K 0.1% 65
2024
Q4 		$571K Sell
2,465
-435
-15% -$80.5K 0.12% 58
2024
Q3 		$500K Hold
2,900
– – 0.11% 68
2024
Q2 		$466K Sell
2,900
-830
-22% -$116K 0.11% 69
2024
Q1 		$494K Sell
3,730
-640
-15% -$79.3K 0.12% 66
2023
Q4 		$488K Hold
4,370
– – 0.13% 66
2023
Q3 		$363K Sell
4,370
-190
-4% -$16.5K 0.11% 72
2023
Q2 		$396K Sell
4,560
-360
-7% -$25.7K 0.1% 76
2023
Q1 		$316K Buy
+4,920
New +$296K 0.09% 87
2021
Q2 		– Sell
-4,520
Closed -$210K – 83
2021
Q1 		$210K Sell
4,520
-5,880
-57% -$272K 0.06% 84
2020
Q4 		$455K Buy
+10,400
New +$405K 0.14% 56

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

Fulcrum Capital's AVGO Position: Q2 2026 in Review

Fulcrum Capital reduced its Broadcom (AVGO) stake by 18% in Q2 2026, selling an estimated $145K and leaving 1,594 shares worth $602K. The position accounts for 0.12% of the portfolio, ranked #60.

Fulcrum Capital first reported a position in AVGO in Q4 2020 and has held it in 16 quarters since. The position peaked at $784K in Q3 2025. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Fulcrum Capital held 1,594 shares of Broadcom worth $602K as of Q2 2026.
  • Fulcrum Capital sold 361 Broadcom shares in Q2 2026, an estimated $145K.
  • Broadcom made up 0.12% of Fulcrum Capital's portfolio in Q2 2026, its #60 holding.
  • Fulcrum Capital first reported a position in Broadcom in Q4 2020 and has held it in 16 quarters since.
  • Fulcrum Capital's Broadcom position peaked at $784K in Q3 2025.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.