FC
AVGO icon

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
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 $5.7T 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 $1.47T 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