Geode Capital Management
AVGO icon

Geode Capital Management’s Broadcom AVGO Stock Holding History

Geode 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
Q1 		$35.3B Buy
114,280,922
+3,003,642
+3% +$988M 2.19% 6
2025
Q4 		$38.4B Buy
111,277,280
+1,548,699
+1% +$554M 2.37% 6
2025
Q3 		$36.1B Buy
109,728,581
+1,117,863
+1% +$343M 2.3% 6
2025
Q2 		$29.8B Buy
108,610,718
+2,226,585
+2% +$483M 2.09% 6
2025
Q1 		$17.8B Buy
106,384,133
+4,177,013
+4% +$884M 1.4% 8
2024
Q4 		$23.6B Buy
102,207,120
+3,018,294
+3% +$558M 1.83% 8
2024
Q3 		$17.1B Buy
99,188,826
+7,059,976
+8% +$1.13B 1.38% 8
2024
Q2 		$14.8B Sell
92,128,850
-3,117,240
-3% -$437M 1.29% 9
2024
Q1 		$12.6B Buy
95,246,090
+1,645,470
+2% +$204M 1.16% 10
2023
Q4 		$10.4B Buy
93,600,620
+6,730,160
+8% +$637M 1.09% 10
2023
Q3 		$7.2B Buy
86,870,460
+848,070
+1% +$73.5M 0.86% 16
2023
Q2 		$7.44B Buy
86,022,390
+7,885,510
+10% +$562M 0.87% 15
2023
Q1 		$5B Buy
78,136,880
+3,754,180
+5% +$226M 0.65% 22
2022
Q4 		$4.15B Buy
74,382,700
+1,959,180
+3% +$98.2M 0.58% 25
2022
Q3 		$3.21B Sell
72,423,520
-56,710
-0.1% -$2.9M 0.49% 28
2022
Q2 		$3.52B Buy
72,480,230
+2,113,110
+3% +$119M 0.51% 29
2022
Q1 		$4.42B Buy
70,367,120
+2,276,910
+3% +$135M 0.55% 23
2021
Q4 		$4.52B Buy
68,090,210
+1,974,150
+3% +$111M 0.54% 21
2021
Q3 		$3.2B Buy
66,116,060
+1,641,130
+3% +$79.8M 0.43% 38
2021
Q2 		$3.07B Buy
64,474,930
+1,762,700
+3% +$81.7M 0.42% 38
2021
Q1 		$2.9B Buy
62,712,230
+2,406,940
+4% +$111M 0.44% 37
2020
Q4 		$2.63B Buy
60,305,290
+1,540,670
+3% +$60.1M 0.44% 37
2020
Q3 		$2.14B Buy
58,764,620
+414,490
+0.7% +$13.9M 0.42% 44
2020
Q2 		$1.84B Buy
58,350,130
+1,361,030
+2% +$38.1M 0.39% 46
2020
Q1 		$1.35B Buy
56,989,100
+1,237,590
+2% +$34.9M 0.35% 57
2019
Q4 		$1.76B Buy
55,751,510
+835,890
+2% +$25.4M 0.37% 50
2019
Q3 		$1.51B Buy
54,915,620
+876,520
+2% +$24.9M 0.35% 54
2019
Q2 		$1.55B Buy
54,039,100
+1,680,410
+3% +$49M 0.38% 50
2019
Q1 		$1.57B Buy
52,358,690
+1,240,370
+2% +$33.6M 0.41% 48
2018
Q4 		$1.3B Buy
51,118,320
+636,390
+1% +$15M 0.4% 45
2018
Q3 		$1.24B Buy
50,481,930
+5,327,900
+12% +$119M 0.35% 55
2018
Q2 		$1.09B Buy
45,154,030
+1,267,820
+3% +$31.1M 0.34% 56
2018
Q1 		$1.03B Buy
43,886,210
+2,470,070
+6% +$62.2M 0.34% 54
2017
Q4 		$1.06B Buy
41,416,140
+1,354,370
+3% +$35.2M 0.36% 50
2017
Q3 		$970M Buy
40,061,770
+1,159,320
+3% +$28.7M 0.36% 51
2017
Q2 		$905M Buy
38,902,450
+711,610
+2% +$16.5M 0.36% 50
2017
Q1 		$835M Buy
38,190,840
+3,436,350
+10% +$70.8M 0.34% 53
2016
Q4 		$614M Buy
34,754,490
+1,690,530
+5% +$29.3M 0.29% 66
2016
Q3 		$569M Buy
33,063,960
+2,810,870
+9% +$47M 0.29% 66
2016
Q2 		$469M Buy
30,253,090
+208,560
+0.7% +$3.18M 0.26% 77
2016
Q1 		$463K Buy
30,044,530
+9,097,910
+43% +$123M 0.25% 74
2015
Q4 		$303M Buy
20,946,620
+318,440
+2% +$4.14M 0.17% 117
2015
Q3 		$257M Buy
20,628,180
+674,410
+3% +$8.52M 0.16% 130
2015
Q2 		$265M Sell
19,953,770
-418,980
-2% -$5.49M 0.15% 130
2015
Q1 		$258M Buy
20,372,750
+1,103,140
+6% +$12.6M 0.15% 137
2014
Q4 		$194M Buy
19,269,610
+872,640
+5% +$7.8M 0.12% 179
2014
Q3 		$160M Sell
18,396,970
-1,147,660
-6% -$8.96M 0.1% 196
2014
Q2 		$141M Buy
19,544,630
+7,034,190
+56% +$47.2M 0.09% 227
2014
Q1 		$80.6M Buy
12,510,440
+353,750
+3% +$2.07M 0.05% 353
2013
Q4 		$64.3M Buy
12,156,690
+1,032,170
+9% +$4.75M 0.04% 401
2013
Q3 		$48M Buy
11,124,520
+2,013,790
+22% +$7.73M 0.04% 432
2013
Q2 		$34.1M Buy
+9,110,730
New +$31.8M 0.03% 483

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management increased its Broadcom (AVGO) stake by 2.7% in Q1 2026, buying an estimated $988M and bringing the position to 114,280,922 shares worth $35.3B. The position accounts for 2.19% of the portfolio, ranked #6.

Geode Capital Management first reported a position in AVGO in Q2 2013 and has held it in 52 quarters since. The position peaked at $38.4B in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Geode Capital Management held 114,280,922 shares of Broadcom worth $35.3B as of Q1 2026.
  • Geode Capital Management bought 3,003,642 Broadcom shares in Q1 2026, an estimated $988M.
  • Broadcom made up 2.19% of Geode Capital Management's portfolio in Q1 2026, its #6 holding.
  • Geode Capital Management first reported a position in Broadcom in Q2 2013 and has held it in 52 quarters since.
  • Geode Capital Management's Broadcom position peaked at $38.4B in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.