Groupama Asset Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-95
Closed -$1.59M 391
2025
Q1
$1.59M Buy
+95
New +$20.1K 0.03% 211

Other funds holding AVGO

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

Groupama Asset Management reduced its Broadcom (AVGO) stake by 1.4% in Q1 2026, selling an estimated $4.01M and leaving 854,556 shares worth $264M. The position accounts for 3.86% of the portfolio, ranked #5.

Groupama Asset Management first reported a position in AVGO in Q4 2023 and has held it in 8 quarters since. The position peaked at $400M in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Groupama Asset Management held 854,556 shares of Broadcom worth $264M as of Q1 2026.
  • Groupama Asset Management sold 12,199 Broadcom shares in Q1 2026, an estimated $4.01M.
  • Broadcom made up 3.86% of Groupama Asset Management's portfolio in Q1 2026, its #5 holding.
  • Groupama Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 8 quarters since.
  • Groupama Asset Management's Broadcom position peaked at $400M in Q3 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Groupama Asset Management's 13F filing for Q1 2026, filed 22 May 2026.