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Gunpowder Capital Management’s Broadcom AVGO Stock Holding History

Gunpowder 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
Q2 		$1.74M Sell
4,612
-1,193
-21% -$478K 1.22% 17
2026
Q1 		$1.8M Sell
5,805
-350
-6% -$115K 1.36% 16
2025
Q4 		$2.13M Buy
+6,155
New +$2.2M 1.66% 17

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

Gunpowder Capital Management's AVGO Position: Q2 2026 in Review

Gunpowder Capital Management reduced its Broadcom (AVGO) stake by 21% in Q2 2026, selling an estimated $478K and leaving 4,612 shares worth $1.74M. The position accounts for 1.22% of the portfolio, ranked #17.

Gunpowder Capital Management first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.13M in Q4 2025. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Gunpowder Capital Management held 4,612 shares of Broadcom worth $1.74M as of Q2 2026.
  • Gunpowder Capital Management sold 1,193 Broadcom shares in Q2 2026, an estimated $478K.
  • Broadcom made up 1.22% of Gunpowder Capital Management's portfolio in Q2 2026, its #17 holding.
  • Gunpowder Capital Management first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Gunpowder Capital Management's Broadcom position peaked at $2.13M in Q4 2025.
  • 4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Gunpowder Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.