HCM
AVGO icon

Hamlin Capital Management’s Broadcom AVGO Stock Holding History

Hamlin 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 		$208M Sell
550,927
-60,699
-10% -$24.3M 4.68% 4
2026
Q1 		$189M Sell
611,626
-68,228
-10% -$22.5M 4.57% 5
2025
Q4 		$235M Sell
679,854
-201,280
-23% -$72M 5.64% 3
2025
Q3 		$291M Sell
881,134
-134,933
-13% -$41.4M 6.61% 1
2025
Q2 		$280M Buy
1,016,067
+9,432
+0.9% +$2.05M 6.48% 1
2025
Q1 		$169M Sell
1,006,635
-233,905
-19% -$49.5M 4.03% 14
2024
Q4 		$288M Sell
1,240,540
-196,385
-14% -$36.3M 7.12% 1
2024
Q3 		$248M Buy
1,436,925
+82,995
+6% +$13.3M 6.22% 1
2024
Q2 		$217M Sell
1,353,930
-359,830
-21% -$50.4M 6.4% 1
2024
Q1 		$227M Sell
1,713,760
-326,590
-16% -$40.5M 6.71% 1
2023
Q4 		$228M Sell
2,040,350
-20,880
-1% -$1.98M 7.17% 1
2023
Q3 		$171M Sell
2,061,230
-112,430
-5% -$9.75M 5.89% 1
2023
Q2 		$189M Sell
2,173,660
-554,280
-20% -$39.5M 6.32% 1
2023
Q1 		$175M Sell
2,727,940
-65,940
-2% -$3.97M 6.11% 1
2022
Q4 		$156M Buy
2,793,880
+326,820
+13% +$16.4M 5.55% 3
2022
Q3 		$110M Buy
2,467,060
+126,160
+5% +$6.45M 4.38% 7
2022
Q2 		$114M Buy
2,340,900
+17,320
+0.7% +$972K 4.56% 9
2022
Q1 		$146M Sell
2,323,580
-6,140
-0.3% -$365K 5.16% 2
2021
Q4 		$155M Buy
2,329,720
+2,950
+0.1% +$166K 5.5% 1
2021
Q3 		$113M Buy
2,326,770
+156,630
+7% +$7.62M 4.49% 3
2021
Q2 		$103M Sell
2,170,140
-21,180
-1% -$981K 4.08% 8
2021
Q1 		$102M Sell
2,191,320
-50,180
-2% -$2.32M 4.17% 5
2020
Q4 		$98.1M Sell
2,241,500
-84,380
-4% -$3.29M 4.53% 2
2020
Q3 		$84.7M Buy
2,325,880
+552,460
+31% +$18.5M 4.48% 3
2020
Q2 		$56M Buy
1,773,420
+64,810
+4% +$1.81M 2.99% 15
2020
Q1 		$40.5M Buy
1,708,610
+474,610
+38% +$13.4M 2.43% 21
2019
Q4 		$39M Buy
+1,234,000
New +$37.5M 1.62% 33

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Hamlin Capital Management reduced its Broadcom (AVGO) stake by 9.9% in Q2 2026, selling an estimated $24.3M and leaving 550,927 shares worth $208M. The position accounts for 4.68% of the portfolio, ranked #4.

Hamlin Capital Management first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. The position peaked at $291M in Q3 2025. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Hamlin Capital Management held 550,927 shares of Broadcom worth $208M as of Q2 2026.
  • Hamlin Capital Management sold 60,699 Broadcom shares in Q2 2026, an estimated $24.3M.
  • Broadcom made up 4.68% of Hamlin Capital Management's portfolio in Q2 2026, its #4 holding.
  • Hamlin Capital Management first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • Hamlin Capital Management's Broadcom position peaked at $291M in Q3 2025.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Hamlin Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.