Hamlin Capital Management
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
Q3 		$182M Sell
517,570
-33,357
-6% -$12.6M 4.5% 5
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% -$9.7M 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Hamlin Capital Management's AVGO Position: Q3 2026 in Review

Hamlin Capital Management reduced its Broadcom (AVGO) stake by 6.1% in Q3 2026, selling an estimated $12.6M and leaving 517,570 shares worth $182M. The position accounts for 4.5% of the portfolio, ranked #5.

Hamlin Capital Management first reported a position in AVGO in Q4 2019 and has held it in 28 quarters since. The position peaked at $291M in Q3 2025. 1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Hamlin Capital Management held 517,570 shares of Broadcom worth $182M as of Q3 2026.
  • Hamlin Capital Management sold 33,357 Broadcom shares in Q3 2026, an estimated $12.6M.
  • Broadcom made up 4.5% of Hamlin Capital Management's portfolio in Q3 2026, its #5 holding.
  • Hamlin Capital Management first reported a position in Broadcom in Q4 2019 and has held it in 28 quarters since.
  • Hamlin Capital Management's Broadcom position peaked at $291M in Q3 2025.
  • 1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Hamlin Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.