Hilton Capital Management’s Broadcom AVGO Stock Holding History

Hilton 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	–	Sell	-1,345	Closed	-$466K	–	134
2025 Q4	$466K	Buy	1,345 +26	+2%	+$9.3K	0.04%	147
2025 Q3	$435K	Sell	1,319 -65	-5%	-$19.9K	0.04%	145
2025 Q2	$382K	Sell	1,384 -256	-16%	-$55.6K	0.03%	150
2025 Q1	$275K	Sell	1,640 -32,141	-95%	-$6.8M	0.02%	154
2024 Q4	$7.83M	Sell	33,781 -4,521	-12%	-$836K	0.68%	44
2024 Q3	$6.61M	Buy	38,302 +17,342	+83%	+$2.78M	0.51%	51
2024 Q2	$3.37M	Buy	20,960 +930	+5%	+$130K	0.28%	66
2024 Q1	$2.65M	Buy	+20,030	New	+$2.48M	0.24%	74
2018 Q3	–	Sell	-70	Closed	-$2K	–	344
2018 Q2	$2K	Buy	+70	New	+$1.72K	﹤0.01%	371

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Hilton Capital Management sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 1,345 shares — an estimated $466K sold.

Hilton Capital Management first reported a position in AVGO in Q2 2018 and held it in 9 quarters. The position peaked at $7.83M in Q4 2024. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Hilton Capital Management reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
Hilton Capital Management sold 1,345 Broadcom shares in Q1 2026, an estimated $466K.
Hilton Capital Management first reported a position in Broadcom in Q2 2018 and held it in 9 quarters.
Hilton Capital Management's Broadcom position peaked at $7.83M in Q4 2024.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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