HMS Capital Management’s Broadcom AVGO Stock Holding History

HMS 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
2020 Q1	–	Sell	-14,000	Closed	-$442K	–	87
2019 Q4	$442K	Buy	+14,000	New	+$425K	0.19%	119
2018 Q3	–	Sell	-16,000	Closed	-$389K	–	207
2018 Q2	$389K	Buy	16,000 +3,000	+23%	+$73.6K	0.22%	130
2018 Q1	$306K	Buy	13,000 +2,000	+18%	+$50.4K	0.2%	128
2017 Q4	$283K	Buy	11,000 +6,000	+120%	+$156K	0.21%	110
2017 Q3	$121K	Buy	5,000 +1,000	+25%	+$24.7K	0.1%	122
2017 Q2	$93K	Buy	4,000 +3,000	+300%	+$69.6K	0.08%	128
2017 Q1	$23K	Buy	+1,000	New	+$20.6K	0.02%	135

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

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

HMS Capital Management reduced its Broadcom (AVGO) stake by 7% in Q1 2026, selling an estimated $346K and leaving 13,937 shares worth $4.31M. The position accounts for 1.67% of the portfolio, ranked #10.

HMS Capital Management first reported a position in AVGO in Q3 2016 and has held it in 35 quarters since. The position peaked at $7.2M in Q4 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

HMS Capital Management held 13,937 shares of Broadcom worth $4.31M as of Q1 2026.
HMS Capital Management sold 1,050 Broadcom shares in Q1 2026, an estimated $346K.
Broadcom made up 1.67% of HMS Capital Management's portfolio in Q1 2026, its #10 holding.
HMS Capital Management first reported a position in Broadcom in Q3 2016 and has held it in 35 quarters since.
HMS Capital Management's Broadcom position peaked at $7.2M in Q4 2024.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on HMS Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.