IEQ Capital’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$257M Buy
830,351
+181,515
+28% +$59.7M 1.19% 14
2025
Q4
$225M Buy
648,836
+34,495
+6% +$12.3M 0.67% 20
2025
Q3
$203M Buy
614,341
+77,248
+14% +$23.7M 0.62% 21
2025
Q2
$148M Buy
537,093
+70,904
+15% +$15.4M 0.91% 18
2025
Q1
$78.1M Buy
466,189
+52,467
+13% +$11.1M 0.62% 25
2024
Q4
$95.9M Buy
413,722
+30,074
+8% +$5.56M 0.93% 19
2024
Q3
$66.2M Buy
383,648
+49,428
+15% +$7.92M 0.81% 20
2024
Q2
$53.7M Buy
334,220
+30,670
+10% +$4.3M 0.72% 26
2024
Q1
$40.2M Buy
303,550
+20,040
+7% +$2.48M 0.58% 28
2023
Q4
$31.6M Buy
283,510
+26,440
+10% +$2.5M 0.53% 33
2023
Q3
$21.4M Buy
257,070
+10,500
+4% +$910K 0.43% 42
2023
Q2
$21.4M Buy
246,570
+12,190
+5% +$869K 0.43% 44
2023
Q1
$15M Buy
234,380
+14,410
+7% +$867K 0.35% 50
2022
Q4
$12.3M Sell
219,970
-5,630
-2% -$282K 0.34% 57
2022
Q3
$10M Buy
225,600
+88,650
+65% +$4.53M 0.27% 58
2022
Q2
$6.65M Buy
136,950
+5,910
+5% +$332K 0.2% 79
2022
Q1
$8.25M Buy
131,040
+18,410
+16% +$1.09M 0.2% 76
2021
Q4
$7.49M Buy
112,630
+17,950
+19% +$1.01M 0.17% 78
2021
Q3
$4.59M Buy
94,680
+14,680
+18% +$714K 0.12% 108
2021
Q2
$3.81M Buy
80,000
+24,000
+43% +$1.11M 0.11% 110
2021
Q1
$2.6M Buy
+56,000
New +$2.59M 0.11% 113
2020
Q4
Sell
-48,780
Closed -$1.78M 231
2020
Q3
$1.78M Buy
48,780
+5,390
+12% +$181K 0.1% 120
2020
Q2
$1.37M Sell
43,390
-9,440
-18% -$264K 0.09% 128
2020
Q1
$1.25M Buy
52,830
+4,250
+9% +$120K 0.1% 125
2019
Q4
$1.54M Buy
+48,580
New +$1.47M 0.13% 112

Other funds holding AVGO

IEQ Capital's AVGO Position: Q1 2026 in Review

IEQ Capital increased its Broadcom (AVGO) stake by 28% in Q1 2026, buying an estimated $59.7M and bringing the position to 830,351 shares worth $257M. The position accounts for 1.19% of the portfolio, ranked #14.

IEQ Capital first reported a position in AVGO in Q4 2019 and has held it in 25 quarters since. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • IEQ Capital held 830,351 shares of Broadcom worth $257M as of Q1 2026.
  • IEQ Capital bought 181,515 Broadcom shares in Q1 2026, an estimated $59.7M.
  • Broadcom made up 1.19% of IEQ Capital's portfolio in Q1 2026, its #14 holding.
  • IEQ Capital first reported a position in Broadcom in Q4 2019 and has held it in 25 quarters since.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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