Ionic Capital Management’s Broadcom AVGO Stock Holding History

Ionic 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	$772K	Sell	2,494 -457	-15%	-$150K	0.06%	63
2025 Q4	$1.02M	Sell	2,951 -76	-3%	-$27.2K	0.13%	56
2025 Q3	$999K	Buy	3,027 +727	+32%	+$223K	0.1%	54
2025 Q2	$634K	Buy	+2,300	New	+$499K	0.18%	64
2024 Q4	–	Sell	-6,000	Closed	-$1.11M	–	111
2024 Q3	$1.03M	Buy	+6,000	New	+$962K	0.18%	69
2020 Q4	–	Sell	-370	Closed	-$13K	–	247
2020 Q3	$13K	Buy	+370	New	+$12.4K	﹤0.01%	205
2018 Q3	–	Sell	-144,000	Closed	-$3.49M	–	138
2018 Q2	$3.49M	Sell	144,000 -232,000	-62%	-$5.69M	0.21%	72
2018 Q1	$8.86M	Buy	+376,000	New	+$9.47M	0.56%	34

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

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

Ionic Capital Management reduced its Broadcom (AVGO) stake by 15% in Q1 2026, selling an estimated $150K and leaving 2,494 shares worth $772K. The position accounts for 0.06% of the portfolio, ranked #63.

Ionic Capital Management first reported a position in AVGO in Q1 2018 and has held it in 8 quarters since. The position peaked at $8.86M in Q1 2018. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Ionic Capital Management held 2,494 shares of Broadcom worth $772K as of Q1 2026.
Ionic Capital Management sold 457 Broadcom shares in Q1 2026, an estimated $150K.
Broadcom made up 0.06% of Ionic Capital Management's portfolio in Q1 2026, its #63 holding.
Ionic Capital Management first reported a position in Broadcom in Q1 2018 and has held it in 8 quarters since.
Ionic Capital Management's Broadcom position peaked at $8.86M in Q1 2018.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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