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Ithaka Group’s Broadcom AVGO Stock Holding History

Ithaka Group’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 		$5.29M Buy
17,104
+683
+4% +$225K 1.1% 29
2025
Q4 		$5.68M Buy
+16,421
New +$5.87M 1.01% 31

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ithaka Group's AVGO Position: Q1 2026 in Review

Ithaka Group increased its Broadcom (AVGO) stake by 4.2% in Q1 2026, buying an estimated $225K and bringing the position to 17,104 shares worth $5.29M. The position accounts for 1.1% of the portfolio, ranked #29.

Ithaka Group first reported a position in AVGO in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.68M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Ithaka Group held 17,104 shares of Broadcom worth $5.29M as of Q1 2026.
  • Ithaka Group bought 683 Broadcom shares in Q1 2026, an estimated $225K.
  • Broadcom made up 1.1% of Ithaka Group's portfolio in Q1 2026, its #29 holding.
  • Ithaka Group first reported a position in Broadcom in Q4 2025 and has held it in 2 quarters since.
  • Ithaka Group's Broadcom position peaked at $5.68M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Ithaka Group's 13F filing for Q1 2026, filed 12 May 2026.