Jacobs Levy Equity Management’s Broadcom AVGO Stock Holding History

Jacobs Levy Equity 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	$152M	Sell	491,383 -179,668	-27%	-$59.1M	0.64%	33
2025 Q4	$232M	Buy	671,051 +131,568	+24%	+$47M	0.9%	22
2025 Q3	$178M	Buy	539,483 +154,810	+40%	+$47.5M	0.71%	25
2025 Q2	$106M	Buy	384,673 +208,574	+118%	+$45.3M	0.42%	61
2025 Q1	$29.5M	Sell	176,099 -189,593	-52%	-$40.1M	0.12%	177
2024 Q4	$84.8M	Buy	365,692 +243,186	+199%	+$45M	0.3%	82
2024 Q3	$21.1M	Sell	122,506 -7,964	-6%	-$1.28M	0.08%	222
2024 Q2	$20.9M	Buy	130,470 +107,310	+463%	+$15M	0.09%	211
2024 Q1	$3.07M	Buy	23,160 +14,460	+166%	+$1.79M	0.01%	520
2023 Q4	$971K	Buy	+8,700	New	+$824K	﹤0.01%	725
2019 Q3	–	Sell	-444,270	Closed	-$12.8M	–	920
2019 Q2	$12.8M	Buy	+444,270	New	+$12.9M	0.18%	152
2015 Q3	–	Sell	-80,300	Closed	-$1.07M	–	808
2015 Q2	$1.07M	Sell	80,300 -215,500	-73%	-$2.82M	0.02%	458
2015 Q1	$3.76M	Buy	+295,800	New	+$3.39M	0.06%	266

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Jacobs Levy Equity Management's AVGO Position: Q1 2026 in Review

Jacobs Levy Equity Management reduced its Broadcom (AVGO) stake by 27% in Q1 2026, selling an estimated $59.1M and leaving 491,383 shares worth $152M. The position accounts for 0.64% of the portfolio, ranked #33.

Jacobs Levy Equity Management first reported a position in AVGO in Q1 2015 and has held it in 13 quarters since. The position peaked at $232M in Q4 2025. 4,674 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Jacobs Levy Equity Management held 491,383 shares of Broadcom worth $152M as of Q1 2026.
Jacobs Levy Equity Management sold 179,668 Broadcom shares in Q1 2026, an estimated $59.1M.
Broadcom made up 0.64% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #33 holding.
Jacobs Levy Equity Management first reported a position in Broadcom in Q1 2015 and has held it in 13 quarters since.
Jacobs Levy Equity Management's Broadcom position peaked at $232M in Q4 2025.
4,674 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.