Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$19.8M Sell
64,074
-35,802
-36% -$11.8M 0.8% 24
2025
Q4
$34.6M Sell
99,876
-6,596
-6% -$2.36M 1.41% 15
2025
Q3
$35.1M Sell
106,472
-2,506
-2% -$769K 1.51% 15
2025
Q2
$30M Sell
108,978
-981
-0.9% -$213K 1.46% 16
2025
Q1
$18.4M Sell
109,959
-3,102
-3% -$657K 1.01% 19
2024
Q4
$26.2M Sell
113,061
-1,444
-1% -$267K 1.47% 14
2024
Q3
$19.8M Sell
114,505
-1,715
-1% -$275K 1.13% 14
2024
Q2
$18.7M Sell
116,220
-2,340
-2% -$328K 1.17% 15
2024
Q1
$15.7M Sell
118,560
-5,290
-4% -$655K 1.05% 15
2023
Q4
$13.8M Buy
123,850
+8,900
+8% +$843K 1.02% 17
2023
Q3
$9.55M Buy
114,950
+9,090
+9% +$788K 0.81% 21
2023
Q2
$9.18M Buy
105,860
+690
+0.7% +$49.2K 0.77% 19
2023
Q1
$6.75M Buy
105,170
+980
+0.9% +$59K 0.62% 25
2022
Q4
$5.83M Buy
104,190
+5,440
+6% +$273K 0.57% 33
2022
Q3
$4.38M Buy
98,750
+87,730
+796% +$4.48M 0.48% 42
2022
Q2
$536K Buy
11,020
+280
+3% +$15.7K 0.06% 150
2022
Q1
$677K Sell
10,740
-1,500
-12% -$89.1K 0.07% 141
2021
Q4
$815K Sell
12,240
-50
-0.4% -$2.81K 0.08% 126
2021
Q3
$596K Buy
+12,290
New +$598K 0.08% 156

Other funds holding AVGO

JB Capital's AVGO Position: Q1 2026 in Review

JB Capital reduced its Broadcom (AVGO) stake by 36% in Q1 2026, selling an estimated $11.8M and leaving 64,074 shares worth $19.8M. The position accounts for 0.8% of the portfolio, ranked #24.

JB Capital first reported a position in AVGO in Q3 2021 and has held it in 19 quarters since. The position peaked at $35.1M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • JB Capital held 64,074 shares of Broadcom worth $19.8M as of Q1 2026.
  • JB Capital sold 35,802 Broadcom shares in Q1 2026, an estimated $11.8M.
  • Broadcom made up 0.8% of JB Capital's portfolio in Q1 2026, its #24 holding.
  • JB Capital first reported a position in Broadcom in Q3 2021 and has held it in 19 quarters since.
  • JB Capital's Broadcom position peaked at $35.1M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.