Kanawha Capital Management’s Broadcom AVGO Stock Holding History

Kanawha 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	$8.98M	Buy	29,023 +454	+2%	+$149K	0.63%	46
2025 Q4	$9.89M	Sell	28,569 -630	-2%	-$225K	0.68%	45
2025 Q3	$9.63M	Buy	29,199 +248	+0.9%	+$76.1K	0.67%	48
2025 Q2	$7.98M	Buy	28,951 +2,038	+8%	+$443K	0.59%	52
2025 Q1	$4.51M	Buy	26,913 +1,669	+7%	+$353K	0.35%	70
2024 Q4	$5.85M	Buy	25,244 +747	+3%	+$138K	0.46%	59
2024 Q3	$4.23M	Buy	24,497 +1,647	+7%	+$264K	0.31%	73
2024 Q2	$3.67M	Buy	22,850 +8,440	+59%	+$1.18M	0.29%	73
2024 Q1	$1.91M	Buy	14,410 +3,840	+36%	+$476K	0.15%	94
2023 Q4	$1.18M	Buy	+10,570	New	+$1M	0.11%	104

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

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

Kanawha Capital Management increased its Broadcom (AVGO) stake by 1.6% in Q1 2026, buying an estimated $149K and bringing the position to 29,023 shares worth $8.98M. The position accounts for 0.63% of the portfolio, ranked #46.

Kanawha Capital Management first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.89M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Kanawha Capital Management held 29,023 shares of Broadcom worth $8.98M as of Q1 2026.
Kanawha Capital Management bought 454 Broadcom shares in Q1 2026, an estimated $149K.
Broadcom made up 0.63% of Kanawha Capital Management's portfolio in Q1 2026, its #46 holding.
Kanawha Capital Management first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Kanawha Capital Management's Broadcom position peaked at $9.89M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.