Kendall Capital Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.9M | Sell |
44,800
-1,133
| -2% | -$373K | 2.84% | 4 |
|
|
2025
Q4 | $15.9M | Sell |
45,933
-6,597
| -13% | -$2.36M | 3.33% | 4 |
|
|
2025
Q3 | $17.3M | Sell |
52,530
-1,507
| -3% | -$462K | 3.91% | 4 |
|
|
2025
Q2 | $14.9M | Sell |
54,037
-850
| -2% | -$185K | 3.94% | 3 |
|
|
2025
Q1 | $9.19M | Sell |
54,887
-2,980
| -5% | -$631K | 2.7% | 4 |
|
|
2024
Q4 | $13.4M | Sell |
57,867
-5,803
| -9% | -$1.07M | 3.93% | 2 |
|
|
2024
Q3 | $11M | Sell |
63,670
-1,140
| -2% | -$183K | 3.39% | 2 |
|
|
2024
Q2 | $10.4M | Buy |
64,810
+3,280
| +5% | +$460K | 3.47% | 2 |
|
|
2024
Q1 | $8.16M | Sell |
61,530
-50
| -0.1% | -$6.2K | 2.81% | 4 |
|
|
2023
Q4 | $6.87M | Buy |
61,580
+350
| +0.6% | +$33.1K | 2.67% | 4 |
|
|
2023
Q3 | $5.09M | Buy |
61,230
+2,070
| +3% | +$179K | 2.25% | 5 |
|
|
2023
Q2 | $5.13M | Buy |
59,160
+1,240
| +2% | +$88.4K | 2.25% | 5 |
|
|
2023
Q1 | $3.72M | Buy |
57,920
+3,970
| +7% | +$239K | 1.79% | 9 |
|
|
2022
Q4 | $3.02M | Buy |
53,950
+1,080
| +2% | +$54.2K | 1.52% | 13 |
|
|
2022
Q3 | $2.35M | Buy |
52,870
+3,650
| +7% | +$186K | 1.37% | 16 |
|
|
2022
Q2 | $2.39M | Buy |
49,220
+1,700
| +4% | +$95.4K | 1.32% | 19 |
|
|
2022
Q1 | $2.99M | Sell |
47,520
-430
| -0.9% | -$25.5K | 1.45% | 16 |
|
|
2021
Q4 | $3.19M | Buy |
47,950
+5,160
| +12% | +$290K | 1.51% | 15 |
|
|
2021
Q3 | $2.08M | Buy |
42,790
+2,050
| +5% | +$99.7K | 1.12% | 25 |
|
|
2021
Q2 | $1.94M | Sell |
40,740
-100
| -0.2% | -$4.63K | 1.09% | 29 |
|
|
2021
Q1 | $1.89M | Sell |
40,840
-410
| -1% | -$19K | 1.17% | 26 |
|
|
2020
Q4 | $1.81M | Sell |
41,250
-750
| -2% | -$29.2K | 1.32% | 20 |
|
|
2020
Q3 | $1.53M | Sell |
42,000
-4,310
| -9% | -$144K | 1.33% | 22 |
|
|
2020
Q2 | $1.46M | Sell |
46,310
-10,410
| -18% | -$291K | 1.4% | 20 |
|
|
2020
Q1 | $1.34M | Sell |
56,720
-9,800
| -15% | -$276K | 1.52% | 17 |
|
|
2019
Q4 | $2.1M | Sell |
66,520
-6,120
| -8% | -$186K | 1.65% | 14 |
|
|
2019
Q3 | $2M | Sell |
72,640
-18,570
| -20% | -$528K | 1.77% | 12 |
|
|
2019
Q2 | $2.63M | Sell |
91,210
-14,030
| -13% | -$409K | 2.38% | 5 |
|
|
2019
Q1 | $3.17M | Sell |
105,240
-990
| -0.9% | -$26.8K | 3% | 3 |
|
|
2018
Q4 | $2.7M | Buy |
106,230
+2,050
| +2% | +$48.4K | 2.8% | 4 |
|
|
2018
Q3 | $2.57M | Buy |
104,180
+27,770
| +36% | +$623K | 2.19% | 9 |
|
|
2018
Q2 | $1.85M | Buy |
76,410
+22,390
| +41% | +$549K | 1.64% | 12 |
|
|
2018
Q1 | $1.27M | Buy |
54,020
+29,690
| +122% | +$747K | 1.1% | 26 |
|
|
2017
Q4 | $625K | Buy |
+24,330
| New | +$632K | 0.55% | 58 |
|
Other funds holding AVGO
VCM
VPM
Kendall Capital Management's AVGO Position: Q1 2026 in Review
Kendall Capital Management reduced its Broadcom (AVGO) stake by 2.5% in Q1 2026, selling an estimated $373K and leaving 44,800 shares worth $13.9M. The position accounts for 2.84% of the portfolio, ranked #4.
Kendall Capital Management first reported a position in AVGO in Q4 2017 and has held it in 34 quarters since. The position peaked at $17.3M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Kendall Capital Management held 44,800 shares of Broadcom worth $13.9M as of Q1 2026.
- Kendall Capital Management sold 1,133 Broadcom shares in Q1 2026, an estimated $373K.
- Broadcom made up 2.84% of Kendall Capital Management's portfolio in Q1 2026, its #4 holding.
- Kendall Capital Management first reported a position in Broadcom in Q4 2017 and has held it in 34 quarters since.
- Kendall Capital Management's Broadcom position peaked at $17.3M in Q3 2025.
- 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.