Kornitzer Capital Management’s Broadcom AVGO Stock Holding History

Kornitzer 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	$13.6M	Sell	44,076 -140	-0.3%	-$46.1K	0.29%	74
2025 Q4	$15.3M	Buy	44,216 +1,974	+5%	+$706K	0.32%	68
2025 Q3	$13.9M	Buy	42,242 +419	+1%	+$129K	0.28%	89
2025 Q2	$11.5M	Buy	41,823 +8,007	+24%	+$1.74M	0.23%	108
2025 Q1	$5.66M	Sell	33,816 -6,119	-15%	-$1.3M	0.12%	205
2024 Q4	$9.26M	Sell	39,935 -2,207	-5%	-$408K	0.18%	161
2024 Q3	$7.27M	Buy	42,142 +2,362	+6%	+$379K	0.13%	215
2024 Q2	$6.39M	Buy	39,780 +7,210	+22%	+$1.01M	0.12%	227
2024 Q1	$4.32M	Buy	32,570 +4,170	+15%	+$517K	0.08%	264
2023 Q4	$3.17M	Sell	28,400 -5,890	-17%	-$558K	0.06%	285
2023 Q3	$2.85M	Buy	34,290 +3,300	+11%	+$286K	0.06%	283
2023 Q2	$2.69M	Buy	30,990 +170	+0.6%	+$12.1K	0.05%	302
2023 Q1	$1.98M	Hold	30,820	–	–	0.04%	328
2022 Q4	$1.72M	Hold	30,820	–	–	0.03%	342
2022 Q3	$1.37M	Buy	30,820 +50	+0.2%	+$2.55K	0.03%	364
2022 Q2	$1.5M	Sell	30,770 -18,070	-37%	-$1.01M	0.03%	367
2022 Q1	$3.08M	Sell	48,840 -15,860	-25%	-$942K	0.05%	304
2021 Q4	$4.3M	Sell	64,700 -21,660	-25%	-$1.22M	0.06%	288
2021 Q3	$4.19M	Sell	86,360 -12,000	-12%	-$584K	0.06%	290
2021 Q2	$4.69M	Hold	98,360	–	–	0.07%	280
2021 Q1	$4.56M	Hold	98,360	–	–	0.07%	276
2020 Q4	$4.31M	Hold	98,360	–	–	0.07%	278
2020 Q3	$3.58M	Sell	98,360 -2,360	-2%	-$79K	0.07%	271
2020 Q2	$3.18M	Sell	100,720 -1,530	-1%	-$42.8K	0.06%	275
2020 Q1	$2.42M	Sell	102,250 -550	-0.5%	-$15.5K	0.06%	289
2019 Q4	$3.25M	Sell	102,800 -15,860	-13%	-$482K	0.06%	285
2019 Q3	$3.28M	Sell	118,660 -7,600	-6%	-$216K	0.06%	292
2019 Q2	$3.63M	Buy	+126,260	New	+$3.68M	0.06%	279
2018 Q4	–	Sell	-12,610	Closed	-$311K	–	476
2018 Q3	$311K	Sell	12,610 -217,700	-95%	-$4.88M	﹤0.01%	461
2018 Q2	$5.59M	Sell	230,310 -22,000	-9%	-$539K	0.09%	229
2018 Q1	$5.95M	Hold	252,310	–	–	0.1%	233
2017 Q4	$6.48M	Hold	252,310	–	–	0.11%	224
2017 Q3	$6.12M	Sell	252,310 -7,500	-3%	-$185K	0.11%	233
2017 Q2	$6.05M	Hold	259,810	–	–	0.11%	242
2017 Q1	$5.69M	Buy	259,810 +1,500	+0.6%	+$30.9K	0.1%	243
2016 Q4	$4.57M	Sell	258,310 -94,540	-27%	-$1.64M	0.09%	249
2016 Q3	$6.09M	Sell	352,850 -25,500	-7%	-$426K	0.11%	234
2016 Q2	$5.88M	Sell	378,350 -110,030	-23%	-$1.68M	0.11%	234
2016 Q1	$7.54M	Buy	488,380 +100	+0%	+$1.35K	0.13%	218
2015 Q4	$7.09M	Hold	488,280	–	–	0.12%	228
2015 Q3	$6.1M	Buy	488,280 +580	+0.1%	+$7.33K	0.1%	241
2015 Q2	$6.48M	Hold	487,700	–	–	0.09%	247
2015 Q1	$6.19M	Hold	487,700	–	–	0.07%	240
2014 Q4	$4.91M	Hold	487,700	–	–	0.06%	253
2014 Q3	$4.24M	Hold	487,700	–	–	0.05%	260
2014 Q2	$3.52M	Hold	487,700	–	–	0.04%	283
2014 Q1	$3.14M	Hold	487,700	–	–	0.03%	305
2013 Q4	$2.58M	Buy	487,700 +40,000	+9%	+$184K	0.03%	314
2013 Q3	$1.93M	Buy	447,700 +140,000	+45%	+$538K	0.02%	321
2013 Q2	$1.15M	Buy	+307,700	New	+$1.07M	0.02%	325

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

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

Kornitzer Capital Management reduced its Broadcom (AVGO) stake by 0.32% in Q1 2026, selling an estimated $46.1K and leaving 44,076 shares worth $13.6M. The position accounts for 0.29% of the portfolio, ranked #74.

Kornitzer Capital Management first reported a position in AVGO in Q2 2013 and has held it in 50 quarters since. The position peaked at $15.3M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Kornitzer Capital Management held 44,076 shares of Broadcom worth $13.6M as of Q1 2026.
Kornitzer Capital Management sold 140 Broadcom shares in Q1 2026, an estimated $46.1K.
Broadcom made up 0.29% of Kornitzer Capital Management's portfolio in Q1 2026, its #74 holding.
Kornitzer Capital Management first reported a position in Broadcom in Q2 2013 and has held it in 50 quarters since.
Kornitzer Capital Management's Broadcom position peaked at $15.3M in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Kornitzer Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.