Logan 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 | – | Sell |
-287,077
| Closed | -$94.5M | – | 293 |
|
|
2025
Q4 | $99.4M | Sell |
287,077
-9,741
| -3% | -$3.48M | 4.18% | 2 |
|
|
2025
Q3 | $97.9M | Sell |
296,818
-60,864
| -17% | -$18.7M | 4.13% | 2 |
|
|
2025
Q2 | $98.6M | Sell |
357,682
-50,911
| -12% | -$11.1M | 4.59% | 2 |
|
|
2025
Q1 | $68.4M | Sell |
408,593
-68,730
| -14% | -$14.5M | 3.11% | 3 |
|
|
2024
Q4 | $111M | Sell |
477,323
-61,131
| -11% | -$11.3M | 4.64% | 2 |
|
|
2024
Q3 | $92.9M | Sell |
538,454
-11,786
| -2% | -$1.89M | 3.83% | 2 |
|
|
2024
Q2 | $88.3M | Sell |
550,240
-10,660
| -2% | -$1.49M | 3.81% | 3 |
|
|
2024
Q1 | $74.3M | Sell |
560,900
-78,810
| -12% | -$9.76M | 3.18% | 3 |
|
|
2023
Q4 | $71.4M | Sell |
639,710
-101,170
| -14% | -$9.58M | 3.33% | 3 |
|
|
2023
Q3 | $61.5M | Sell |
740,880
-108,200
| -13% | -$9.38M | 3.13% | 3 |
|
|
2023
Q2 | $73.7M | Sell |
849,080
-48,340
| -5% | -$3.45M | 3.53% | 2 |
|
|
2023
Q1 | $57.6M | Sell |
897,420
-24,120
| -3% | -$1.45M | 2.8% | 3 |
|
|
2022
Q4 | $51.5M | Sell |
921,540
-21,220
| -2% | -$1.06M | 2.65% | 3 |
|
|
2022
Q3 | $41.9M | Sell |
942,760
-5,070
| -0.5% | -$259K | 2.51% | 4 |
|
|
2022
Q2 | $46M | Sell |
947,830
-57,310
| -6% | -$3.22M | 2.65% | 4 |
|
|
2022
Q1 | $63.3M | Sell |
1,005,140
-3,670
| -0.4% | -$218K | 3.06% | 3 |
|
|
2021
Q4 | $67.1M | Sell |
1,008,810
-48,330
| -5% | -$2.72M | 2.91% | 3 |
|
|
2021
Q3 | $51.3M | Sell |
1,057,140
-28,120
| -3% | -$1.37M | 2.39% | 4 |
|
|
2021
Q2 | $51.7M | Buy |
1,085,260
+13,220
| +1% | +$613K | 2.41% | 4 |
|
|
2021
Q1 | $49.7M | Sell |
1,072,040
-14,360
| -1% | -$664K | 2.49% | 3 |
|
|
2020
Q4 | $47.6M | Buy |
1,086,400
+77,120
| +8% | +$3.01M | 2.38% | 4 |
|
|
2020
Q3 | $36.8M | Sell |
1,009,280
-219,500
| -18% | -$7.35M | 1.99% | 5 |
|
|
2020
Q2 | $38.8M | Buy |
1,228,780
+87,000
| +8% | +$2.43M | 2.24% | 5 |
|
|
2020
Q1 | $27.1M | Sell |
1,141,780
-182,330
| -14% | -$5.14M | 1.89% | 7 |
|
|
2019
Q4 | $41.8M | Sell |
1,324,110
-29,840
| -2% | -$906K | 2.29% | 4 |
|
|
2019
Q3 | $37.4M | Sell |
1,353,950
-36,520
| -3% | -$1.04M | 2.2% | 4 |
|
|
2019
Q2 | $40M | Sell |
1,390,470
-18,130
| -1% | -$528K | 2.35% | 4 |
|
|
2019
Q1 | $42.4M | Buy |
1,408,600
+81,430
| +6% | +$2.21M | 2.61% | 4 |
|
|
2018
Q4 | $33.7M | Sell |
1,327,170
-16,100
| -1% | -$380K | 2.67% | 4 |
|
|
2018
Q3 | $33.1M | Sell |
1,343,270
-10,210
| -0.8% | -$229K | 2.17% | 6 |
|
|
2018
Q2 | $32.8M | Sell |
1,353,480
-97,400
| -7% | -$2.39M | 2.28% | 6 |
|
|
2018
Q1 | $34.2M | Sell |
1,450,880
-27,530
| -2% | -$693K | 2.4% | 4 |
|
|
2017
Q4 | $38M | Sell |
1,478,410
-126,430
| -8% | -$3.29M | 2.66% | 3 |
|
|
2017
Q3 | $38.9M | Sell |
1,604,840
-18,040
| -1% | -$446K | 2.78% | 2 |
|
|
2017
Q2 | $37.8M | Sell |
1,622,880
-18,310
| -1% | -$425K | 2.82% | 3 |
|
|
2017
Q1 | $35.9M | Sell |
1,641,190
-45,870
| -3% | -$945K | 2.77% | 2 |
|
|
2016
Q4 | $29.8M | Sell |
1,687,060
-18,450
| -1% | -$320K | 2.39% | 3 |
|
|
2016
Q3 | $29.4M | Sell |
1,705,510
-53,160
| -3% | -$889K | 2.4% | 3 |
|
|
2016
Q2 | $27.3M | Sell |
1,758,670
-30,990
| -2% | -$472K | 2.31% | 4 |
|
|
2016
Q1 | $27.6M | Sell |
1,789,660
-23,020
| -1% | -$311K | 2.22% | 4 |
|
|
2015
Q4 | $26.3M | Sell |
1,812,680
-59,400
| -3% | -$772K | 2.09% | 6 |
|
|
2015
Q3 | $23.4M | Sell |
1,872,080
-454,030
| -20% | -$5.74M | 1.95% | 8 |
|
|
2015
Q2 | $30.9M | Sell |
2,326,110
-198,220
| -8% | -$2.6M | 2.27% | 3 |
|
|
2015
Q1 | $32.1M | Sell |
2,524,330
-98,370
| -4% | -$1.13M | 2.26% | 3 |
|
|
2014
Q4 | $26.4M | Buy |
2,622,700
+194,470
| +8% | +$1.74M | 1.91% | 6 |
|
|
2014
Q3 | $21.1M | Sell |
2,428,230
-17,360
| -0.7% | -$136K | 1.51% | 18 |
|
|
2014
Q2 | $17.6M | Buy |
2,445,590
+38,340
| +2% | +$257K | 1.25% | 29 |
|
|
2014
Q1 | $15.5M | Buy |
2,407,250
+1,376,960
| +134% | +$8.07M | 1.12% | 31 |
|
|
2013
Q4 | $5.45M | Buy |
1,030,290
+12,390
| +1% | +$57K | 0.39% | 73 |
|
|
2013
Q3 | $4.38M | Buy |
+1,017,900
| New | +$3.91M | 0.33% | 79 |
|
Other funds holding AVGO
VCM
VPM
Logan Capital Management's AVGO Position: Q1 2026 in Review
Logan Capital Management sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 287,077 shares — an estimated $94.5M sold.
Logan Capital Management first reported a position in AVGO in Q3 2013 and held it in 50 quarters. The position peaked at $111M in Q4 2024. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Logan Capital Management reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
- Logan Capital Management sold 287,077 Broadcom shares in Q1 2026, an estimated $94.5M.
- Logan Capital Management first reported a position in Broadcom in Q3 2013 and held it in 50 quarters.
- Logan Capital Management's Broadcom position peaked at $111M in Q4 2024.
- 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.