Michael & Susan Dell Foundation’s Broadcom AVGO Stock Holding History

Michael & Susan Dell Foundation’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	$198M	Hold	638,545	–	–	6.94%	3
2025 Q4	$221M	Hold	638,545	–	–	7.66%	3
2025 Q3	$211M	Hold	638,545	–	–	8.59%	2
2025 Q2	$176M	Hold	638,545	–	–	7.64%	2
2025 Q1	$107M	Sell	638,545 -638,500	-50%	-$135M	5.47%	3
2024 Q4	$296M	Sell	1,277,045 -2,712,955	-68%	-$502M	15.88%	2
2024 Q3	$688M	Hold	3,990,000	–	–	49.05%	1
2024 Q2	$641M	Sell	3,990,000 -1,330,000	-25%	-$186M	65.37%	1
2024 Q1	$705M	Sell	5,320,000 -6,549,780	-55%	-$812M	87.9%	1
2023 Q4	$1.32B	Buy	+11,869,780	New	+$1.12B	69.3%	1

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

Michael & Susan Dell Foundation's AVGO Position: Q1 2026 in Review

Michael & Susan Dell Foundation held its Broadcom (AVGO) position steady in Q1 2026 at 638,545 shares worth $198M. The position accounts for 6.94% of the portfolio, ranked #3.

Michael & Susan Dell Foundation first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.32B in Q4 2023. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Michael & Susan Dell Foundation held 638,545 shares of Broadcom worth $198M as of Q1 2026.
Michael & Susan Dell Foundation left its Broadcom share count unchanged in Q1 2026.
Broadcom made up 6.94% of Michael & Susan Dell Foundation's portfolio in Q1 2026, its #3 holding.
Michael & Susan Dell Foundation first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Michael & Susan Dell Foundation's Broadcom position peaked at $1.32B in Q4 2023.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Michael & Susan Dell Foundation's 13F filing for Q1 2026, filed 15 May 2026.