National Bank of Canada’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
$121M Sell
3,921
-1,908
-33% -$628K 0.11% 156
2025
Q4
$202M Buy
5,829
+4,446
+321% +$1.59M 0.18% 101
2025
Q3
$45.6M Buy
+1,383
New +$424K 0.05% 305
2025
Q2
Sell
-2,500
Closed -$41.9M 2996
2025
Q1
$41.9M Buy
2,500
+2,000
+400% +$423K 0.04% 339
2024
Q4
$11.6M Buy
+500
New +$92.5K 0.01% 725

Other funds holding AVGO

National Bank of Canada's AVGO Position: Q1 2026 in Review

National Bank of Canada reduced its Broadcom (AVGO) stake by 19% in Q1 2026, selling an estimated $463M and leaving 6,006,872 shares worth $1.86B. The position accounts for 1.67% of the portfolio, ranked #11.

National Bank of Canada first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.57B in Q4 2025. 4,674 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • National Bank of Canada held 6,006,872 shares of Broadcom worth $1.86B as of Q1 2026.
  • National Bank of Canada sold 1,405,958 Broadcom shares in Q1 2026, an estimated $463M.
  • Broadcom made up 1.67% of National Bank of Canada's portfolio in Q1 2026, its #11 holding.
  • National Bank of Canada first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Broadcom position peaked at $2.57B in Q4 2025.
  • 4,674 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.