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Oak Thistle LLC’s Broadcom AVGO Stock Holding History

Oak Thistle LLC’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 		– Sell
-7,711
Closed -$2.67M – 475
2025
Q4 		$2.67M Buy
7,711
+462
+6% +$165K 0.37% 50
2025
Q3 		$2.39M Buy
+7,249
New +$2.22M 0.36% 72
2024
Q3 		– Sell
-5,870
Closed -$942K – 405
2024
Q2 		$942K Buy
+5,870
New +$823K 0.7% 20

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Oak Thistle LLC's AVGO Position: Q1 2026 in Review

Oak Thistle LLC sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 7,711 shares — an estimated $2.67M sold.

Oak Thistle LLC first reported a position in AVGO in Q2 2024 and held it in 3 quarters. The position peaked at $2.67M in Q4 2025. 4,687 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Oak Thistle LLC reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 7,711 Broadcom shares in Q1 2026, an estimated $2.67M.
  • Oak Thistle LLC first reported a position in Broadcom in Q2 2024 and held it in 3 quarters.
  • Oak Thistle LLC's Broadcom position peaked at $2.67M in Q4 2025.
  • 4,687 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.