Oarsman Capital’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.65M Buy
25,549
+260
+1% +$104K 1.02% 19
2026
Q1
$7.83M Buy
25,289
+2,894
+13% +$952K 0.97% 20
2025
Q4
$7.75M Buy
22,395
+269
+1% +$96.2K 1.01% 18
2025
Q3
$7.3M Sell
22,126
-938
-4% -$288K 1.02% 18
2025
Q2
$6.36M Sell
23,064
-214
-0.9% -$46.5K 1% 19
2025
Q1
$3.9M Sell
23,278
-3,605
-13% -$763K 0.7% 25
2024
Q4
$6.23M Sell
26,883
-1,585
-6% -$293K 1.09% 21
2024
Q3
$4.91M Sell
28,468
-2
-0% -$321 0.9% 21
2024
Q2
$4.57M Sell
28,470
-50
-0.2% -$7.01K 1% 22
2024
Q1
$3.78M Sell
28,520
-3,360
-11% -$416K 0.9% 26
2023
Q4
$3.56M Buy
31,880
+900
+3% +$85.2K 0.94% 25
2023
Q3
$2.57M Sell
30,980
-1,710
-5% -$148K 1.08% 21
2023
Q2
$2.84M Sell
32,690
-440
-1% -$31.4K 1.24% 18
2023
Q1
$2.13M Buy
33,130
+90
+0.3% +$5.42K 0.99% 24
2022
Q4
$1.85M Sell
33,040
-130
-0.4% -$6.52K 0.94% 25
2022
Q3
$1.47M Buy
33,170
+90
+0.3% +$4.6K 0.79% 34
2022
Q2
$1.61M Sell
33,080
-3,150
-9% -$177K 0.8% 37
2022
Q1
$2.28M Buy
36,230
+650
+2% +$38.6K 0.89% 31
2021
Q4
$2.37M Sell
35,580
-2,020
-5% -$114K 0.93% 29
2021
Q3
$1.82M Buy
37,600
+190
+0.5% +$9.24K 0.74% 41
2021
Q2
$1.78M Buy
37,410
+710
+2% +$32.9K 0.71% 40
2021
Q1
$1.7M Sell
36,700
-2,110
-5% -$97.6K 0.74% 43
2020
Q4
$1.7M Buy
+38,810
New +$1.51M 0.66% 47

Other funds holding AVGO

Oarsman Capital's AVGO Position: Q2 2026 in Review

Oarsman Capital increased its Broadcom (AVGO) stake by 1% in Q2 2026, buying an estimated $104K and bringing the position to 25,549 shares worth $9.65M. The position accounts for 1.02% of the portfolio, ranked #19.

Oarsman Capital first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Oarsman Capital held 25,549 shares of Broadcom worth $9.65M as of Q2 2026.
  • Oarsman Capital bought 260 Broadcom shares in Q2 2026, an estimated $104K.
  • Broadcom made up 1.02% of Oarsman Capital's portfolio in Q2 2026, its #19 holding.
  • Oarsman Capital first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.