OIM
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Orca Investment Management’s Broadcom AVGO Stock Holding History

Orca Investment Management’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 		$6.33M Sell
20,437
-192
-0.9% -$63.2K 5.38% 4
2025
Q4 		$7.14M Sell
20,629
-16
-0.1% -$5.72K 5.62% 4
2025
Q3 		$6.81M Sell
20,645
-13
-0.1% -$3.99K 5.58% 4
2025
Q2 		$5.69M Buy
20,658
+77
+0.4% +$16.7K 5.14% 5
2025
Q1 		$3.45M Sell
20,581
-467
-2% -$98.8K 3.44% 7
2024
Q4 		$4.88M Sell
21,048
-526
-2% -$97.3K 4.59% 5
2024
Q3 		$3.72M Buy
21,574
+1,074
+5% +$172K 3.36% 6
2024
Q2 		$3.29M Sell
20,500
-340
-2% -$47.6K 3.14% 8
2024
Q1 		$2.76M Sell
20,840
-860
-4% -$107K 2.59% 12
2023
Q4 		$2.42M Buy
21,700
+1,850
+9% +$175K 2.33% 15
2023
Q3 		$1.65M Buy
19,850
+1,830
+10% +$159K 1.83% 19
2023
Q2 		$1.56M Sell
18,020
-550
-3% -$39.2K 1.7% 21
2023
Q1 		$1.19M Sell
18,570
-160
-0.9% -$9.63K 1.46% 23
2022
Q4 		$1.05M Sell
18,730
-60
-0.3% -$3.01K 1.33% 25
2022
Q3 		$834K Sell
18,790
-1,360
-7% -$69.5K 1.09% 28
2022
Q2 		$979K Sell
20,150
-510
-2% -$28.6K 0.91% 29
2022
Q1 		$1.3M Sell
20,660
-550
-3% -$32.7K 1.06% 26
2021
Q4 		$1.41M Sell
21,210
-590
-3% -$33.2K 1.16% 28
2021
Q3 		$1.06M Sell
21,800
-1,510
-6% -$73.4K 0.93% 35
2021
Q2 		$1.11M Buy
23,310
+2,360
+11% +$109K 1% 35
2021
Q1 		$971K Sell
20,950
-130
-0.6% -$6.01K 1.01% 32
2020
Q4 		$923K Buy
+21,080
New +$822K 0.97% 34
2019
Q3 		$705K Buy
25,540
+1,990
+8% +$56.6K 0.83% 40
2019
Q2 		$678K Buy
+23,550
New +$686K 0.76% 46

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Orca Investment Management's AVGO Position: Q1 2026 in Review

Orca Investment Management reduced its Broadcom (AVGO) stake by 0.93% in Q1 2026, selling an estimated $63.2K and leaving 20,437 shares worth $6.33M. The position accounts for 5.38% of the portfolio, ranked #4.

Orca Investment Management first reported a position in AVGO in Q2 2019 and has held it in 24 quarters since. The position peaked at $7.14M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Orca Investment Management held 20,437 shares of Broadcom worth $6.33M as of Q1 2026.
  • Orca Investment Management sold 192 Broadcom shares in Q1 2026, an estimated $63.2K.
  • Broadcom made up 5.38% of Orca Investment Management's portfolio in Q1 2026, its #4 holding.
  • Orca Investment Management first reported a position in Broadcom in Q2 2019 and has held it in 24 quarters since.
  • Orca Investment Management's Broadcom position peaked at $7.14M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Orca Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.