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Orion Capital Management’s Broadcom AVGO Stock Holding History

Orion Capital 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 		– Sell
-100
Closed -$34.6K – 488
2025
Q4 		$34.6K Sell
100
-100
-50% -$35.8K 0.01% 302
2025
Q3 		$66K Buy
+200
New +$61.4K 0.02% 248
2025
Q1 		– Sell
-100
Closed -$23.2K – 474
2024
Q4 		$23.2K Hold
100
– – 0.01% 306
2024
Q3 		$17.3K Buy
+100
New +$16K 0.01% 134

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

Orion Capital Management's AVGO Position: Q1 2026 in Review

Orion Capital Management increased its Broadcom (AVGO) stake by 0.11% in Q1 2026, buying an estimated $658 and bringing the position to 1,765 shares worth $546K. The position accounts for 0.19% of the portfolio, ranked #76.

Orion Capital Management first reported a position in AVGO in Q4 2020 and has held it in 21 quarters since. The position peaked at $610K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Orion Capital Management held 1,765 shares of Broadcom worth $546K as of Q1 2026.
  • Orion Capital Management bought 2 Broadcom shares in Q1 2026, an estimated $658.
  • Broadcom made up 0.19% of Orion Capital Management's portfolio in Q1 2026, its #76 holding.
  • Orion Capital Management first reported a position in Broadcom in Q4 2020 and has held it in 21 quarters since.
  • Orion Capital Management's Broadcom position peaked at $610K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.