Paloma Partners’s Broadcom AVGO Stock Holding History

Paloma Partners’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	$6.81M	Sell	22,000 -6,000	-21%	-$1.97M	1.34%	20
2025 Q4	$9.69M	Buy	28,000 +8,000	+40%	+$2.86M	1.76%	17
2025 Q3	$6.6M	Sell	20,000 -21,000	-51%	-$6.44M	1.08%	20
2025 Q2	$11.3M	Sell	41,000 -20,500	-33%	-$4.45M	1.66%	13
2025 Q1	$10.3M	Buy	+61,500	New	+$13M	1.27%	18
2024 Q4	–	Sell	-31,386	Closed	-$5.41M	–	334
2024 Q3	$5.41M	Buy	+31,386	New	+$5.03M	0.15%	138
2024 Q2	–	Sell	-20,550	Closed	-$2.72M	–	1249
2024 Q1	$2.72M	Buy	20,550 +20,180	+5,454%	+$2.5M	0.14%	186
2023 Q4	$41.3K	Buy	+370	New	+$35K	﹤0.01%	667
2023 Q3	–	Sell	-30,180	Closed	-$2.62M	–	727
2023 Q2	$2.62M	Buy	+30,180	New	+$2.15M	0.09%	205
2022 Q3	–	Sell	-5,500	Closed	-$267K	–	1015
2022 Q2	$267K	Buy	+5,500	New	+$309K	0.01%	790
2022 Q1	–	Sell	-55,790	Closed	-$3.31M	–	1762
2021 Q4	$3.71M	Buy	+55,790	New	+$3.14M	0.06%	282
2021 Q3	–	Sell	-40,690	Closed	-$1.94M	–	1081
2021 Q2	$1.94M	Buy	40,690 +20,760	+104%	+$962K	0.04%	427
2021 Q1	$924K	Buy	19,930 +17,380	+682%	+$804K	0.02%	737
2020 Q4	$112K	Buy	+2,550	New	+$99.4K	﹤0.01%	1492
2020 Q3	–	Sell	-21,010	Closed	-$663K	–	2077
2020 Q2	$663K	Sell	21,010 -42,590	-67%	-$1.19M	0.01%	1095
2020 Q1	$1.51M	Sell	63,600 -154,260	-71%	-$4.35M	0.08%	197
2019 Q4	$6.88M	Buy	217,860 +197,860	+989%	+$6.01M	0.1%	160
2019 Q3	$552K	Sell	20,000 -601,930	-97%	-$17.1M	0.01%	1091
2019 Q2	$17.9M	Sell	621,930 -313,780	-34%	-$9.14M	0.3%	46
2019 Q1	$28.1M	Sell	935,710 -432,380	-32%	-$11.7M	0.68%	20
2018 Q4	$34.8M	Buy	1,368,090 +1,298,900	+1,877%	+$30.7M	1.06%	15
2018 Q3	$1.71M	Buy	69,190 +46,360	+203%	+$1.04M	0.03%	518
2018 Q2	$554K	Sell	22,830 -70,240	-75%	-$1.72M	0.01%	982
2018 Q1	$2.19M	Buy	93,070 +15,730	+20%	+$396K	0.03%	529
2017 Q4	$1.99M	Sell	77,340 -41,020	-35%	-$1.07M	0.03%	669
2017 Q3	$2.87M	Buy	118,360 +90,120	+319%	+$2.23M	0.04%	524
2017 Q2	$659K	Buy	+28,240	New	+$655K	0.01%	1399
2017 Q1	–	Sell	-81,260	Closed	-$1.67M	–	1953
2016 Q4	$1.44M	Buy	81,260 +53,150	+189%	+$921K	0.01%	913
2016 Q3	$485K	Buy	28,110 +11,620	+70%	+$194K	0.01%	1422
2016 Q2	$256K	Sell	16,490 -119,800	-88%	-$1.82M	﹤0.01%	1843
2016 Q1	$2.11M	Buy	+136,290	New	+$1.84M	0.03%	461
2015 Q4	–	Sell	-134,000	Closed	-$1.68M	–	1695
2015 Q3	$1.68M	Sell	134,000 -42,840	-24%	-$541K	0.04%	396
2015 Q2	$2.35M	Sell	176,840 -649,720	-79%	-$8.51M	0.05%	386
2015 Q1	$10.5M	Sell	826,560 -334,280	-29%	-$3.83M	0.3%	54
2014 Q4	$11.7M	Buy	1,160,840 +1,132,840	+4,046%	+$10.1M	0.5%	38
2014 Q3	$244K	Sell	28,000 -1,800	-6%	-$14.1K	0.01%	787
2014 Q2	$215K	Buy	+29,800	New	+$200K	0.01%	940
2013 Q4	–	Sell	-717,300	Closed	-$3.09M	–	1000
2013 Q3	$3.09M	Buy	+717,300	New	+$2.75M	0.12%	143

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Paloma Partners's AVGO Position: Q1 2026 in Review

Paloma Partners reduced its Broadcom (AVGO) stake by 21% in Q1 2026, selling an estimated $1.97M and leaving 22,000 shares worth $6.81M. The position accounts for 1.34% of the portfolio, ranked #20.

Paloma Partners first reported a position in AVGO in Q3 2013 and has held it in 38 quarters since. The position peaked at $34.8M in Q4 2018. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Paloma Partners held 22,000 shares of Broadcom worth $6.81M as of Q1 2026.
Paloma Partners sold 6,000 Broadcom shares in Q1 2026, an estimated $1.97M.
Broadcom made up 1.34% of Paloma Partners's portfolio in Q1 2026, its #20 holding.
Paloma Partners first reported a position in Broadcom in Q3 2013 and has held it in 38 quarters since.
Paloma Partners's Broadcom position peaked at $34.8M in Q4 2018.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Paloma Partners's 13F filing for Q1 2026, filed 15 May 2026.