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
2024 Q2	–	Sell	-25,310	Closed	-$3.35M	–	1248
2024 Q1	$3.35M	Buy	25,310 +11,310	+81%	+$1.4M	0.18%	137
2023 Q4	$1.56M	Buy	+14,000	New	+$1.33M	0.06%	321
2023 Q3	–	Sell	-1,000	Closed	-$86.7K	–	726
2023 Q2	$86.7K	Sell	1,000 -8,000	-89%	-$571K	﹤0.01%	661
2023 Q1	$577K	Buy	+9,000	New	+$541K	0.02%	470
2022 Q2	–	Sell	-69,000	Closed	-$4.34M	–	1122
2022 Q1	$4.34M	Buy	+69,000	New	+$4.1M	0.13%	101
2021 Q3	–	Sell	-39,000	Closed	-$1.86M	–	1080
2021 Q2	$1.86M	Buy	+39,000	New	+$1.81M	0.03%	438
2021 Q1	–	Sell	-29,000	Closed	-$1.27M	–	2022
2020 Q4	$1.27M	Buy	+29,000	New	+$1.13M	0.03%	493
2019 Q4	–	Sell	-78,000	Closed	-$2.15M	–	2137
2019 Q3	$2.15M	Buy	78,000 +55,000	+239%	+$1.56M	0.04%	402
2019 Q2	$662K	Buy	+23,000	New	+$670K	0.01%	885
2018 Q2	–	Sell	-35,000	Closed	-$825K	–	1616
2018 Q1	$825K	Buy	+35,000	New	+$881K	0.01%	1088
2017 Q3	–	Sell	-210,000	Closed	-$4.89M	–	2085
2017 Q2	$4.89M	Hold	210,000	–	–	0.06%	326
2017 Q1	$4.6M	Buy	+210,000	New	+$4.32M	0.06%	346

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.