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 Q1	–	Sell	-13,000	Closed	-$1.45M	–	780
2023 Q4	$1.45M	Buy	+13,000	New	+$1.23M	0.05%	337
2023 Q3	–	Sell	-1,000	Closed	-$86.7K	–	728
2023 Q2	$86.7K	Sell	1,000 -22,000	-96%	-$1.57M	﹤0.01%	662
2023 Q1	$1.48M	Buy	+23,000	New	+$1.38M	0.05%	295
2019 Q4	–	Sell	-65,000	Closed	-$1.79M	–	2138
2019 Q3	$1.79M	Buy	65,000 +38,000	+141%	+$1.08M	0.04%	474
2019 Q2	$777K	Buy	+27,000	New	+$787K	0.01%	817
2018 Q2	–	Sell	-501,000	Closed	-$11.8M	–	1617
2018 Q1	$11.8M	Hold	501,000	–	–	0.19%	51
2017 Q4	$12.9M	Buy	501,000 +280,000	+127%	+$7.28M	0.17%	90
2017 Q3	$5.36M	Buy	221,000 +11,000	+5%	+$272K	0.07%	266
2017 Q2	$4.89M	Sell	210,000 -13,000	-6%	-$302K	0.06%	327
2017 Q1	$4.88M	Buy	+223,000	New	+$4.59M	0.06%	321

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.