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Picton Mahoney Asset Management’s Broadcom AVGO Stock Holding History

Picton Mahoney Asset 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
Q2 		$48.3M Sell
127,742
-64,410
-34% -$25.8M 0.36% 55
2026
Q1 		$59.5M Buy
192,152
+10,479
+6% +$3.45M 0.44% 42
2025
Q4 		$62.9M Sell
181,673
-16,576
-8% -$5.93M 0.49% 39
2025
Q3 		$65.4M Sell
198,249
-7,797
-4% -$2.39M 0.59% 30
2025
Q2 		$56.8M Buy
206,046
+3,932
+2% +$854K 0.58% 33
2025
Q1 		$33.8M Buy
202,114
+20,927
+12% +$4.43M 0.58% 19
2024
Q4 		$42M Buy
181,187
+27,638
+18% +$5.11M 0.86% 15
2024
Q3 		$26.5M Sell
153,549
-59,381
-28% -$9.52M 0.87% 19
2024
Q2 		$34.2M Buy
212,930
+6,340
+3% +$888K 1.33% 8
2024
Q1 		$27.4M Buy
206,590
+29,210
+16% +$3.62M 0.82% 20
2023
Q4 		$19.8M Buy
177,380
+24,890
+16% +$2.36M 0.54% 27
2023
Q3 		$12.7M Sell
152,490
-1,950
-1% -$169K 0.38% 61
2023
Q2 		$13.4M Buy
154,440
+280
+0.2% +$20K 0.58% 49
2023
Q1 		$9.89M Buy
154,160
+16,020
+12% +$964K 0.44% 72
2022
Q4 		$7.72M Buy
138,140
+8,040
+6% +$403K 0.36% 78
2022
Q3 		$5.78M Buy
130,100
+27,100
+26% +$1.38M 0.21% 95
2022
Q2 		$5M Buy
103,000
+8,500
+9% +$477K 0.19% 124
2022
Q1 		$5.95M Buy
+94,500
New +$5.61M 0.21% 107
2017
Q3 		– Sell
-30,000
Closed -$742K – 187
2017
Q2 		$700K Buy
+30,000
New +$696K 0.05% 160
2014
Q2 		– Sell
-1,589,000
Closed -$10.2M – 306
2014
Q1 		$10.2M Buy
1,589,000
+547,000
+52% +$3.21M 0.59% 63
2013
Q4 		$5.51M Buy
+1,042,000
New +$4.79M 0.32% 103

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Picton Mahoney Asset Management's AVGO Position: Q2 2026 in Review

Picton Mahoney Asset Management reduced its Broadcom (AVGO) stake by 34% in Q2 2026, selling an estimated $25.8M and leaving 127,742 shares worth $48.3M. The position accounts for 0.36% of the portfolio, ranked #55.

Picton Mahoney Asset Management first reported a position in AVGO in Q4 2013 and has held it in 21 quarters since. The position peaked at $65.4M in Q3 2025. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Picton Mahoney Asset Management held 127,742 shares of Broadcom worth $48.3M as of Q2 2026.
  • Picton Mahoney Asset Management sold 64,410 Broadcom shares in Q2 2026, an estimated $25.8M.
  • Broadcom made up 0.36% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #55 holding.
  • Picton Mahoney Asset Management first reported a position in Broadcom in Q4 2013 and has held it in 21 quarters since.
  • Picton Mahoney Asset Management's Broadcom position peaked at $65.4M in Q3 2025.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.