Pinnacle Associates’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$139M Sell
449,852
-7,171
-2% -$2.36M 1.79% 5
2025
Q4
$158M Sell
457,023
-9,309
-2% -$3.33M 2.03% 5
2025
Q3
$154M Sell
466,332
-10,308
-2% -$3.16M 2.04% 5
2025
Q2
$131M Sell
476,640
-26,298
-5% -$5.71M 1.9% 5
2025
Q1
$84.2M Sell
502,938
-35,451
-7% -$7.5M 1.23% 11
2024
Q4
$125M Buy
538,389
+466,958
+654% +$86.4M 1.69% 4
2024
Q3
$79.7M Sell
71,431
-490,859
-87% -$78.7M 1.36% 7
2024
Q2
$90.3M Sell
562,290
-106,940
-16% -$15M 1.41% 9
2024
Q1
$88.7M Sell
669,230
-45,080
-6% -$5.59M 1.4% 9
2023
Q4
$79.7M Sell
714,310
-9,850
-1% -$933K 1.34% 7
2023
Q3
$60.1M Sell
724,160
-6,070
-0.8% -$526K 1.12% 9
2023
Q2
$63.3M Buy
730,230
+85,210
+13% +$6.08M 1.1% 10
2023
Q1
$41.4M Buy
645,020
+114,110
+21% +$6.87M 0.85% 23
2022
Q4
$29.7M Buy
530,910
+5,460
+1% +$274K 0.65% 37
2022
Q3
$23.3M Buy
525,450
+33,050
+7% +$1.69M 0.54% 45
2022
Q2
$23.9M Sell
492,400
-28,840
-6% -$1.62M 0.52% 48
2022
Q1
$32.8M Buy
521,240
+57,430
+12% +$3.41M 0.58% 43
2021
Q4
$30.9M Sell
463,810
-1,130
-0.2% -$63.5K 0.53% 46
2021
Q3
$22.5M Buy
464,940
+19,520
+4% +$949K 0.42% 67
2021
Q2
$21.2M Buy
445,420
+11,360
+3% +$526K 0.38% 76
2021
Q1
$20.1M Buy
434,060
+22,940
+6% +$1.06M 0.38% 75
2020
Q4
$18M Sell
411,120
-34,740
-8% -$1.35M 0.37% 75
2020
Q3
$16.2M Sell
445,860
-13,550
-3% -$454K 0.39% 75
2020
Q2
$14.5M Sell
459,410
-21,050
-4% -$589K 0.36% 79
2020
Q1
$11.4M Buy
480,460
+101,720
+27% +$2.87M 0.35% 84
2019
Q4
$12M Buy
378,740
+24,400
+7% +$741K 0.26% 106
2019
Q3
$9.78M Buy
354,340
+84,540
+31% +$2.4M 0.23% 121
2019
Q2
$7.77M Buy
269,800
+19,530
+8% +$569K 0.18% 155
2019
Q1
$7.53M Sell
250,270
-9,490
-4% -$257K 0.17% 158
2018
Q4
$6.61M Sell
259,760
-12,690
-5% -$299K 0.17% 162
2018
Q3
$6.72M Buy
272,450
+74,190
+37% +$1.66M 0.14% 176
2018
Q2
$4.81M Buy
+198,260
New +$4.86M 0.1% 208
2018
Q1
Sell
-126,020
Closed -$3.24M 681
2017
Q4
$3.24M Buy
126,020
+13,940
+12% +$362K 0.06% 256
2017
Q3
$2.72M Buy
112,080
+2,770
+3% +$68.5K 0.05% 274
2017
Q2
$2.55M Buy
109,310
+13,710
+14% +$318K 0.05% 275
2017
Q1
$2.09M Sell
95,600
-5,670
-6% -$117K 0.04% 310
2016
Q4
$1.79M Sell
101,270
-4,780
-5% -$82.8K 0.04% 316
2016
Q3
$1.83M Sell
106,050
-2,640
-2% -$44.2K 0.04% 313
2016
Q2
$1.69M Sell
108,690
-80,610
-43% -$1.23M 0.04% 312
2016
Q1
$2.92M Sell
189,300
-22,260
-11% -$301K 0.06% 245
2015
Q4
$3.07M Sell
211,560
-11,400
-5% -$148K 0.06% 239
2015
Q3
$2.79M Buy
222,960
+110
+0% +$1.39K 0.06% 248
2015
Q2
$2.96M Sell
222,850
-80,850
-27% -$1.06M 0.06% 255
2015
Q1
$3.86M Buy
303,700
+58,700
+24% +$673K 0.07% 222
2014
Q4
$2.46M Sell
245,000
-28,750
-11% -$257K 0.05% 263
2014
Q3
$2.38M Sell
273,750
-6,000
-2% -$46.9K 0.05% 267
2014
Q2
$2.02M Buy
279,750
+114,750
+70% +$770K 0.04% 288
2014
Q1
$1.06M Sell
165,000
-4,000
-2% -$23.4K 0.02% 341
2013
Q4
$894K Sell
169,000
-2,000
-1% -$9.2K 0.02% 369
2013
Q3
$737K Buy
171,000
+3,000
+2% +$11.5K 0.02% 383
2013
Q2
$628K Buy
+168,000
New +$586K 0.01% 392

Other funds holding AVGO

Pinnacle Associates's AVGO Position: Q1 2026 in Review

Pinnacle Associates reduced its Broadcom (AVGO) stake by 1.6% in Q1 2026, selling an estimated $2.36M and leaving 449,852 shares worth $139M. The position accounts for 1.79% of the portfolio, ranked #5.

Pinnacle Associates first reported a position in AVGO in Q2 2013 and has held it in 51 quarters since. The position peaked at $158M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Pinnacle Associates held 449,852 shares of Broadcom worth $139M as of Q1 2026.
  • Pinnacle Associates sold 7,171 Broadcom shares in Q1 2026, an estimated $2.36M.
  • Broadcom made up 1.79% of Pinnacle Associates's portfolio in Q1 2026, its #5 holding.
  • Pinnacle Associates first reported a position in Broadcom in Q2 2013 and has held it in 51 quarters since.
  • Pinnacle Associates's Broadcom position peaked at $158M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.