Poehling Capital Management’s Broadcom AVGO Stock Holding History

Poehling Capital 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 Q1	$342K	Hold	1,104	–	–	0.07%	123
2025 Q4	$382K	Hold	1,104	–	–	0.08%	109
2025 Q3	$364K	Hold	1,104	–	–	0.08%	114
2025 Q2	$304K	Buy	+1,104	New	+$240K	0.07%	115
2025 Q1	–	Sell	-1,000	Closed	-$232K	–	134
2024 Q4	$232K	Buy	+1,000	New	+$185K	0.06%	126
2023 Q2	–	Sell	-4,500	Closed	-$289K	–	123
2023 Q1	$289K	Hold	4,500	–	–	0.1%	101
2022 Q4	$252K	Buy	+4,500	New	+$226K	0.09%	104
2022 Q3	–	Sell	-4,500	Closed	-$219K	–	113
2022 Q2	$219K	Hold	4,500	–	–	0.08%	109
2022 Q1	$283K	Hold	4,500	–	–	0.09%	126
2021 Q4	$299K	Hold	4,500	–	–	0.1%	112
2021 Q3	$218K	Hold	4,500	–	–	0.07%	127
2021 Q2	$215K	Hold	4,500	–	–	0.07%	140
2021 Q1	$209K	Buy	+4,500	New	+$208K	0.07%	142

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

Poehling Capital Management's AVGO Position: Q1 2026 in Review

Poehling Capital Management held its Broadcom (AVGO) position steady in Q1 2026 at 1,104 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #123.

Poehling Capital Management first reported a position in AVGO in Q1 2021 and has held it in 13 quarters since. The position peaked at $382K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Poehling Capital Management held 1,104 shares of Broadcom worth $342K as of Q1 2026.
Poehling Capital Management left its Broadcom share count unchanged in Q1 2026.
Broadcom made up 0.07% of Poehling Capital Management's portfolio in Q1 2026, its #123 holding.
Poehling Capital Management first reported a position in Broadcom in Q1 2021 and has held it in 13 quarters since.
Poehling Capital Management's Broadcom position peaked at $382K in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.