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Randolph Company’s Broadcom AVGO Stock Holding History

Randolph Company’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 		$91.9M Buy
296,892
+922
+0.3% +$303K 8.78% 1
2025
Q4 		$102M Sell
295,970
-67,877
-19% -$24.3M 9.82% 1
2025
Q3 		$120M Sell
363,847
-29,875
-8% -$9.17M 11.67% 1
2025
Q2 		$109M Buy
393,722
+1,619
+0.4% +$352K 11.13% 1
2025
Q1 		$65.6M Sell
392,103
-137,074
-26% -$29M 7.68% 1
2024
Q4 		$123M Sell
529,177
-22,633
-4% -$4.19M 13.71% 1
2024
Q3 		$95.2M Sell
551,810
-240
-0% -$38.5K 11.06% 1
2024
Q2 		$88.6M Sell
552,050
-10
-0% -$1.4K 10.87% 1
2024
Q1 		$73.2M Sell
552,060
-80,320
-13% -$9.95M 8.99% 1
2023
Q4 		$70.6M Sell
632,380
-20
-0% -$1.89K 9.39% 1
2023
Q3 		$52.5M Sell
632,400
-4,040
-0.6% -$350K 8.42% 1
2023
Q2 		$55.2M Sell
636,440
-1,010
-0.2% -$72K 7.69% 1
2023
Q1 		$40.9M Sell
637,450
-15,610
-2% -$939K 5.91% 1
2022
Q4 		$36.5M Sell
653,060
-210
-0% -$10.5K 5.59% 1
2022
Q3 		$29M Sell
653,270
-270
-0% -$13.8K 4.59% 3
2022
Q2 		$31.8M Hold
653,540
– – 4.81% 1
2022
Q1 		$41.2M Buy
653,540
+780
+0.1% +$46.3K 5.28% 4
2021
Q4 		$43.4M Sell
652,760
-5,640
-0.9% -$317K 5.24% 4
2021
Q3 		$31.9M Sell
658,400
-10
-0% -$486 4.1% 6
2021
Q2 		$31.4M Buy
658,410
+2,110
+0.3% +$97.8K 4.08% 7
2021
Q1 		$30.4M Buy
656,300
+410
+0.1% +$19K 4.15% 6
2020
Q4 		$28.7M Hold
655,890
– – 4.26% 5
2020
Q3 		$23.9M Buy
655,890
+30
+0% +$1K 4.11% 6
2020
Q2 		$20.7M Buy
655,860
+320
+0% +$8.96K 3.7% 9
2020
Q1 		$15.5M Sell
655,540
-10
-0% -$282 3.08% 21
2019
Q4 		$20.7M Buy
655,550
+300
+0% +$9.11K 3.19% 12
2019
Q3 		$18.1M Buy
655,250
+215,650
+49% +$6.13M 3.27% 16
2019
Q2 		$12.7M Buy
+439,600
New +$12.8M 2.18% 20

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Randolph Company's AVGO Position: Q1 2026 in Review

Randolph Company increased its Broadcom (AVGO) stake by 0.31% in Q1 2026, buying an estimated $303K and bringing the position to 296,892 shares worth $91.9M. The position accounts for 8.78% of the portfolio, ranked #1.

Randolph Company first reported a position in AVGO in Q2 2019 and has held it in 28 quarters since. The position peaked at $123M in Q4 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Randolph Company held 296,892 shares of Broadcom worth $91.9M as of Q1 2026.
  • Randolph Company bought 922 Broadcom shares in Q1 2026, an estimated $303K.
  • Broadcom made up 8.78% of Randolph Company's portfolio in Q1 2026, its #1 holding.
  • Randolph Company first reported a position in Broadcom in Q2 2019 and has held it in 28 quarters since.
  • Randolph Company's Broadcom position peaked at $123M in Q4 2024.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Randolph Company's 13F filing for Q1 2026, filed 24 Apr 2026.