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Red Cedar Investment Management’s Broadcom AVGO Stock Holding History

Red Cedar Investment 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 		$10.4M Sell
33,533
-9,965
-23% -$3.28M 1.08% 22
2025
Q4 		$15.1M Sell
43,498
-6,304
-13% -$2.25M 1.63% 15
2025
Q3 		$16.4M Sell
49,802
-3,444
-6% -$1.06M 1.93% 11
2025
Q2 		$14.7M Sell
53,246
-3,329
-6% -$723K 1.85% 11
2025
Q1 		$9.47M Hold
56,575
– – 1.31% 12
2024
Q4 		$13.1M Sell
56,575
-8,460
-13% -$1.56M 1.65% 10
2024
Q3 		$11.2M Buy
65,035
+175
+0.3% +$28.1K 1.42% 11
2024
Q2 		$10.4M Sell
64,860
-19,540
-23% -$2.74M 1.42% 11
2024
Q1 		$11.2M Buy
84,400
+12,120
+17% +$1.5M 1.4% 11
2023
Q4 		$8.07M Buy
72,280
+700
+1% +$66.3K 1.16% 12
2023
Q3 		$5.95M Sell
71,580
-5,680
-7% -$492K 0.91% 17
2023
Q2 		$6.7M Sell
77,260
-12,380
-14% -$883K 1.02% 14
2023
Q1 		$5.75M Buy
89,640
+24,300
+37% +$1.46M 0.89% 15
2022
Q4 		$3.65M Buy
65,340
+4,290
+7% +$215K 0.58% 23
2022
Q3 		$2.71M Hold
61,050
– – 0.46% 28
2022
Q2 		$2.97M Hold
61,050
– – 0.49% 24
2022
Q1 		$3.84M Sell
61,050
-10,780
-15% -$640K 0.54% 23
2021
Q4 		$4.78M Sell
71,830
-2,230
-3% -$125K 0.57% 22
2021
Q3 		$3.59M Buy
74,060
+19,980
+37% +$972K 0.47% 23
2021
Q2 		$2.58M Sell
54,080
-25,070
-32% -$1.16M 0.34% 25
2021
Q1 		$3.67M Sell
79,150
-820
-1% -$37.9K 0.47% 23
2020
Q4 		$3.5M Sell
79,970
-1,730
-2% -$67.4K 0.52% 21
2020
Q3 		$2.98M Buy
81,700
+44,180
+118% +$1.48M 0.54% 21
2020
Q2 		$1.18M Buy
+37,520
New +$1.05M 0.28% 26

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

Red Cedar Investment Management's AVGO Position: Q1 2026 in Review

Red Cedar Investment Management reduced its Broadcom (AVGO) stake by 23% in Q1 2026, selling an estimated $3.28M and leaving 33,533 shares worth $10.4M. The position accounts for 1.08% of the portfolio, ranked #22.

Red Cedar Investment Management first reported a position in AVGO in Q2 2020 and has held it in 24 quarters since. The position peaked at $16.4M in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Red Cedar Investment Management held 33,533 shares of Broadcom worth $10.4M as of Q1 2026.
  • Red Cedar Investment Management sold 9,965 Broadcom shares in Q1 2026, an estimated $3.28M.
  • Broadcom made up 1.08% of Red Cedar Investment Management's portfolio in Q1 2026, its #22 holding.
  • Red Cedar Investment Management first reported a position in Broadcom in Q2 2020 and has held it in 24 quarters since.
  • Red Cedar Investment Management's Broadcom position peaked at $16.4M in Q3 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Red Cedar Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.