SMA
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Sage Mountain Advisors’s Broadcom AVGO Stock Holding History

Sage Mountain Advisors’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 		$10.2M Sell
32,971
-43,496
-57% -$14.3M 0.71% 20
2025
Q4 		$26.5M Sell
76,467
-2,291
-3% -$819K 1.4% 15
2025
Q3 		$26M Sell
78,758
-1,922
-2% -$590K 1.49% 14
2025
Q2 		$22.2M Buy
80,680
+3,895
+5% +$846K 1.45% 14
2025
Q1 		$12.9M Sell
76,785
-1,291
-2% -$273K 0.95% 17
2024
Q4 		$18.1M Buy
78,076
+3,812
+5% +$705K 1.32% 12
2024
Q3 		$12.8M Buy
74,264
+3,804
+5% +$610K 1.09% 15
2024
Q2 		$11.3M Buy
70,460
+3,710
+6% +$520K 1.05% 15
2024
Q1 		$8.85M Buy
66,750
+1,390
+2% +$172K 0.92% 18
2023
Q4 		$7.3M Buy
65,360
+1,570
+2% +$149K 0.85% 19
2023
Q3 		$5.3M Buy
63,790
+1,310
+2% +$114K 0.73% 20
2023
Q2 		$5.42M Buy
62,480
+740
+1% +$52.8K 0.77% 20
2023
Q1 		$3.96M Buy
61,740
+55,690
+920% +$3.35M 0.64% 24
2022
Q4 		$338K Buy
6,050
+60
+1% +$3.01K 0.08% 97
2022
Q3 		$266K Sell
5,990
-620
-9% -$31.7K 0.07% 125
2022
Q2 		$321K Sell
6,610
-1,120
-14% -$62.9K 0.06% 322
2022
Q1 		$487K Sell
7,730
-140
-2% -$8.32K 0.08% 269
2021
Q4 		$524K Buy
7,870
+30
+0.4% +$1.69K 0.06% 292
2021
Q3 		$380K Buy
7,840
+3,190
+69% +$155K 0.05% 311
2021
Q2 		$222K Buy
+4,650
New +$215K 0.04% 374

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

Sage Mountain Advisors's AVGO Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Broadcom (AVGO) stake by 57% in Q1 2026, selling an estimated $14.3M and leaving 32,971 shares worth $10.2M. The position accounts for 0.71% of the portfolio, ranked #20.

Sage Mountain Advisors first reported a position in AVGO in Q2 2021 and has held it in 20 quarters since. The position peaked at $26.5M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Sage Mountain Advisors held 32,971 shares of Broadcom worth $10.2M as of Q1 2026.
  • Sage Mountain Advisors sold 43,496 Broadcom shares in Q1 2026, an estimated $14.3M.
  • Broadcom made up 0.71% of Sage Mountain Advisors's portfolio in Q1 2026, its #20 holding.
  • Sage Mountain Advisors first reported a position in Broadcom in Q2 2021 and has held it in 20 quarters since.
  • Sage Mountain Advisors's Broadcom position peaked at $26.5M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.