SAM
AVGO icon

Sawgrass Asset Management’s Broadcom AVGO Stock Holding History

Sawgrass Asset 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 		$26M Sell
84,123
-2,417
-3% -$795K 3.92% 6
2025
Q4 		$30M Sell
86,540
-23,928
-22% -$8.56M 3.74% 6
2025
Q3 		$36.4M Sell
110,468
-26,938
-20% -$8.26M 4.5% 4
2025
Q2 		$37.9M Sell
137,406
-5,588
-4% -$1.21M 4.31% 4
2025
Q1 		$23.9M Sell
142,994
-5,987
-4% -$1.27M 2.94% 7
2024
Q4 		$34.5M Sell
148,981
-31,905
-18% -$5.9M 3.79% 6
2024
Q3 		$31.2M Buy
180,886
+36,666
+25% +$5.88M 3.25% 6
2024
Q2 		$23.2M Sell
144,220
-2,540
-2% -$356K 2.51% 6
2024
Q1 		$19.5M Buy
146,760
+80,190
+120% +$9.94M 2.13% 9
2023
Q4 		$7.43M Sell
66,570
-1,450
-2% -$137K 0.84% 47
2023
Q3 		$5.65M Sell
68,020
-201,520
-75% -$17.5M 0.69% 49
2023
Q2 		$23.4M Sell
269,540
-98,040
-27% -$6.99M 2.88% 5
2023
Q1 		$23.6M Sell
367,580
-11,960
-3% -$720K 3.06% 5
2022
Q4 		$21.2M Sell
379,540
-2,230
-0.6% -$112K 2.91% 6
2022
Q3 		$17M Sell
381,770
-25,250
-6% -$1.29M 2.42% 8
2022
Q2 		$19.8M Sell
407,020
-24,160
-6% -$1.36M 2.53% 7
2022
Q1 		$27.2M Buy
+431,180
New +$25.6M 2.84% 7
2021
Q4 		– Sell
-474,710
Closed -$23M – 183
2021
Q3 		$23M Sell
474,710
-70,410
-13% -$3.42M 2.33% 9
2021
Q2 		$26M Sell
545,120
-41,600
-7% -$1.93M 2.25% 11
2021
Q1 		$27.2M Sell
586,720
-76,840
-12% -$3.55M 2.19% 12
2020
Q4 		$29.1M Sell
663,560
-75,640
-10% -$2.95M 2.17% 16
2020
Q3 		$26.9M Buy
739,200
+145,650
+25% +$4.88M 2.14% 15
2020
Q2 		$18.7M Sell
593,550
-935,740
-61% -$26.2M 1.4% 26
2020
Q1 		$36.3M Buy
1,529,290
+691,090
+82% +$19.5M 3.24% 5
2019
Q4 		$26.5M Buy
838,200
+93,190
+13% +$2.83M 2% 16
2019
Q3 		$20.6M Sell
745,010
-707,270
-49% -$20.1M 1.6% 24
2019
Q2 		$41.8M Buy
1,452,280
+487,820
+51% +$14.2M 1.83% 21
2019
Q1 		$29M Buy
+964,460
New +$26.1M 1.29% 34

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

Sawgrass Asset Management's AVGO Position: Q1 2026 in Review

Sawgrass Asset Management reduced its Broadcom (AVGO) stake by 2.8% in Q1 2026, selling an estimated $795K and leaving 84,123 shares worth $26M. The position accounts for 3.92% of the portfolio, ranked #6.

Sawgrass Asset Management first reported a position in AVGO in Q1 2019 and has held it in 28 quarters since. The position peaked at $41.8M in Q2 2019. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Sawgrass Asset Management held 84,123 shares of Broadcom worth $26M as of Q1 2026.
  • Sawgrass Asset Management sold 2,417 Broadcom shares in Q1 2026, an estimated $795K.
  • Broadcom made up 3.92% of Sawgrass Asset Management's portfolio in Q1 2026, its #6 holding.
  • Sawgrass Asset Management first reported a position in Broadcom in Q1 2019 and has held it in 28 quarters since.
  • Sawgrass Asset Management's Broadcom position peaked at $41.8M in Q2 2019.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Sawgrass Asset Management's 13F filing for Q1 2026, filed 1 May 2026.