Second Line Capital’s Broadcom AVGO Stock Holding History

Second Line Capital’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	$1.22M	Buy	2,927 +377	+15%	+$124K	0.23%	58
2025 Q4	$882K	Sell	2,550 -83	-3%	-$29.7K	0.18%	55
2025 Q3	$869K	Buy	2,633 +86	+3%	+$26.4K	0.18%	60
2025 Q2	$702K	Sell	2,547 -210	-8%	-$45.6K	0.16%	61
2025 Q1	$462K	Sell	2,757 -6,556	-70%	-$1.39M	0.12%	70
2024 Q4	$2.16M	Sell	9,313 -10,163	-52%	-$1.88M	0.58%	40
2024 Q3	$3.36M	Sell	19,476 -2,504	-11%	-$401K	0.92%	22
2024 Q2	$3.53M	Buy	21,980 +940	+4%	+$132K	1.08%	19
2024 Q1	$2.8M	Sell	21,040 -2,710	-11%	-$336K	0.91%	24
2023 Q4	$2.65M	Buy	+23,750	New	+$2.25M	1.06%	19

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

Second Line Capital's AVGO Position: Q1 2026 in Review

Second Line Capital increased its Broadcom (AVGO) stake by 15% in Q1 2026, buying an estimated $124K and bringing the position to 2,927 shares worth $1.22M. The position accounts for 0.23% of the portfolio, ranked #58.

Second Line Capital first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.53M in Q2 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Second Line Capital held 2,927 shares of Broadcom worth $1.22M as of Q1 2026.
Second Line Capital bought 377 Broadcom shares in Q1 2026, an estimated $124K.
Broadcom made up 0.23% of Second Line Capital's portfolio in Q1 2026, its #58 holding.
Second Line Capital first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Second Line Capital's Broadcom position peaked at $3.53M in Q2 2024.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Second Line Capital's 13F filing for Q1 2026, filed 15 May 2026.