Sentry Investment Management’s Broadcom AVGO Stock Holding History

Sentry 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	–	Sell	-12,401	Closed	-$4.29M	–	46
2025 Q4	$4.29M	Hold	12,401	–	–	2.82%	6
2025 Q3	$4.29M	Buy	12,401 +169	+1%	+$51.8K	2.86%	5
2025 Q2	$3.33M	Sell	12,232 -488	-4%	-$106K	1.83%	7
2025 Q1	$1.96M	Sell	12,720 -4,451	-26%	-$942K	1.33%	11
2024 Q4	$3.98M	Sell	17,171 -1,776	-9%	-$328K	1.9%	9
2024 Q3	$3.27M	Sell	18,947 -2,213	-10%	-$355K	1.37%	9
2024 Q2	$3.4M	Sell	21,160 -4,330	-17%	-$607K	1.51%	10
2024 Q1	$3.38M	Hold	25,490	–	–	1.31%	10
2023 Q4	$2.85M	Buy	25,490 +1,530	+6%	+$145K	1.22%	11
2023 Q3	$1.99M	Sell	23,960 -5,570	-19%	-$483K	0.95%	17
2023 Q2	$2.56M	Hold	29,530	–	–	0.97%	15
2023 Q1	$1.89M	Buy	29,530 +2,690	+10%	+$162K	0.78%	22
2022 Q4	$1.5M	Sell	26,840 -1,360	-5%	-$68.2K	0.66%	29
2022 Q3	$1.25M	Sell	28,200 -790	-3%	-$40.4K	0.59%	28
2022 Q2	$1.41M	Sell	28,990 -5,160	-15%	-$290K	0.64%	30
2022 Q1	$2.15M	Sell	34,150 -5,080	-13%	-$302K	0.68%	23
2021 Q4	$2.61M	Buy	39,230 +4,230	+12%	+$238K	0.69%	18
2021 Q3	$1.7M	Buy	35,000 +11,770	+51%	+$572K	0.49%	37
2021 Q2	$1.11M	Sell	23,230 -18,160	-44%	-$841K	0.28%	94
2021 Q1	$1.92M	Sell	41,390 -213,660	-84%	-$9.88M	0.53%	38
2020 Q4	$11.2M	Buy	255,050 +3,120	+1%	+$122K	0.56%	36
2020 Q3	$9.18M	Buy	251,930 +24,620	+11%	+$825K	0.51%	43
2020 Q2	$7.17M	Sell	227,310 -19,470	-8%	-$545K	0.44%	50
2020 Q1	$5.85M	Hold	246,780	–	–	0.43%	62
2019 Q4	$7.8M	Buy	246,780 +7,050	+3%	+$214K	0.47%	51
2019 Q3	$6.62M	Hold	239,730	–	–	0.43%	56
2019 Q2	$6.9M	Hold	239,730	–	–	0.46%	49
2019 Q1	$7.21M	Sell	239,730 -32,210	-12%	-$873K	0.5%	48
2018 Q4	$6.92M	Sell	271,940 -14,930	-5%	-$352K	0.5%	47
2018 Q3	$7.08M	Buy	286,870 +17,170	+6%	+$385K	0.43%	55
2018 Q2	$6.54M	Sell	269,700 -27,520	-9%	-$675K	0.43%	54
2018 Q1	$7M	Sell	297,220 -19,970	-6%	-$503K	0.43%	52
2017 Q4	$8.15M	Hold	317,190	–	–	0.44%	48
2017 Q3	$7.69M	Hold	317,190	–	–	0.29%	57
2017 Q2	$7.39M	Buy	317,190 +3,330	+1%	+$77.3K	0.29%	55
2017 Q1	$6.87M	Buy	313,860 +2,360	+0.8%	+$48.6K	0.28%	56
2016 Q4	$5.51M	Hold	311,500	–	–	0.23%	78
2016 Q3	$5.37M	Buy	311,500 +27,540	+10%	+$461K	0.23%	73
2016 Q2	$4.41M	Hold	283,960	–	–	0.19%	87
2016 Q1	$4.39M	Buy	283,960 +87,960	+45%	+$1.19M	0.2%	84
2015 Q4	$2.85M	Hold	196,000	–	–	0.13%	132
2015 Q3	$2.45M	Buy	196,000 +104,000	+113%	+$1.31M	0.12%	138
2015 Q2	$1.22M	Sell	92,000 -52,900	-37%	-$693K	0.06%	259
2015 Q1	$1.84M	Buy	144,900 +23,000	+19%	+$264K	0.09%	178
2014 Q4	$1.23M	Hold	121,900	–	–	0.06%	225
2014 Q3	$1.06M	Sell	121,900 -29,030	-19%	-$227K	0.05%	239
2014 Q2	$1.09M	Buy	+150,930	New	+$1.01M	0.06%	245

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

Sentry Investment Management's AVGO Position: Q1 2026 in Review

Sentry Investment Management sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 12,401 shares — an estimated $4.29M sold.

Sentry Investment Management first reported a position in AVGO in Q2 2014 and held it in 47 quarters. The position peaked at $11.2M in Q4 2020. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Sentry Investment Management reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
Sentry Investment Management sold 12,401 Broadcom shares in Q1 2026, an estimated $4.29M.
Sentry Investment Management first reported a position in Broadcom in Q2 2014 and held it in 47 quarters.
Sentry Investment Management's Broadcom position peaked at $11.2M in Q4 2020.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.