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Shell Asset Management’s Broadcom AVGO Stock Holding History

Shell 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
2025
Q3 		$21.7M Sell
65,895
-156,571
-70% -$48M 2.18% 5
2025
Q2 		$61.3M Buy
222,466
+53,449
+32% +$11.6M 2.12% 6
2025
Q1 		$28.3M Sell
169,017
-1,881
-1% -$398K 1.34% 12
2024
Q4 		$39.6M Buy
170,898
+11,124
+7% +$2.06M 1.73% 8
2024
Q3 		$27.6M Buy
+159,774
New +$25.6M 1.21% 10
2024
Q1 		$28M Buy
174,140
+11,140
+7% +$1.38M 1.27% 11
2023
Q4 		$18.2M Sell
163,000
-30,530
-16% -$2.89M 0.84% 14
2023
Q3 		$16.1M Buy
193,530
+9,170
+5% +$795K 0.66% 17
2023
Q2 		$16M Sell
184,360
-9,330
-5% -$665K 0.63% 21
2023
Q1 		$12.4M Buy
193,690
+5,930
+3% +$357K 0.52% 35
2022
Q4 		$10.5M Sell
187,760
-39,000
-17% -$1.96M 0.46% 44
2022
Q3 		$10.1M Sell
226,760
-56,190
-20% -$2.87M 0.39% 46
2022
Q2 		$13.7M Sell
282,950
-450
-0.2% -$25.3K 0.41% 45
2022
Q1 		$17.8M Sell
283,400
-43,280
-13% -$2.57M 0.42% 42
2021
Q4 		$21.7M Buy
326,680
+26,860
+9% +$1.51M 0.45% 40
2021
Q3 		$14.5M Sell
299,820
-128,590
-30% -$6.25M 0.33% 59
2021
Q2 		$20.4M Sell
428,410
-27,990
-6% -$1.3M 0.4% 45
2021
Q1 		$21.2M Sell
456,400
-6,820
-1% -$315K 0.42% 45
2020
Q4 		$20.3M Buy
463,220
+75,160
+19% +$2.93M 0.42% 36
2020
Q3 		$14.1M Sell
388,060
-39,220
-9% -$1.31M 0.33% 62
2020
Q2 		$13.5M Buy
427,280
+45,670
+12% +$1.28M 0.34% 63
2020
Q1 		$9.05M Sell
381,610
-37,750
-9% -$1.06M 0.25% 94
2019
Q4 		$13.3M Sell
419,360
-3,990
-0.9% -$121K 0.29% 73
2019
Q3 		$11.7M Sell
423,350
-11,450
-3% -$326K 0.27% 86
2019
Q2 		$12.5M Sell
434,800
-13,220
-3% -$385K 0.28% 83
2019
Q1 		$13.5M Sell
448,020
-6,620
-1% -$179K 0.3% 77
2018
Q4 		$11.6M Sell
454,640
-43,090
-9% -$1.02M 0.29% 84
2018
Q3 		$12.3M Buy
497,730
+159,770
+47% +$3.58M 0.24% 105
2018
Q2 		$8.2M Buy
+337,960
New +$8.29M 0.17% 157

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Shell Asset Management's AVGO Position: Q3 2025 in Review

Shell Asset Management reduced its Broadcom (AVGO) stake by 70% in Q3 2025, selling an estimated $48M and leaving 65,895 shares worth $21.7M. The position accounts for 2.18% of the portfolio, ranked #5.

Shell Asset Management first reported a position in AVGO in Q2 2018 and has held it in 29 quarters since. The position peaked at $61.3M in Q2 2025. 4,289 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Shell Asset Management held 65,895 shares of Broadcom worth $21.7M as of Q3 2025.
  • Shell Asset Management sold 156,571 Broadcom shares in Q3 2025, an estimated $48M.
  • Broadcom made up 2.18% of Shell Asset Management's portfolio in Q3 2025, its #5 holding.
  • Shell Asset Management first reported a position in Broadcom in Q2 2018 and has held it in 29 quarters since.
  • Shell Asset Management's Broadcom position peaked at $61.3M in Q2 2025.
  • 4,289 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.