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Shelton Capital Management’s Broadcom AVGO Stock Holding History

Shelton Capital 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 		$96.9M Sell
312,990
-10,400
-3% -$3.42M 2.12% 9
2025
Q4 		$112M Sell
323,390
-168,517
-34% -$60.3M 2.21% 8
2025
Q3 		$162M Sell
491,907
-19,929
-4% -$6.11M 3.47% 5
2025
Q2 		$141M Sell
511,836
-7,523
-1% -$1.63M 3.25% 5
2025
Q1 		$87M Sell
519,359
-432
-0.1% -$91.4K 2.07% 6
2024
Q4 		$121M Sell
519,791
-173,176
-25% -$32M 3% 5
2024
Q3 		$120M Buy
692,967
+39,297
+6% +$6.3M 3.07% 6
2024
Q2 		$105M Sell
653,670
-40,910
-6% -$5.73M 2.85% 6
2024
Q1 		$92.1M Buy
694,580
+21,160
+3% +$2.62M 2.61% 6
2023
Q4 		$75.2M Buy
673,420
+82,640
+14% +$7.83M 2.38% 6
2023
Q3 		$49.1M Buy
590,780
+85,560
+17% +$7.42M 1.8% 8
2023
Q2 		$43.8M Buy
505,220
+26,630
+6% +$1.9M 1.57% 9
2023
Q1 		$30.7M Buy
478,590
+458,590
+2,293% +$27.6M 1.28% 9
2022
Q4 		$1.12M Sell
20,000
-395,910
-95% -$19.9M 0.12% 199
2022
Q3 		$18.5M Buy
415,910
+1,000
+0.2% +$51.1K 0.88% 17
2022
Q2 		$20.2M Buy
414,910
+32,690
+9% +$1.83M 0.91% 16
2022
Q1 		$24.1M Buy
382,220
+2,710
+0.7% +$161K 0.89% 15
2021
Q4 		$25.3M Buy
379,510
+15,730
+4% +$884K 0.89% 17
2021
Q3 		$17.6M Buy
363,780
+4,630
+1% +$225K 0.69% 23
2021
Q2 		$17.1M Buy
359,150
+4,640
+1% +$215K 0.65% 28
2021
Q1 		$16.4M Buy
354,510
+36,490
+11% +$1.69M 0.57% 28
2020
Q4 		$13.9M Sell
318,020
-730
-0.2% -$28.5K 0.63% 31
2020
Q3 		$11.6M Hold
318,750
– – 0.48% 39
2020
Q2 		$10.1M Sell
318,750
-830
-0.3% -$23.2K 0.55% 34
2020
Q1 		$7.58M Sell
319,580
-4,960
-2% -$140K 0.55% 35
2019
Q4 		$10.3M Sell
324,540
-10,110
-3% -$307K 0.57% 36
2019
Q3 		$9.24M Sell
334,650
-53,340
-14% -$1.52M 0.55% 41
2019
Q2 		$11.2M Buy
387,990
+269,160
+227% +$7.84M 0.64% 28
2019
Q1 		$39.5K Sell
118,830
-290,250
-71% -$7.87M 0.16% 140
2018
Q4 		$10.4M Sell
409,080
-68,850
-14% -$1.62M 0.71% 27
2018
Q3 		$11.8M Buy
477,930
+90,000
+23% +$2.02M 0.67% 31
2018
Q2 		$9.41M Buy
387,930
+17,520
+5% +$430K 0.59% 32
2018
Q1 		$8.73M Buy
370,410
+27,700
+8% +$697K 0.57% 36
2017
Q4 		$8.8M Hold
342,710
– – 0.57% 34
2017
Q3 		$8.31M Hold
342,710
– – 0.56% 34
2017
Q2 		$7.99M Buy
342,710
+38,780
+13% +$900K 0.56% 33
2017
Q1 		$6.66M Buy
303,930
+41,940
+16% +$864K 0.46% 36
2016
Q4 		$4.63M Sell
261,990
-11,000
-4% -$191K 0.35% 52
2016
Q3 		$4.71M Sell
272,990
-20
-0% -$334 0.39% 44
2016
Q2 		$4.24M Buy
273,010
+71,250
+35% +$1.09M 0.37% 49
2016
Q1 		$3.12M Buy
201,760
+23,670
+13% +$320K 0.28% 76
2015
Q4 		$2.58M Sell
178,090
-5,000
-3% -$65K 0.25% 87
2015
Q3 		$2.29M Buy
183,090
+26,110
+17% +$330K 0.25% 82
2015
Q2 		$2.09M Buy
156,980
+4,000
+3% +$52.4K 0.22% 98
2015
Q1 		$1.94M Buy
152,980
+26,320
+21% +$302K 0.21% 103
2014
Q4 		$1.27M Buy
126,660
+23,200
+22% +$207K 0.15% 133
2014
Q3 		$900K Buy
103,460
+12,810
+14% +$100K 0.12% 170
2014
Q2 		$653K Buy
90,650
+39,060
+76% +$262K 0.09% 247
2014
Q1 		$332K Buy
51,590
+4,500
+10% +$26.4K 0.05% 478
2013
Q4 		$249K Buy
+47,090
New +$217K 0.04% 606

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

Shelton Capital Management's AVGO Position: Q1 2026 in Review

Shelton Capital Management reduced its Broadcom (AVGO) stake by 3.2% in Q1 2026, selling an estimated $3.42M and leaving 312,990 shares worth $96.9M. The position accounts for 2.12% of the portfolio, ranked #9.

Shelton Capital Management first reported a position in AVGO in Q4 2013 and has held it in 50 quarters since. The position peaked at $162M in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Shelton Capital Management held 312,990 shares of Broadcom worth $96.9M as of Q1 2026.
  • Shelton Capital Management sold 10,400 Broadcom shares in Q1 2026, an estimated $3.42M.
  • Broadcom made up 2.12% of Shelton Capital Management's portfolio in Q1 2026, its #9 holding.
  • Shelton Capital Management first reported a position in Broadcom in Q4 2013 and has held it in 50 quarters since.
  • Shelton Capital Management's Broadcom position peaked at $162M in Q3 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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