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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
2025
Q2 		– Sell
-6,200
Closed -$225K – 718
2025
Q1 		$225K Sell
6,200
-21,100
-77% -$4.47M 0.01% 609
2024
Q4 		$5.36K Buy
27,300
+2,300
+9% +$425K ﹤0.01% 727
2024
Q3 		$96.3K Hold
25,000
– – ﹤0.01% 743
2024
Q2 		$1.99M Buy
+25,000
New +$3.5M 0.05% 240

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Shelton Capital Management's AVGO Position: Q2 2026 in Review

Shelton Capital Management reduced its Broadcom (AVGO) stake by 8.3% in Q2 2026, selling an estimated $10.4M and leaving 287,021 shares worth $108M. The position accounts for 2.01% of the portfolio, ranked #11.

Shelton Capital Management first reported a position in AVGO in Q4 2013 and has held it in 51 quarters since. The position peaked at $162M in Q3 2025. 4,844 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Shelton Capital Management held 287,021 shares of Broadcom worth $108M as of Q2 2026.
  • Shelton Capital Management sold 25,969 Broadcom shares in Q2 2026, an estimated $10.4M.
  • Broadcom made up 2.01% of Shelton Capital Management's portfolio in Q2 2026, its #11 holding.
  • Shelton Capital Management first reported a position in Broadcom in Q4 2013 and has held it in 51 quarters since.
  • Shelton Capital Management's Broadcom position peaked at $162M in Q3 2025.
  • 4,844 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.