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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 $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.