Sierra Capital’s Broadcom AVGO Stock Holding History

Sierra Capital’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	$2.18M	Buy	7,042 +552	+9%	+$182K	0.24%	85
2025 Q4	$2.25M	Sell	6,490 -35	-0.5%	-$12.5K	0.24%	79
2025 Q3	$2.15M	Sell	6,525 -1	-0%	-$307	0.24%	93
2025 Q2	$1.8M	Buy	+6,526	New	+$1.42M	0.21%	96
2023 Q1	–	Sell	-1,950	Closed	-$109K	–	217
2022 Q4	$109K	Hold	1,950	–	–	0.02%	214
2022 Q3	$87K	Sell	1,950 -70	-3%	-$3.58K	0.02%	229
2022 Q2	$98K	Sell	2,020 -30	-1%	-$1.68K	0.02%	272
2022 Q1	$129K	Buy	2,050 +50	+3%	+$2.97K	0.02%	254
2021 Q4	$133K	Buy	2,000 +1,930	+2,757%	+$108K	0.02%	267
2021 Q3	$3K	Sell	70 -10	-13%	-$486	﹤0.01%	426
2021 Q2	$4K	Hold	80	–	–	﹤0.01%	406
2021 Q1	$4K	Buy	+80	New	+$3.7K	﹤0.01%	379

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

Sierra Capital's AVGO Position: Q1 2026 in Review

Sierra Capital increased its Broadcom (AVGO) stake by 8.5% in Q1 2026, buying an estimated $182K and bringing the position to 7,042 shares worth $2.18M. The position accounts for 0.24% of the portfolio, ranked #85.

Sierra Capital first reported a position in AVGO in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.25M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Sierra Capital held 7,042 shares of Broadcom worth $2.18M as of Q1 2026.
Sierra Capital bought 552 Broadcom shares in Q1 2026, an estimated $182K.
Broadcom made up 0.24% of Sierra Capital's portfolio in Q1 2026, its #85 holding.
Sierra Capital first reported a position in Broadcom in Q1 2021 and has held it in 12 quarters since.
Sierra Capital's Broadcom position peaked at $2.25M in Q4 2025.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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