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Sitrin Capital Management’s Broadcom AVGO Stock Holding History

Sitrin 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
Q2 		$6.89M Sell
18,232
-251
-1% -$101K 3.05% 12
2026
Q1 		$5.72M Sell
18,483
-112
-0.6% -$36.9K 2.87% 19
2025
Q4 		$6.44M Sell
18,595
-138
-0.7% -$49.4K 3.05% 14
2025
Q3 		$6.18M Sell
18,733
-5,952
-24% -$1.83M 2.97% 18
2025
Q2 		$6.8M Buy
24,685
+2,805
+13% +$609K 3.47% 13
2025
Q1 		$3.66M Buy
+21,880
New +$4.63M 1.98% 29
2020
Q1 		– Sell
-166,450
Closed -$5.26M – 36
2019
Q4 		$5.26M Buy
166,450
+2,290
+1% +$69.5K 2.69% 24
2019
Q3 		$4.53M Sell
164,160
-1,030
-0.6% -$29.3K 2.47% 28
2019
Q2 		$4.75M Sell
165,190
-1,590
-1% -$46.3K 2.53% 27
2019
Q1 		$5.01M Buy
+166,780
New +$4.52M 2.69% 25

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

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

Sitrin Capital Management reduced its Broadcom (AVGO) stake by 1.4% in Q2 2026, selling an estimated $101K and leaving 18,232 shares worth $6.89M. The position accounts for 3.05% of the portfolio, ranked #12.

Sitrin Capital Management first reported a position in AVGO in Q1 2019 and has held it in 10 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sitrin Capital Management held 18,232 shares of Broadcom worth $6.89M as of Q2 2026.
  • Sitrin Capital Management sold 251 Broadcom shares in Q2 2026, an estimated $101K.
  • Broadcom made up 3.05% of Sitrin Capital Management's portfolio in Q2 2026, its #12 holding.
  • Sitrin Capital Management first reported a position in Broadcom in Q1 2019 and has held it in 10 quarters since.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sitrin Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.