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 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 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

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

Sitrin Capital Management reduced its Broadcom (AVGO) stake by 0.6% in Q1 2026, selling an estimated $36.9K and leaving 18,483 shares worth $5.72M. The position accounts for 2.87% of the portfolio, ranked #19.

Sitrin Capital Management first reported a position in AVGO in Q1 2019 and has held it in 9 quarters since. The position peaked at $6.8M in Q2 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Sitrin Capital Management held 18,483 shares of Broadcom worth $5.72M as of Q1 2026.
Sitrin Capital Management sold 112 Broadcom shares in Q1 2026, an estimated $36.9K.
Broadcom made up 2.87% of Sitrin Capital Management's portfolio in Q1 2026, its #19 holding.
Sitrin Capital Management first reported a position in Broadcom in Q1 2019 and has held it in 9 quarters since.
Sitrin Capital Management's Broadcom position peaked at $6.8M in Q2 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Sitrin Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.