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Stony Point Capital’s Broadcom AVGO Stock Holding History

Stony Point 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 		$65.3M Sell
211,033
-1,087
-0.5% -$358K 5.25% 7
2025
Q4 		$73.4M Buy
212,120
+5,432
+3% +$1.94M 5.39% 7
2025
Q3 		$68.2M Buy
206,688
+9,009
+5% +$2.76M 4.78% 9
2025
Q2 		$54.5M Buy
197,679
+36,913
+23% +$8.02M 4.13% 15
2025
Q1 		$26.9M Buy
160,766
+103,568
+181% +$21.9M 2.77% 15
2024
Q4 		$13.3M Hold
57,198
– – 2.73% 11
2024
Q3 		$9.87M Buy
57,198
+1,368
+2% +$219K 2.36% 19
2024
Q2 		$8.96M Buy
+55,830
New +$7.82M 2.3% 17

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

Stony Point Capital's AVGO Position: Q1 2026 in Review

Stony Point Capital reduced its Broadcom (AVGO) stake by 0.51% in Q1 2026, selling an estimated $358K and leaving 211,033 shares worth $65.3M. The position accounts for 5.25% of the portfolio, ranked #7.

Stony Point Capital first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $73.4M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Stony Point Capital held 211,033 shares of Broadcom worth $65.3M as of Q1 2026.
  • Stony Point Capital sold 1,087 Broadcom shares in Q1 2026, an estimated $358K.
  • Broadcom made up 5.25% of Stony Point Capital's portfolio in Q1 2026, its #7 holding.
  • Stony Point Capital first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
  • Stony Point Capital's Broadcom position peaked at $73.4M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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