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Stratos Investment Management’s Broadcom AVGO Stock Holding History

Stratos Investment 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 		$29.2M Sell
94,255
-2,637
-3% -$868K 1.17% 24
2025
Q4 		$33.5M Sell
96,892
-12,979
-12% -$4.64M 1.34% 21
2025
Q3 		$36.2M Sell
109,871
-1,478
-1% -$453K 1.5% 18
2025
Q2 		$30.7M Buy
111,349
+1,418
+1% +$308K 1.41% 18
2025
Q1 		$18.4M Buy
109,931
+24,623
+29% +$5.21M 0.98% 31
2024
Q4 		$19.8M Buy
85,308
+26,087
+44% +$4.82M 1.19% 25
2024
Q3 		$10.2M Sell
59,221
-3,879
-6% -$622K 0.71% 36
2024
Q2 		$10.1M Buy
63,100
+2,890
+5% +$405K 0.84% 31
2024
Q1 		$7.98M Buy
60,210
+7,410
+14% +$918K 0.78% 37
2023
Q4 		$5.89M Buy
52,800
+24,270
+85% +$2.3M 0.7% 42
2023
Q3 		$2.37M Buy
28,530
+1,210
+4% +$105K 0.35% 68
2023
Q2 		$2.37M Buy
27,320
+17,130
+168% +$1.22M 0.36% 65
2023
Q1 		$654K Buy
10,190
+550
+6% +$33.1K 0.11% 103
2022
Q4 		$539K Sell
9,640
-80
-0.8% -$4.01K 0.1% 109
2022
Q3 		$432K Buy
9,720
+1,140
+13% +$58.2K 0.09% 113
2022
Q2 		$417K Sell
8,580
-400
-4% -$22.5K 0.08% 115
2022
Q1 		$565K Buy
8,980
+80
+0.9% +$4.75K 0.09% 113
2021
Q4 		$592K Sell
8,900
-1,620
-15% -$91.1K 0.09% 116
2021
Q3 		$510K Buy
+10,520
New +$512K 0.09% 140

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

Stratos Investment Management's AVGO Position: Q1 2026 in Review

Stratos Investment Management reduced its Broadcom (AVGO) stake by 2.7% in Q1 2026, selling an estimated $868K and leaving 94,255 shares worth $29.2M. The position accounts for 1.17% of the portfolio, ranked #24.

Stratos Investment Management first reported a position in AVGO in Q3 2021 and has held it in 19 quarters since. The position peaked at $36.2M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Stratos Investment Management held 94,255 shares of Broadcom worth $29.2M as of Q1 2026.
  • Stratos Investment Management sold 2,637 Broadcom shares in Q1 2026, an estimated $868K.
  • Broadcom made up 1.17% of Stratos Investment Management's portfolio in Q1 2026, its #24 holding.
  • Stratos Investment Management first reported a position in Broadcom in Q3 2021 and has held it in 19 quarters since.
  • Stratos Investment Management's Broadcom position peaked at $36.2M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.