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Triasima Portfolio Management’s Broadcom AVGO Stock Holding History

Triasima Portfolio 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 		$8.54M Buy
22,617
+241
+1% +$96.6K 1.15% 29
2026
Q1 		$6.93M Sell
22,376
-17,428
-44% -$5.73M 1.05% 29
2025
Q4 		$13.8M Sell
39,804
-1,545
-4% -$553K 2.06% 10
2025
Q3 		$13.6M Buy
41,349
+7,227
+21% +$2.22M 2.06% 9
2025
Q2 		$9.41M Buy
34,122
+3,153
+10% +$685K 1.72% 13
2025
Q1 		$5.19M Sell
30,969
-3,139
-9% -$664K 1.02% 31
2024
Q4 		$7.91M Buy
34,108
+8,023
+31% +$1.48M 1.53% 20
2024
Q3 		$4.5M Buy
26,085
+11,565
+80% +$1.85M 1.01% 34
2024
Q2 		$2.33M Hold
14,520
– – 0.21% 72
2024
Q1 		$1.92M Buy
14,520
+290
+2% +$35.9K 0.16% 91
2023
Q4 		$1.59M Buy
+14,230
New +$1.35M 0.13% 89
2022
Q4 		– Sell
-4,600
Closed -$204K – 130
2022
Q3 		$204K Sell
4,600
-37,550
-89% -$1.92M 0.02% 122
2022
Q2 		$2.05M Sell
42,150
-100
-0.2% -$5.61K 0.14% 72
2022
Q1 		$2.66M Sell
42,250
-2,100
-5% -$125K 0.13% 81
2021
Q4 		$2.95M Sell
44,350
-1,250
-3% -$70.3K 0.14% 77
2021
Q3 		$2.21M Sell
45,600
-200
-0.4% -$9.73K 0.12% 92
2021
Q2 		$2.18M Buy
45,800
+9,050
+25% +$419K 0.11% 91
2021
Q1 		$1.7M Sell
36,750
-1,450
-4% -$67.1K 0.09% 103
2020
Q4 		$1.67M Buy
+38,200
New +$1.49M 0.1% 84

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

Triasima Portfolio Management's AVGO Position: Q2 2026 in Review

Triasima Portfolio Management increased its Broadcom (AVGO) stake by 1.1% in Q2 2026, buying an estimated $96.6K and bringing the position to 22,617 shares worth $8.54M. The position accounts for 1.15% of the portfolio, ranked #29.

Triasima Portfolio Management first reported a position in AVGO in Q4 2020 and has held it in 19 quarters since. The position peaked at $13.8M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Triasima Portfolio Management held 22,617 shares of Broadcom worth $8.54M as of Q2 2026.
  • Triasima Portfolio Management bought 241 Broadcom shares in Q2 2026, an estimated $96.6K.
  • Broadcom made up 1.15% of Triasima Portfolio Management's portfolio in Q2 2026, its #29 holding.
  • Triasima Portfolio Management first reported a position in Broadcom in Q4 2020 and has held it in 19 quarters since.
  • Triasima Portfolio Management's Broadcom position peaked at $13.8M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Triasima Portfolio Management's 13F filing for Q2 2026, filed 21 Jul 2026.