Viking Fund Management’s Broadcom AVGO Stock Holding History

Viking Fund 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	$41.4M	Buy	109,500 +500	+0.5%	+$200K	3.7%	1
2026 Q1	$33.7M	Buy	109,000 +20,000	+22%	+$6.58M	3.46%	1
2025 Q4	$30.8M	Sell	89,000 -6,000	-6%	-$2.15M	3.57%	1
2025 Q3	$31.3M	Sell	95,000 -13,000	-12%	-$3.99M	3.79%	1
2025 Q2	$29.8M	Sell	108,000 -15,000	-12%	-$3.26M	4.09%	1
2025 Q1	$20.6M	Hold	123,000	–	–	2.97%	2
2024 Q4	$28.5M	Sell	123,000 -39,100	-24%	-$7.23M	4.44%	1
2024 Q3	$28M	Sell	162,100 -3,000	-2%	-$481K	4.54%	1
2024 Q2	$26.5M	Sell	165,100 -18,000	-10%	-$2.52M	4.75%	1
2024 Q1	$24.3M	Sell	183,100 -34,000	-16%	-$4.21M	4.39%	1
2023 Q4	$24.2M	Sell	217,100 -48,000	-18%	-$4.55M	4.72%	1
2023 Q3	$22M	Sell	265,100 -35,000	-12%	-$3.03M	4.44%	1
2023 Q2	$26M	Sell	300,100 -54,900	-15%	-$3.92M	4.93%	1
2023 Q1	$22.8M	Hold	355,000	–	–	4.39%	1
2022 Q4	$19.8M	Buy	355,000 +15,000	+4%	+$752K	3.94%	2
2022 Q3	$15.1M	Buy	340,000 +65,000	+24%	+$3.32M	3.56%	2
2022 Q2	$13.4M	Buy	275,000 +25,000	+10%	+$1.4M	3.09%	2
2022 Q1	$15.7M	Buy	250,000 +10,000	+4%	+$594K	3.58%	3
2021 Q4	$16M	Buy	240,000 +10,000	+4%	+$562K	4.21%	1
2021 Q3	$11.2M	Hold	230,000	–	–	3.23%	4
2021 Q2	$11M	Buy	230,000 +10,000	+5%	+$463K	3.13%	1
2021 Q1	$10.2M	Buy	220,000 +10,000	+5%	+$462K	3.04%	2
2020 Q4	$9.2M	Buy	210,000 +10,000	+5%	+$390K	2.96%	2
2020 Q3	$7.29M	Buy	200,000 +34,000	+20%	+$1.14M	2.71%	5
2020 Q2	$5.24M	Sell	166,000 -14,000	-8%	-$392K	1.94%	11
2020 Q1	$4.27M	Buy	180,000 +20,000	+13%	+$563K	1.88%	12
2019 Q4	$5.06M	Hold	160,000	–	–	1.42%	31
2019 Q3	$4.42M	Hold	160,000	–	–	1.26%	34
2019 Q2	$4.61M	Buy	160,000 +48,000	+43%	+$1.4M	1.22%	33
2019 Q1	$3.37M	Buy	112,000 +22,000	+24%	+$596K	0.84%	45
2018 Q4	$2.29M	Buy	90,000 +30,000	+50%	+$708K	0.64%	52
2018 Q3	$1.48M	Buy	60,000 +25,000	+71%	+$561K	0.3%	81
2018 Q2	$849K	Buy	+35,000	New	+$858K	0.16%	98

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Viking Fund Management's AVGO Position: Q2 2026 in Review

Viking Fund Management increased its Broadcom (AVGO) stake by 0.46% in Q2 2026, buying an estimated $200K and bringing the position to 109,500 shares worth $41.4M. The position accounts for 3.7% of the portfolio, ranked #1.

Viking Fund Management first reported a position in AVGO in Q2 2018 and has held it in 33 quarters since. 989 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Viking Fund Management held 109,500 shares of Broadcom worth $41.4M as of Q2 2026.
Viking Fund Management bought 500 Broadcom shares in Q2 2026, an estimated $200K.
Broadcom made up 3.7% of Viking Fund Management's portfolio in Q2 2026, its #1 holding.
Viking Fund Management first reported a position in Broadcom in Q2 2018 and has held it in 33 quarters since.
989 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Viking Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.