Whalerock Point Partners’s Broadcom AVGO Stock Holding History

Whalerock Point Partners’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	$3.24M	Buy	10,470 +1,025	+11%	+$337K	0.63%	36
2025 Q4	$3.27M	Buy	9,445 +300	+3%	+$107K	0.62%	36
2025 Q3	$3.02M	Sell	9,145 -5	-0.1%	-$1.53K	0.61%	38
2025 Q2	$2.52M	Buy	9,150 +473	+5%	+$103K	0.55%	41
2025 Q1	$1.45M	Buy	8,677 +1,450	+20%	+$307K	0.34%	52
2024 Q4	$1.68M	Buy	7,227 +927	+15%	+$171K	0.39%	48
2024 Q3	$1.09M	Buy	6,300 +2,340	+59%	+$375K	0.26%	62
2024 Q2	$636K	Buy	3,960 +1,260	+47%	+$177K	0.17%	83
2024 Q1	$358K	Sell	2,700 -210	-7%	-$26K	0.1%	126
2023 Q4	$325K	Buy	+2,910	New	+$276K	0.1%	122
2018 Q2	–	Sell	-11,500	Closed	-$271K	–	125
2018 Q1	$271K	Sell	11,500 -33,000	-74%	-$831K	0.09%	156
2017 Q4	$1.14M	Buy	+44,500	New	+$1.16M	0.36%	52
2015 Q4	–	Sell	-16,000	Closed	-$200K	–	144
2015 Q3	$200K	Buy	+16,000	New	+$202K	0.09%	145

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

Whalerock Point Partners's AVGO Position: Q1 2026 in Review

Whalerock Point Partners increased its Broadcom (AVGO) stake by 11% in Q1 2026, buying an estimated $337K and bringing the position to 10,470 shares worth $3.24M. The position accounts for 0.63% of the portfolio, ranked #36.

Whalerock Point Partners first reported a position in AVGO in Q3 2015 and has held it in 13 quarters since. The position peaked at $3.27M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Whalerock Point Partners held 10,470 shares of Broadcom worth $3.24M as of Q1 2026.
Whalerock Point Partners bought 1,025 Broadcom shares in Q1 2026, an estimated $337K.
Broadcom made up 0.63% of Whalerock Point Partners's portfolio in Q1 2026, its #36 holding.
Whalerock Point Partners first reported a position in Broadcom in Q3 2015 and has held it in 13 quarters since.
Whalerock Point Partners's Broadcom position peaked at $3.27M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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