Yarbrough Capital’s Broadcom AVGO Stock Holding History

Yarbrough 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	$88.8M	Hold	286,905	–	–	3.11%	8
2025 Q4	$99.3M	Sell	286,905 -8,598	-3%	-$3.07M	3.09%	8
2025 Q3	$97.5M	Hold	295,503	–	–	3.03%	8
2025 Q2	$81.5M	Hold	295,503	–	–	2.91%	8
2025 Q1	$49.5M	Buy	295,503 +10,341	+4%	+$2.19M	2.13%	9
2024 Q4	$66.1M	Sell	285,162 -28	-0%	-$5.18K	2.54%	9
2024 Q3	$49.2M	Hold	285,190	–	–	2%	11
2024 Q2	$45.8M	Hold	285,190	–	–	1.9%	11
2024 Q1	$37.8M	Hold	285,190	–	–	1.64%	12
2023 Q4	$31.8M	Hold	285,190	–	–	1.67%	12
2023 Q3	$23.7M	Hold	285,190	–	–	1.39%	14
2023 Q2	$24.7M	Hold	285,190	–	–	1.4%	12
2023 Q1	$18.3M	Hold	285,190	–	–	1.49%	16
2022 Q4	$15.9M	Hold	285,190	–	–	1.27%	16
2022 Q3	$12.7M	Hold	285,190	–	–	1.01%	16
2022 Q2	$13.9M	Hold	285,190	–	–	1.05%	17
2022 Q1	$18M	Hold	285,190	–	–	1.02%	15
2021 Q4	$19M	Buy	+285,190	New	+$16M	1.02%	16

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

Yarbrough Capital's AVGO Position: Q1 2026 in Review

Yarbrough Capital held its Broadcom (AVGO) position steady in Q1 2026 at 286,905 shares worth $88.8M. The position accounts for 3.11% of the portfolio, ranked #8.

Yarbrough Capital first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $99.3M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Yarbrough Capital held 286,905 shares of Broadcom worth $88.8M as of Q1 2026.
Yarbrough Capital left its Broadcom share count unchanged in Q1 2026.
Broadcom made up 3.11% of Yarbrough Capital's portfolio in Q1 2026, its #8 holding.
Yarbrough Capital first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
Yarbrough Capital's Broadcom position peaked at $99.3M in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Yarbrough Capital's 13F filing for Q1 2026, filed 14 Apr 2026.