J.P. Marvel Investment Advisors’s Broadcom AVGO Stock Holding History

J.P. Marvel Investment Advisors’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	$2.51M	Buy	6,634 +113	+2%	+$45.3K	0.29%	44
2026 Q1	$2.02M	Hold	6,521	–	–	0.29%	45
2025 Q4	$2.26M	Hold	6,521	–	–	0.31%	44
2025 Q3	$2.15M	Hold	6,521	–	–	0.31%	45
2025 Q2	$1.8M	Hold	6,521	–	–	0.29%	47
2025 Q1	$1.09M	Buy	6,521 +21	+0.3%	+$4.45K	0.19%	51
2024 Q4	$1.51M	Hold	6,500	–	–	0.25%	50
2024 Q3	$1.12M	Sell	6,500 -80	-1%	-$12.8K	0.18%	57
2024 Q2	$1.06M	Hold	6,580	–	–	0.17%	57
2024 Q1	$872K	Buy	6,580 +710	+12%	+$88K	0.15%	60
2023 Q4	$655K	Buy	+5,870	New	+$556K	0.13%	63

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

J.P. Marvel Investment Advisors's AVGO Position: Q2 2026 in Review

J.P. Marvel Investment Advisors increased its Broadcom (AVGO) stake by 1.7% in Q2 2026, buying an estimated $45.3K and bringing the position to 6,634 shares worth $2.51M. The position accounts for 0.29% of the portfolio, ranked #44.

J.P. Marvel Investment Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

J.P. Marvel Investment Advisors held 6,634 shares of Broadcom worth $2.51M as of Q2 2026.
J.P. Marvel Investment Advisors bought 113 Broadcom shares in Q2 2026, an estimated $45.3K.
Broadcom made up 0.29% of J.P. Marvel Investment Advisors's portfolio in Q2 2026, its #44 holding.
J.P. Marvel Investment Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on J.P. Marvel Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.