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 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 $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

J.P. Marvel Investment Advisors's AVGO Position: Q1 2026 in Review

J.P. Marvel Investment Advisors held its Broadcom (AVGO) position steady in Q1 2026 at 6,521 shares worth $2.02M. The position accounts for 0.29% of the portfolio, ranked #45.

J.P. Marvel Investment Advisors first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.26M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

J.P. Marvel Investment Advisors held 6,521 shares of Broadcom worth $2.02M as of Q1 2026.
J.P. Marvel Investment Advisors left its Broadcom share count unchanged in Q1 2026.
Broadcom made up 0.29% of J.P. Marvel Investment Advisors's portfolio in Q1 2026, its #45 holding.
J.P. Marvel Investment Advisors first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
J.P. Marvel Investment Advisors's Broadcom position peaked at $2.26M in Q4 2025.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on J.P. Marvel Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.