JM2 Capital
AVGO icon

JM2 Capital’s Broadcom AVGO Stock Holding History

JM2 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
Q3 		$3.29M Buy
9,355
+27
+0.3% +$10.2K 2.18% 12
2026
Q2 		$3.52M Buy
9,328
+54
+0.6% +$21.7K 2.42% 11
2026
Q1 		$2.87M Sell
9,274
-21
-0.2% -$6.91K 2.38% 10
2025
Q4 		$3.22M Buy
+9,295
New +$3.32M 2.59% 9

Other funds holding AVGO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JM2 Capital's AVGO Position: Q3 2026 in Review

JM2 Capital increased its Broadcom (AVGO) stake by 0.29% in Q3 2026, buying an estimated $10.2K and bringing the position to 9,355 shares worth $3.29M. The position accounts for 2.18% of the portfolio, ranked #12.

JM2 Capital first reported a position in AVGO in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.52M in Q2 2026. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • JM2 Capital held 9,355 shares of Broadcom worth $3.29M as of Q3 2026.
  • JM2 Capital bought 27 Broadcom shares in Q3 2026, an estimated $10.2K.
  • Broadcom made up 2.18% of JM2 Capital's portfolio in Q3 2026, its #12 holding.
  • JM2 Capital first reported a position in Broadcom in Q4 2025 and has held it in 4 quarters since.
  • JM2 Capital's Broadcom position peaked at $3.52M in Q2 2026.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.