MHS
AVGO icon

M Holdings Securities’s Broadcom AVGO Stock Holding History

M Holdings Securities’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 		$7.71M Sell
20,639
-163
-0.8% -$65.4K 1.05% 17
2026
Q1 		$8.67M Buy
20,802
+707
+4% +$233K 0.59% 31
2025
Q4 		$6.96M Buy
+20,095
New +$7.19M 0.5% 40
2025
Q3 		– Sell
-21,130
Closed -$5.81M – 95
2025
Q2 		$5.81M Buy
21,130
+4,992
+31% +$1.08M 1% 27
2025
Q1 		$2.7M Buy
16,138
+1,934
+14% +$409K 0.45% 46
2024
Q4 		$3.29M Buy
14,204
+249
+2% +$46.1K 0.53% 41
2024
Q3 		$2.41M Sell
13,955
-10,525
-43% -$1.69M 0.61% 34
2024
Q2 		$3.93M Buy
+24,480
New +$3.43M 0.51% 38
2023
Q3 		– Sell
-2,800
Closed -$243K – 208
2023
Q2 		$243K Sell
2,800
-12,110
-81% -$864K 0.05% 163
2023
Q1 		$957K Buy
14,910
+2,170
+17% +$131K 0.1% 160
2022
Q4 		$712K Buy
12,740
+580
+5% +$29.1K 0.08% 194
2022
Q3 		$540K Sell
12,160
-1,380
-10% -$70.5K 0.06% 231
2022
Q2 		$658K Sell
13,540
-1,840
-12% -$103K 0.07% 205
2022
Q1 		$969K Buy
+15,380
New +$914K 0.07% 187
2021
Q2 		– Sell
-14,610
Closed -$677K – 254
2021
Q1 		$677K Buy
+14,610
New +$676K 0.06% 248
2019
Q2 		– Sell
-8,290
Closed -$249K – 172
2019
Q1 		$249K Sell
8,290
-430
-5% -$11.7K 0.06% 309
2018
Q4 		$222K Buy
+8,720
New +$206K 0.07% 289

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

M Holdings Securities's AVGO Position: Q2 2026 in Review

M Holdings Securities reduced its Broadcom (AVGO) stake by 0.78% in Q2 2026, selling an estimated $65.4K and leaving 20,639 shares worth $7.71M. The position accounts for 1.05% of the portfolio, ranked #17.

M Holdings Securities first reported a position in AVGO in Q4 2018 and has held it in 17 quarters since. The position peaked at $8.67M in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • M Holdings Securities held 20,639 shares of Broadcom worth $7.71M as of Q2 2026.
  • M Holdings Securities sold 163 Broadcom shares in Q2 2026, an estimated $65.4K.
  • Broadcom made up 1.05% of M Holdings Securities's portfolio in Q2 2026, its #17 holding.
  • M Holdings Securities first reported a position in Broadcom in Q4 2018 and has held it in 17 quarters since.
  • M Holdings Securities's Broadcom position peaked at $8.67M in Q1 2026.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.