M. Kraus & Co’s Broadcom AVGO Stock Holding History

M. Kraus & Co’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	$7.29M	Sell	23,539 -38	-0.2%	-$12.5K	2.12%	22
2025 Q4	$8.16M	Sell	23,577 -95	-0.4%	-$34K	2.28%	18
2025 Q3	$7.81M	Buy	23,672 +117	+0.5%	+$35.9K	2.18%	19
2025 Q2	$6.49M	Sell	23,555 -287	-1%	-$62.3K	1.91%	25
2025 Q1	$3.99M	Hold	23,842	–	–	1.21%	27
2024 Q4	$5.53M	Buy	23,842 +21,630	+978%	+$4M	1.66%	27
2024 Q3	$382K	Sell	2,212 -558	-20%	-$89.5K	0.11%	56
2024 Q2	$445K	Hold	2,770	–	–	0.14%	53
2024 Q1	$367K	Sell	2,770 -50	-2%	-$6.2K	0.11%	56
2023 Q4	$315K	Hold	2,820	–	–	0.1%	61
2023 Q3	$234K	Hold	2,820	–	–	0.08%	71
2023 Q2	$245K	Buy	+2,820	New	+$201K	0.08%	72

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

M. Kraus & Co's AVGO Position: Q1 2026 in Review

M. Kraus & Co reduced its Broadcom (AVGO) stake by 0.16% in Q1 2026, selling an estimated $12.5K and leaving 23,539 shares worth $7.29M. The position accounts for 2.12% of the portfolio, ranked #22.

M. Kraus & Co first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.16M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

M. Kraus & Co held 23,539 shares of Broadcom worth $7.29M as of Q1 2026.
M. Kraus & Co sold 38 Broadcom shares in Q1 2026, an estimated $12.5K.
Broadcom made up 2.12% of M. Kraus & Co's portfolio in Q1 2026, its #22 holding.
M. Kraus & Co first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
M. Kraus & Co's Broadcom position peaked at $8.16M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on M. Kraus & Co's 13F filing for Q1 2026, filed 14 Apr 2026.