M & L Capital Management’s Broadcom AVGO Stock Holding History

M & L Capital Management’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	$66.4M	Buy	175,800 +2,500	+1%	+$1M	17.96%	1
2026 Q1	$53.7M	Buy	173,300 +41,800	+32%	+$13.8M	13.2%	2
2025 Q4	$45.5M	Hold	131,500	–	–	9.49%	3
2025 Q3	$43.4M	Hold	131,500	–	–	8.65%	3
2025 Q2	$36.2M	Hold	131,500	–	–	8.16%	3
2025 Q1	$22M	Hold	131,500	–	–	6.59%	3
2024 Q4	$30.5M	Buy	+131,500	New	+$24.3M	7.43%	4

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

M & L Capital Management's AVGO Position: Q2 2026 in Review

M & L Capital Management increased its Broadcom (AVGO) stake by 1.4% in Q2 2026, buying an estimated $1M and bringing the position to 175,800 shares worth $66.4M. The position accounts for 17.96% of the portfolio, ranked #1.

M & L Capital Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

M & L Capital Management held 175,800 shares of Broadcom worth $66.4M as of Q2 2026.
M & L Capital Management bought 2,500 Broadcom shares in Q2 2026, an estimated $1M.
Broadcom made up 17.96% of M & L Capital Management's portfolio in Q2 2026, its #1 holding.
M & L Capital Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on M & L Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.