M3 Advisory Group’s Broadcom AVGO Stock Holding History

M3 Advisory Group’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	$1.89M	Buy	6,094 +153	+3%	+$50.3K	1.16%	20
2025 Q4	$2.06M	Buy	5,941 +65	+1%	+$23.2K	1.25%	19
2025 Q3	$1.94M	Buy	5,876 +243	+4%	+$74.5K	1.21%	19
2025 Q2	$1.55M	Buy	5,633 +497	+10%	+$108K	1.07%	23
2025 Q1	$860K	Sell	5,136 -1,764	-26%	-$373K	0.68%	29
2024 Q4	$1.6M	Buy	6,900 +57	+0.8%	+$10.5K	1.15%	21
2024 Q3	$1.18M	Buy	6,843 +1,723	+34%	+$276K	0.87%	25
2024 Q2	$823K	Buy	5,120 +1,190	+30%	+$167K	0.68%	30
2024 Q1	$521K	Buy	3,930 +1,660	+73%	+$206K	0.47%	45
2023 Q4	$253K	Buy	+2,270	New	+$215K	0.3%	79

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

M3 Advisory Group's AVGO Position: Q1 2026 in Review

M3 Advisory Group increased its Broadcom (AVGO) stake by 2.6% in Q1 2026, buying an estimated $50.3K and bringing the position to 6,094 shares worth $1.89M. The position accounts for 1.16% of the portfolio, ranked #20.

M3 Advisory Group first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.06M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

M3 Advisory Group held 6,094 shares of Broadcom worth $1.89M as of Q1 2026.
M3 Advisory Group bought 153 Broadcom shares in Q1 2026, an estimated $50.3K.
Broadcom made up 1.16% of M3 Advisory Group's portfolio in Q1 2026, its #20 holding.
M3 Advisory Group first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
M3 Advisory Group's Broadcom position peaked at $2.06M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.