Mackenzie Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $793M | Buy |
2,563,522
+110,328
| +4% | +$36.3M | 0.95% | 25 |
|
|
2025
Q4 | $857M | Sell |
2,453,194
-124,081
| -5% | -$44.4M | 1.01% | 23 |
|
|
2025
Q3 | $850M | Buy |
2,577,275
+225,481
| +10% | +$69.2M | 1.03% | 20 |
|
|
2025
Q2 | $648M | Buy |
2,351,794
+83,818
| +4% | +$18.2M | 0.84% | 25 |
|
|
2025
Q1 | $380M | Sell |
2,267,976
-427,718
| -16% | -$90.5M | 0.54% | 49 |
|
|
2024
Q4 | $625M | Buy |
2,695,694
+183,474
| +7% | +$33.9M | 0.85% | 26 |
|
|
2024
Q3 | $433M | Sell |
2,512,220
-647,780
| -20% | -$104M | 0.6% | 45 |
|
|
2024
Q2 | $507M | Sell |
3,160,000
-507,240
| -14% | -$71.1M | 0.75% | 37 |
|
|
2024
Q1 | $486M | Sell |
3,667,240
-47,920
| -1% | -$5.94M | 0.7% | 37 |
|
|
2023
Q4 | $415M | Sell |
3,715,160
-175,880
| -5% | -$16.7M | 0.63% | 42 |
|
|
2023
Q3 | $317M | Sell |
3,891,040
-287,790
| -7% | -$24.9M | 0.53% | 47 |
|
|
2023
Q2 | $366M | Buy |
4,178,830
+295,010
| +8% | +$21M | 0.56% | 43 |
|
|
2023
Q1 | $249M | Buy |
3,883,820
+196,870
| +5% | +$11.8M | 0.38% | 64 |
|
|
2022
Q4 | $206M | Buy |
3,686,950
+20,510
| +0.6% | +$1.03M | 0.34% | 72 |
|
|
2022
Q3 | $163M | Sell |
3,666,440
-147,020
| -4% | -$7.51M | 0.28% | 87 |
|
|
2022
Q2 | $185M | Sell |
3,813,460
-33,900
| -0.9% | -$1.9M | 0.3% | 83 |
|
|
2022
Q1 | $242M | Sell |
3,847,360
-245,980
| -6% | -$14.6M | 0.32% | 75 |
|
|
2021
Q4 | $272M | Sell |
4,093,340
-163,400
| -4% | -$9.18M | 0.37% | 65 |
|
|
2021
Q3 | $206M | Buy |
4,256,740
+77,510
| +2% | +$3.77M | 0.29% | 87 |
|
|
2021
Q2 | $199M | Sell |
4,179,230
-702,810
| -14% | -$32.6M | 0.28% | 87 |
|
|
2021
Q1 | $226M | Buy |
4,882,040
+957,980
| +24% | +$44.3M | 0.35% | 76 |
|
|
2020
Q4 | $172M | Buy |
3,924,060
+164,480
| +4% | +$6.41M | 0.37% | 83 |
|
|
2020
Q3 | $137M | Sell |
3,759,580
-69,910
| -2% | -$2.34M | 0.34% | 91 |
|
|
2020
Q2 | $121M | Buy |
3,829,490
+284,750
| +8% | +$7.97M | 0.32% | 94 |
|
|
2020
Q1 | $84M | Sell |
3,544,740
-2,171,180
| -38% | -$61.2M | 0.27% | 100 |
|
|
2019
Q4 | $181M | Buy |
5,715,920
+142,360
| +3% | +$4.32M | 0.44% | 62 |
|
|
2019
Q3 | $154M | Sell |
5,573,560
-597,230
| -10% | -$17M | 0.4% | 62 |
|
|
2019
Q2 | $178M | Buy |
6,170,790
+903,180
| +17% | +$26.3M | 0.46% | 60 |
|
|
2019
Q1 | $158M | Sell |
5,267,610
-2,305,870
| -30% | -$62.5M | 0.38% | 68 |
|
|
2018
Q4 | $193M | Sell |
7,573,480
-5,534,700
| -42% | -$131M | 0.51% | 54 |
|
|
2018
Q3 | $323M | Buy |
13,108,180
+600,890
| +5% | +$13.5M | 0.79% | 31 |
|
|
2018
Q2 | $303M | Buy |
+12,507,290
| New | +$307M | 0.77% | 33 |
|
|
2018
Q1 | – | Sell |
-6,233,670
| Closed | -$160M | – | 923 |
|
|
2017
Q4 | $160M | Buy |
6,233,670
+4,027,120
| +183% | +$105M | 0.39% | 56 |
|
|
2017
Q3 | $53.5M | Sell |
2,206,550
-25,140
| -1% | -$622K | 0.29% | 101 |
|
|
2017
Q2 | $52M | Sell |
2,231,690
-249,910
| -10% | -$5.8M | 0.29% | 99 |
|
|
2017
Q1 | $54.3M | Sell |
2,481,600
-162,850
| -6% | -$3.35M | 0.32% | 85 |
|
|
2016
Q4 | $46.7M | Buy |
2,644,450
+223,230
| +9% | +$3.87M | 0.28% | 96 |
|
|
2016
Q3 | $41.8M | Sell |
2,421,220
-79,400
| -3% | -$1.33M | 0.26% | 109 |
|
|
2016
Q2 | $38.9M | Buy |
2,500,620
+410,330
| +20% | +$6.25M | 0.22% | 119 |
|
|
2016
Q1 | $32.3M | Buy |
+2,090,290
| New | +$28.3M | 0.29% | 86 |
|
|
2015
Q4 | – | Sell |
-174,700
| Closed | -$2.18M | – | 806 |
|
|
2015
Q3 | $2.18M | Buy |
174,700
+119,700
| +218% | +$1.51M | 0.01% | 397 |
|
|
2015
Q2 | $731K | Sell |
55,000
-77,000
| -58% | -$1.01M | ﹤0.01% | 616 |
|
|
2015
Q1 | $1.68M | Buy |
+132,000
| New | +$1.51M | 0.01% | 457 |
|
Other funds holding AVGO
VCM
VPM
Mackenzie Financial's AVGO Position: Q1 2026 in Review
Mackenzie Financial increased its Broadcom (AVGO) stake by 4.5% in Q1 2026, buying an estimated $36.3M and bringing the position to 2,563,522 shares worth $793M. The position accounts for 0.95% of the portfolio, ranked #25.
Mackenzie Financial first reported a position in AVGO in Q1 2015 and has held it in 43 quarters since. The position peaked at $857M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Mackenzie Financial held 2,563,522 shares of Broadcom worth $793M as of Q1 2026.
- Mackenzie Financial bought 110,328 Broadcom shares in Q1 2026, an estimated $36.3M.
- Broadcom made up 0.95% of Mackenzie Financial's portfolio in Q1 2026, its #25 holding.
- Mackenzie Financial first reported a position in Broadcom in Q1 2015 and has held it in 43 quarters since.
- Mackenzie Financial's Broadcom position peaked at $857M in Q4 2025.
- 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.