MCA
AVGO icon

Magnolia Capital Advisors’s Broadcom AVGO Stock Holding History

Magnolia Capital Advisors’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 		$4.27M Buy
13,800
+850
+7% +$280K 0.84% 34
2025
Q4 		$4.48M Buy
12,950
+3,505
+37% +$1.25M 0.94% 29
2025
Q3 		$3.12M Sell
9,445
-4,997
-35% -$1.53M 0.81% 37
2025
Q2 		$3.98M Sell
14,442
-221
-2% -$48K 1% 28
2025
Q1 		$2.46M Sell
14,663
-602
-4% -$127K 0.67% 37
2024
Q4 		$3.54M Buy
15,265
+3,045
+25% +$563K 0.92% 30
2024
Q3 		$2.11M Sell
12,220
-230
-2% -$36.9K 1.05% 20
2024
Q2 		$2M Sell
12,450
-7,020
-36% -$984K 1.12% 21
2024
Q1 		$2.35M Buy
19,470
+2,300
+13% +$285K 1.96% 14
2023
Q4 		$2.07M Buy
17,170
+10
+0.1% +$947 1.51% 16
2023
Q3 		$1.44M Sell
17,160
-850
-5% -$73.7K 1.38% 17
2023
Q2 		$1.56M Sell
18,010
-5,080
-22% -$362K 0.78% 38
2023
Q1 		$1.48M Buy
23,090
+1,950
+9% +$117K 0.76% 36
2022
Q4 		$1.18M Sell
21,140
-8,410
-28% -$422K 0.79% 37
2022
Q3 		$1.31M Buy
29,550
+1,520
+5% +$77.7K 1.11% 23
2022
Q2 		$1.36M Sell
28,030
-3,600
-11% -$202K 1.24% 24
2022
Q1 		$1.99M Buy
31,630
+18,360
+138% +$1.09M 0.78% 37
2021
Q4 		$883K Sell
13,270
-10
-0.1% -$562 0.26% 79
2021
Q3 		$644K Buy
13,280
+1,220
+10% +$59.3K 0.22% 93
2021
Q2 		$575K Buy
12,060
+480
+4% +$22.2K 0.25% 76
2021
Q1 		$537K Buy
+11,580
New +$535K 1.06% 28

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Magnolia Capital Advisors's AVGO Position: Q1 2026 in Review

Magnolia Capital Advisors increased its Broadcom (AVGO) stake by 6.6% in Q1 2026, buying an estimated $280K and bringing the position to 13,800 shares worth $4.27M. The position accounts for 0.84% of the portfolio, ranked #34.

Magnolia Capital Advisors first reported a position in AVGO in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.48M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Magnolia Capital Advisors held 13,800 shares of Broadcom worth $4.27M as of Q1 2026.
  • Magnolia Capital Advisors bought 850 Broadcom shares in Q1 2026, an estimated $280K.
  • Broadcom made up 0.84% of Magnolia Capital Advisors's portfolio in Q1 2026, its #34 holding.
  • Magnolia Capital Advisors first reported a position in Broadcom in Q1 2021 and has held it in 21 quarters since.
  • Magnolia Capital Advisors's Broadcom position peaked at $4.48M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.