Magnolia Capital Management’s Broadcom AVGO Stock Holding History

Magnolia 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	$1.95M	Sell	5,167 -153	-3%	-$61.3K	1.35%	15
2026 Q1	$1.65M	Buy	5,320 +170	+3%	+$55.9K	1.11%	19
2025 Q4	$1.78M	Hold	5,150	–	–	1.33%	16
2025 Q3	$1.7M	Hold	5,150	–	–	1.3%	17
2025 Q2	$1.42M	Hold	5,150	–	–	1.13%	18
2025 Q1	$862K	Sell	5,150 -2,850	-36%	-$603K	0.74%	27
2024 Q4	$1.85M	Hold	8,000	–	–	1.47%	14
2024 Q3	$1.38M	Hold	8,000	–	–	1.1%	18
2024 Q2	$1.28M	Hold	8,000	–	–	1.08%	18
2024 Q1	$1.06M	Hold	8,000	–	–	0.9%	22
2023 Q4	$893K	Hold	8,000	–	–	0.81%	26
2023 Q3	$664K	Hold	8,000	–	–	0.65%	30
2023 Q2	$694K	Hold	8,000	–	–	0.63%	31
2023 Q1	$513K	Hold	8,000	–	–	0.48%	45
2022 Q4	$447K	Hold	8,000	–	–	0.44%	51
2022 Q3	$355K	Hold	8,000	–	–	0.37%	56
2022 Q2	$389K	Hold	8,000	–	–	0.38%	54
2022 Q1	$504K	Hold	8,000	–	–	0.42%	49
2021 Q4	$532K	Hold	8,000	–	–	0.42%	49
2021 Q3	$388K	Buy	+8,000	New	+$389K	0.33%	58

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Magnolia Capital Management's AVGO Position: Q2 2026 in Review

Magnolia Capital Management reduced its Broadcom (AVGO) stake by 2.9% in Q2 2026, selling an estimated $61.3K and leaving 5,167 shares worth $1.95M. The position accounts for 1.35% of the portfolio, ranked #15.

Magnolia Capital Management first reported a position in AVGO in Q3 2021 and has held it in 20 quarters since. 2,081 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Magnolia Capital Management held 5,167 shares of Broadcom worth $1.95M as of Q2 2026.
Magnolia Capital Management sold 153 Broadcom shares in Q2 2026, an estimated $61.3K.
Broadcom made up 1.35% of Magnolia Capital Management's portfolio in Q2 2026, its #15 holding.
Magnolia Capital Management first reported a position in Broadcom in Q3 2021 and has held it in 20 quarters since.
2,081 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Magnolia Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.