MPW
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Magnolia Private Wealth’s Broadcom AVGO Stock Holding History

Magnolia Private Wealth’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 		$371K Buy
1,200
+150
+14% +$49.4K 0.25% 84
2025
Q4 		$363K Buy
1,050
+67
+7% +$24K 0.25% 78
2025
Q3 		$324K Buy
983
+127
+15% +$39K 0.24% 75
2025
Q2 		$236K Buy
+856
New +$186K 0.18% 95

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 Private Wealth's AVGO Position: Q1 2026 in Review

Magnolia Private Wealth increased its Broadcom (AVGO) stake by 14% in Q1 2026, buying an estimated $49.4K and bringing the position to 1,200 shares worth $371K. The position accounts for 0.25% of the portfolio, ranked #84.

Magnolia Private Wealth first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Magnolia Private Wealth held 1,200 shares of Broadcom worth $371K as of Q1 2026.
  • Magnolia Private Wealth bought 150 Broadcom shares in Q1 2026, an estimated $49.4K.
  • Broadcom made up 0.25% of Magnolia Private Wealth's portfolio in Q1 2026, its #84 holding.
  • Magnolia Private Wealth first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.