MAI Capital Management’s Broadcom AVGO Stock Holding History

MAI 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 Q1	–	Hold	0	–	-$623K	–	5023
2025 Q4	–	Hold	0	–	–	–	894
2025 Q3	–	Hold	0	–	–	–	834
2025 Q2	–	Hold	0	–	–	–	821
2025 Q1	–	Hold	0	–	–	–	936
2024 Q4	–	Sell	-2,200	Closed	-$380K	–	3495
2024 Q3	$380K	Buy	+2,200	New	+$353K	﹤0.01%	812
2024 Q2	–	Sell	-22,000	Closed	-$2.92M	–	1263
2024 Q1	$2.92M	Sell	22,000 -3,000	-12%	-$372K	0.03%	331
2023 Q4	$2.79M	Buy	25,000 +2,000	+9%	+$189K	0.04%	268
2023 Q3	$1.91M	Buy	+23,000	New	+$1.99M	0.03%	311
2022 Q4	–	Sell	-4,000	Closed	-$178K	–	1032
2022 Q3	$178K	Hold	4,000	–	–	﹤0.01%	851
2022 Q2	$194K	Hold	4,000	–	–	﹤0.01%	804
2022 Q1	$252K	Buy	+4,000	New	+$238K	﹤0.01%	743
2021 Q4	–	Sell	-4,000	Closed	-$194K	–	933
2021 Q3	$194K	Buy	4,000 +3,000	+300%	+$146K	﹤0.01%	735
2021 Q2	$48K	Hold	1,000	–	–	﹤0.01%	753
2021 Q1	$46K	Sell	1,000 -41,000	-98%	-$1.9M	﹤0.01%	717
2020 Q4	$1.84M	Hold	42,000	–	–	0.05%	214
2020 Q3	$1.53M	Sell	42,000 -2,000	-5%	-$67K	0.04%	212
2020 Q2	$1.39M	Buy	+44,000	New	+$1.23M	0.04%	220

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

MAI Capital Management's AVGO Position: Q1 2026 in Review

MAI Capital Management increased its Broadcom (AVGO) stake by 0.08% in Q1 2026, buying an estimated $163K and bringing the position to 606,488 shares worth $188M. The position accounts for 1.06% of the portfolio, ranked #16.

MAI Capital Management first reported a position in AVGO in Q4 2017 and has held it in 34 quarters since. The position peaked at $210M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

MAI Capital Management held 606,488 shares of Broadcom worth $188M as of Q1 2026.
MAI Capital Management bought 495 Broadcom shares in Q1 2026, an estimated $163K.
Broadcom made up 1.06% of MAI Capital Management's portfolio in Q1 2026, its #16 holding.
MAI Capital Management first reported a position in Broadcom in Q4 2017 and has held it in 34 quarters since.
MAI Capital Management's Broadcom position peaked at $210M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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