MCM
AVGO icon

Marathon Capital Management’s Broadcom AVGO Stock Holding History

Marathon 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 		$427K Hold
1,380
– – 0.1% 117
2025
Q4 		$478K Sell
1,380
-75
-5% -$26.8K 0.1% 110
2025
Q3 		$480K Hold
1,455
– – 0.11% 102
2025
Q2 		$401K Buy
1,455
+30
+2% +$6.51K 0.1% 109
2025
Q1 		$239K Sell
1,425
-25
-2% -$5.29K 0.06% 133
2024
Q4 		$336K Buy
+1,450
New +$268K 0.08% 114

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

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

Marathon Capital Management held its Broadcom (AVGO) position steady in Q1 2026 at 1,380 shares worth $427K. The position accounts for 0.1% of the portfolio, ranked #117.

Marathon Capital Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $480K in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Marathon Capital Management held 1,380 shares of Broadcom worth $427K as of Q1 2026.
  • Marathon Capital Management left its Broadcom share count unchanged in Q1 2026.
  • Broadcom made up 0.1% of Marathon Capital Management's portfolio in Q1 2026, its #117 holding.
  • Marathon Capital Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Marathon Capital Management's Broadcom position peaked at $480K in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.