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Marcum Wealth’s Broadcom AVGO Stock Holding History

Marcum 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
2025
Q1 		$3.25M Sell
19,406
-685
-3% -$145K 0.28% 43
2024
Q4 		$4.66M Sell
20,091
-888
-4% -$164K 0.4% 30
2024
Q3 		$3.62M Sell
20,979
-151
-0.7% -$24.2K 0.34% 35
2024
Q2 		$3.39M Buy
21,130
+1,120
+6% +$157K 0.34% 32
2024
Q1 		$2.65M Sell
20,010
-2,510
-11% -$311K 0.27% 38
2023
Q4 		$2.51M Buy
22,520
+1,770
+9% +$168K 0.27% 37
2023
Q3 		$1.72M Sell
20,750
-370
-2% -$32.1K 0.21% 53
2023
Q2 		$1.83M Sell
21,120
-6,190
-23% -$441K 0.22% 50
2023
Q1 		$1.75M Buy
27,310
+980
+4% +$59K 0.22% 49
2022
Q4 		$1.47M Buy
26,330
+680
+3% +$34.1K 0.2% 59
2022
Q3 		$1.14M Sell
25,650
-1,240
-5% -$63.3K 0.17% 68
2022
Q2 		$1.31M Buy
26,890
+1,150
+4% +$64.5K 0.2% 65
2022
Q1 		$1.62M Sell
25,740
-10
-0% -$594 0.22% 62
2021
Q4 		$1.71M Sell
25,750
-1,990
-7% -$112K 0.24% 56
2021
Q3 		$1.34M Sell
27,740
-630
-2% -$30.6K 0.21% 67
2021
Q2 		$1.35M Buy
28,370
+590
+2% +$27.3K 0.22% 61
2021
Q1 		$1.29M Buy
+27,780
New +$1.28M 0.21% 65

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marcum Wealth's AVGO Position: Q1 2025 in Review

Marcum Wealth reduced its Broadcom (AVGO) stake by 3.4% in Q1 2025, selling an estimated $145K and leaving 19,406 shares worth $3.25M. The position accounts for 0.28% of the portfolio, ranked #43.

Marcum Wealth first reported a position in AVGO in Q1 2021 and has held it in 17 quarters since. The position peaked at $4.66M in Q4 2024. 3,816 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • Marcum Wealth held 19,406 shares of Broadcom worth $3.25M as of Q1 2025.
  • Marcum Wealth sold 685 Broadcom shares in Q1 2025, an estimated $145K.
  • Broadcom made up 0.28% of Marcum Wealth's portfolio in Q1 2025, its #43 holding.
  • Marcum Wealth first reported a position in Broadcom in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's Broadcom position peaked at $4.66M in Q4 2024.
  • 3,816 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.