Marietta Investment Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.41M | Buy |
23,957
+160
| +0.7% | +$52.6K | 1.48% | 19 |
|
|
2025
Q4 | $8.24M | Sell |
23,797
-3,467
| -13% | -$1.24M | 1.64% | 17 |
|
|
2025
Q3 | $8.99M | Buy |
27,264
+2,146
| +9% | +$658K | 1.73% | 13 |
|
|
2025
Q2 | $6.92M | Buy |
25,118
+160
| +0.6% | +$34.7K | 1.52% | 23 |
|
|
2025
Q1 | $4.18M | Buy |
24,958
+10
| +0% | +$2.12K | 1.01% | 29 |
|
|
2024
Q4 | $5.78M | Buy |
24,948
+538
| +2% | +$99.5K | 1.27% | 26 |
|
|
2024
Q3 | $4.21M | Buy |
24,410
+9,410
| +63% | +$1.51M | 0.89% | 36 |
|
|
2024
Q2 | $2.41M | Sell |
15,000
-1,100
| -7% | -$154K | 0.53% | 50 |
|
|
2024
Q1 | $2.13M | Sell |
16,100
-50
| -0.3% | -$6.2K | 0.47% | 54 |
|
|
2023
Q4 | $1.8M | Buy |
16,150
+50
| +0.3% | +$4.73K | 0.45% | 57 |
|
|
2023
Q3 | $1.34M | Sell |
16,100
-50
| -0.3% | -$4.33K | 0.37% | 62 |
|
|
2023
Q2 | $1.4M | Buy |
16,150
+50
| +0.3% | +$3.57K | 0.36% | 62 |
|
|
2023
Q1 | $1.03M | Hold |
16,100
| – | – | 0.29% | 68 |
|
|
2022
Q4 | $900K | Buy |
16,100
+6,740
| +72% | +$338K | 0.25% | 78 |
|
|
2022
Q3 | $436K | Hold |
9,360
| – | – | 0.13% | 121 |
|
|
2022
Q2 | $455K | Hold |
9,360
| – | – | 0.14% | 117 |
|
|
2022
Q1 | $589K | Sell |
9,360
-200
| -2% | -$11.9K | 0.13% | 117 |
|
|
2021
Q4 | $636K | Hold |
9,560
| – | – | 0.13% | 117 |
|
|
2021
Q3 | $464K | Buy |
9,560
+260
| +3% | +$12.6K | 0.11% | 132 |
|
|
2021
Q2 | $443K | Sell |
9,300
-140
| -1% | -$6.49K | 0.1% | 134 |
|
|
2021
Q1 | $438K | Buy |
+9,440
| New | +$437K | 0.11% | 129 |
|
|
2018
Q1 | – | Sell |
-395,820
| Closed | -$10.2M | – | 133 |
|
|
2017
Q4 | $10.2M | Sell |
395,820
-3,300
| -0.8% | -$85.8K | 2.89% | 6 |
|
|
2017
Q3 | $9.68M | Buy |
399,120
+24,830
| +7% | +$614K | 2.9% | 6 |
|
|
2017
Q2 | $8.72M | Sell |
374,290
-30
| -0% | -$696 | 2.8% | 7 |
|
|
2017
Q1 | $8.2M | Buy |
374,320
+36,350
| +11% | +$749K | 2.73% | 7 |
|
|
2016
Q4 | $5.97M | Sell |
337,970
-53,490
| -14% | -$927K | 2.1% | 13 |
|
|
2016
Q3 | $6.75M | Buy |
391,460
+322,320
| +466% | +$5.39M | 2.19% | 11 |
|
|
2016
Q2 | $1.07M | Sell |
69,140
-1,000
| -1% | -$15.2K | 0.38% | 54 |
|
|
2016
Q1 | $1.08M | Buy |
+70,140
| New | +$948K | 0.45% | 52 |
|
|
2015
Q4 | – | Sell |
-76,410
| Closed | -$925K | – | 119 |
|
|
2015
Q3 | $925K | Buy |
76,410
+4,300
| +6% | +$54.3K | 0.36% | 63 |
|
|
2015
Q2 | $959K | Buy |
72,110
+9,000
| +14% | +$118K | 0.37% | 61 |
|
|
2015
Q1 | $801K | Buy |
+63,110
| New | +$724K | 0.31% | 68 |
|
|
2014
Q4 | – | Sell |
-24,930
| Closed | -$217K | – | 119 |
|
|
2014
Q3 | $217K | Buy |
+24,930
| New | +$195K | 0.1% | 101 |
|
Other funds holding AVGO
VCM
VPM
Marietta Investment Partners's AVGO Position: Q1 2026 in Review
Marietta Investment Partners increased its Broadcom (AVGO) stake by 0.67% in Q1 2026, buying an estimated $52.6K and bringing the position to 23,957 shares worth $7.41M. The position accounts for 1.48% of the portfolio, ranked #19.
Marietta Investment Partners first reported a position in AVGO in Q3 2014 and has held it in 33 quarters since. The position peaked at $10.2M in Q4 2017. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Marietta Investment Partners held 23,957 shares of Broadcom worth $7.41M as of Q1 2026.
- Marietta Investment Partners bought 160 Broadcom shares in Q1 2026, an estimated $52.6K.
- Broadcom made up 1.48% of Marietta Investment Partners's portfolio in Q1 2026, its #19 holding.
- Marietta Investment Partners first reported a position in Broadcom in Q3 2014 and has held it in 33 quarters since.
- Marietta Investment Partners's Broadcom position peaked at $10.2M in Q4 2017.
- 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.