MSA
AVGO icon

Marino Stram & Associates’s Broadcom AVGO Stock Holding History

Marino Stram & Associates’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
Q2 		$3.11M Sell
8,226
-25
-0.3% -$10K 0.5% 34
2026
Q1 		$2.55M Buy
8,251
+525
+7% +$173K 0.46% 43
2025
Q4 		$2.67M Sell
7,726
-4,133
-35% -$1.48M 0.48% 36
2025
Q3 		$3.91M Buy
11,859
+4,322
+57% +$1.33M 0.7% 22
2025
Q2 		$2.08M Buy
7,537
+1,105
+17% +$240K 0.42% 42
2025
Q1 		$1.08M Buy
6,432
+313
+5% +$66.2K 0.24% 71
2024
Q4 		$1.42M Buy
6,119
+63
+1% +$11.7K 0.31% 50
2024
Q3 		$1.04M Buy
6,056
+646
+12% +$104K 0.23% 70
2024
Q2 		$869K Buy
5,410
+170
+3% +$23.8K 0.21% 81
2024
Q1 		$695K Sell
5,240
-90
-2% -$11.2K 0.16% 94
2023
Q4 		$595K Buy
5,330
+530
+11% +$50.2K 0.15% 97
2023
Q3 		$399K Buy
4,800
+200
+4% +$17.3K 0.12% 111
2023
Q2 		$399K Buy
4,600
+70
+2% +$4.99K 0.11% 110
2023
Q1 		$291K Buy
4,530
+130
+3% +$7.82K 0.09% 126
2022
Q4 		$246K Buy
+4,400
New +$221K 0.08% 130
2022
Q3 		– Sell
-4,130
Closed -$201K – 142
2022
Q2 		$201K Buy
4,130
+20
+0.5% +$1.12K 0.07% 140
2022
Q1 		$259K Hold
4,110
– – 0.08% 130
2021
Q4 		$273K Buy
+4,110
New +$231K 0.08% 128
2021
Q3 		– Sell
-19,150
Closed -$913K – 153
2021
Q2 		$913K Buy
+19,150
New +$887K 0.24% 82

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marino Stram & Associates's AVGO Position: Q2 2026 in Review

Marino Stram & Associates reduced its Broadcom (AVGO) stake by 0.3% in Q2 2026, selling an estimated $10K and leaving 8,226 shares worth $3.11M. The position accounts for 0.5% of the portfolio, ranked #34.

Marino Stram & Associates first reported a position in AVGO in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.91M in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Marino Stram & Associates held 8,226 shares of Broadcom worth $3.11M as of Q2 2026.
  • Marino Stram & Associates sold 25 Broadcom shares in Q2 2026, an estimated $10K.
  • Broadcom made up 0.5% of Marino Stram & Associates's portfolio in Q2 2026, its #34 holding.
  • Marino Stram & Associates first reported a position in Broadcom in Q2 2021 and has held it in 19 quarters since.
  • Marino Stram & Associates's Broadcom position peaked at $3.91M in Q3 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.