Marino Stram & Associates’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
$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

Marino Stram & Associates's AVGO Position: Q1 2026 in Review

Marino Stram & Associates increased its Broadcom (AVGO) stake by 6.8% in Q1 2026, buying an estimated $173K and bringing the position to 8,251 shares worth $2.55M. The position accounts for 0.46% of the portfolio, ranked #43.

Marino Stram & Associates first reported a position in AVGO in Q2 2021 and has held it in 18 quarters since. The position peaked at $3.91M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Marino Stram & Associates held 8,251 shares of Broadcom worth $2.55M as of Q1 2026.
  • Marino Stram & Associates bought 525 Broadcom shares in Q1 2026, an estimated $173K.
  • Broadcom made up 0.46% of Marino Stram & Associates's portfolio in Q1 2026, its #43 holding.
  • Marino Stram & Associates first reported a position in Broadcom in Q2 2021 and has held it in 18 quarters since.
  • Marino Stram & Associates's Broadcom position peaked at $3.91M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.