Marvin & Palmer Associates’s Broadcom AVGO Stock Holding History

Marvin & Palmer 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 Q1	–	Sell	-26,376	Closed	-$9.13M	–	23
2025 Q4	$9.13M	Sell	26,376 -6,418	-20%	-$2.3M	6.45%	4
2025 Q3	$12.1M	Buy	32,794 +21,444	+189%	+$6.58M	9.01%	1
2025 Q2	$3.13M	Buy	+11,350	New	+$2.46M	2.68%	18
2017 Q4	–	Sell	-36,000	Closed	-$873K	–	44
2017 Q3	$873K	Buy	+36,000	New	+$890K	1.07%	31
2017 Q2	–	Sell	-111,000	Closed	-$2.43M	–	34
2017 Q1	$2.43M	Buy	+111,000	New	+$2.29M	1.77%	29
2016 Q2	–	Sell	-4,000	Closed	-$62K	–	40
2016 Q1	$62K	Hold	4,000	–	–	0.07%	48
2015 Q4	$58K	Sell	4,000 -2,000	-33%	-$26K	0.06%	50
2015 Q3	$75K	Hold	6,000	–	–	0.09%	49
2015 Q2	$80K	Hold	6,000	–	–	0.08%	49
2015 Q1	$76K	Hold	6,000	–	–	0.07%	59
2014 Q4	$60K	Buy	+6,000	New	+$53.6K	0.06%	57
2014 Q2	–	Sell	-300,000	Closed	-$1.93M	–	70
2014 Q1	$1.93M	Sell	300,000 -512,000	-63%	-$3M	1.69%	19
2013 Q4	$4.29M	Buy	+812,000	New	+$3.74M	2.59%	11

Other funds holding AVGO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $1.47T 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