Matrix Private Capital Group’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
$2.16M Buy
6,981
+236
+3% +$77.7K 1.04% 24
2025
Q4
$2.33M Sell
6,745
-819
-11% -$293K 1.18% 22
2025
Q3
$2.5M Sell
7,564
-109
-1% -$33.4K 1.32% 20
2025
Q2
$2.12M Sell
7,673
-329
-4% -$71.4K 1.24% 21
2025
Q1
$1.34M Sell
8,002
-97
-1% -$20.5K 0.8% 27
2024
Q4
$1.88M Sell
8,099
-47
-0.6% -$8.69K 1.07% 23
2024
Q3
$1.41M Sell
8,146
-24
-0.3% -$3.85K 0.81% 27
2024
Q2
$1.31M Buy
8,170
+130
+2% +$18.2K 0.82% 27
2024
Q1
$1.07M Buy
8,040
+10
+0.1% +$1.24K 0.72% 28
2023
Q4
$896K Sell
8,030
-1,130
-12% -$107K 0.68% 32
2023
Q3
$761K Buy
9,160
+40
+0.4% +$3.47K 0.57% 38
2023
Q2
$791K Sell
9,120
-1,700
-16% -$121K 0.58% 37
2023
Q1
$694K Sell
10,820
-2,930
-21% -$176K 0.48% 41
2022
Q4
$769K Sell
13,750
-180
-1% -$9.03K 0.5% 41
2022
Q3
$619K Sell
13,930
-330
-2% -$16.9K 0.42% 49
2022
Q2
$693K Buy
14,260
+120
+0.8% +$6.74K 0.4% 58
2022
Q1
$890K Sell
14,140
-20
-0.1% -$1.19K 0.43% 51
2021
Q4
$942K Buy
14,160
+830
+6% +$46.7K 0.45% 52
2021
Q3
$646K Buy
13,330
+150
+1% +$7.29K 0.34% 67
2021
Q2
$628K Buy
13,180
+300
+2% +$13.9K 0.34% 69
2021
Q1
$597K Sell
12,880
-300
-2% -$13.9K 0.36% 71
2020
Q4
$577K Hold
13,180
0.41% 67
2020
Q3
$480K Hold
13,180
0.49% 63
2020
Q2
$416K Buy
13,180
+480
+4% +$13.4K 0.46% 65
2020
Q1
$301K Buy
+12,700
New +$358K 0.43% 74

Other funds holding AVGO

Matrix Private Capital Group's AVGO Position: Q1 2026 in Review

Matrix Private Capital Group increased its Broadcom (AVGO) stake by 3.5% in Q1 2026, buying an estimated $77.7K and bringing the position to 6,981 shares worth $2.16M. The position accounts for 1.04% of the portfolio, ranked #24.

Matrix Private Capital Group first reported a position in AVGO in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.5M in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Matrix Private Capital Group held 6,981 shares of Broadcom worth $2.16M as of Q1 2026.
  • Matrix Private Capital Group bought 236 Broadcom shares in Q1 2026, an estimated $77.7K.
  • Broadcom made up 1.04% of Matrix Private Capital Group's portfolio in Q1 2026, its #24 holding.
  • Matrix Private Capital Group first reported a position in Broadcom in Q1 2020 and has held it in 25 quarters since.
  • Matrix Private Capital Group's Broadcom position peaked at $2.5M in Q3 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.