Mattern Capital Management’s Broadcom AVGO Stock Holding History

Mattern Capital Management’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	$11.5M	Sell	37,221 -555	-1%	-$183K	1.38%	16
2025 Q4	$13.1M	Sell	37,776 -1,538	-4%	-$550K	1.54%	5
2025 Q3	$13M	Sell	39,314 -4,795	-11%	-$1.47M	1.52%	6
2025 Q2	$12.2M	Buy	44,109 +1,867	+4%	+$405K	1.46%	8
2025 Q1	$7.07M	Sell	42,242 -4,554	-10%	-$964K	0.9%	70
2024 Q4	$10.8M	Sell	46,796 -3,804	-8%	-$704K	1.41%	10
2024 Q3	$8.73M	Buy	50,600 +290	+0.6%	+$46.5K	1.1%	50
2024 Q2	$8.08M	Buy	50,310 +2,200	+5%	+$308K	1.12%	45
2024 Q1	$6.38M	Buy	+48,110	New	+$5.96M	0.87%	72

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mattern Capital Management's AVGO Position: Q1 2026 in Review

Mattern Capital Management reduced its Broadcom (AVGO) stake by 1.5% in Q1 2026, selling an estimated $183K and leaving 37,221 shares worth $11.5M. The position accounts for 1.38% of the portfolio, ranked #16.

Mattern Capital Management first reported a position in AVGO in Q1 2024 and has held it in 9 quarters since. The position peaked at $13.1M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Mattern Capital Management held 37,221 shares of Broadcom worth $11.5M as of Q1 2026.
Mattern Capital Management sold 555 Broadcom shares in Q1 2026, an estimated $183K.
Broadcom made up 1.38% of Mattern Capital Management's portfolio in Q1 2026, its #16 holding.
Mattern Capital Management first reported a position in Broadcom in Q1 2024 and has held it in 9 quarters since.
Mattern Capital Management's Broadcom position peaked at $13.1M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Mattern Capital Management's 13F filing for Q1 2026, filed 4 May 2026.