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Mattern Wealth Management’s Broadcom AVGO Stock Holding History

Mattern Wealth 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
Q2 		$3.35M Buy
8,860
+1,345
+18% +$539K 0.55% 36
2026
Q1 		$2.33M Sell
7,515
-15
-0.2% -$4.94K 0.45% 40
2025
Q4 		$2.61M Buy
7,530
+120
+2% +$42.9K 0.5% 35
2025
Q3 		$2.44M Hold
7,410
– – 0.49% 35
2025
Q2 		$2.04M Sell
7,410
-23,709
-76% -$5.15M 0.43% 42
2025
Q1 		$5.21M Buy
31,119
+1,540
+5% +$326K 1.15% 19
2024
Q4 		$6.86M Buy
29,579
+9,609
+48% +$1.78M 1.51% 15
2024
Q3 		$3.44M Buy
19,970
+750
+4% +$120K 0.76% 26
2024
Q2 		$3.09M Buy
19,220
+9,500
+98% +$1.33M 0.74% 37
2024
Q1 		$1.29M Buy
9,720
+2,030
+26% +$252K 0.31% 78
2023
Q4 		$858K Sell
7,690
-20
-0.3% -$1.89K 0.22% 90
2023
Q3 		$640K Hold
7,710
– – 0.19% 96
2023
Q2 		$669K Buy
7,710
+20
+0.3% +$1.43K 0.2% 93
2023
Q1 		$493K Hold
7,690
– – 0.16% 116
2022
Q4 		$430K Buy
+7,690
New +$386K 0.17% 108

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

Mattern Wealth Management's AVGO Position: Q2 2026 in Review

Mattern Wealth Management increased its Broadcom (AVGO) stake by 18% in Q2 2026, buying an estimated $539K and bringing the position to 8,860 shares worth $3.35M. The position accounts for 0.55% of the portfolio, ranked #36.

Mattern Wealth Management first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.86M in Q4 2024. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Mattern Wealth Management held 8,860 shares of Broadcom worth $3.35M as of Q2 2026.
  • Mattern Wealth Management bought 1,345 Broadcom shares in Q2 2026, an estimated $539K.
  • Broadcom made up 0.55% of Mattern Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Mattern Wealth Management first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • Mattern Wealth Management's Broadcom position peaked at $6.86M in Q4 2024.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.