MWM
AVGO icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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