MHC
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May Hill Capital’s Broadcom AVGO Stock Holding History

May Hill Capital’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 		$2.47M Buy
7,990
+383
+5% +$126K 0.62% 31
2025
Q4 		$2.63M Buy
7,607
+423
+6% +$151K 0.71% 28
2025
Q3 		$2.37M Buy
7,184
+454
+7% +$139K 0.69% 30
2025
Q2 		$1.86M Buy
6,730
+579
+9% +$126K 0.61% 32
2025
Q1 		$1.03M Buy
6,151
+239
+4% +$50.6K 0.39% 45
2024
Q4 		$1.37M Buy
+5,912
New +$1.09M 0.53% 32

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

May Hill Capital's AVGO Position: Q1 2026 in Review

May Hill Capital increased its Broadcom (AVGO) stake by 5% in Q1 2026, buying an estimated $126K and bringing the position to 7,990 shares worth $2.47M. The position accounts for 0.62% of the portfolio, ranked #31.

May Hill Capital first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.63M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • May Hill Capital held 7,990 shares of Broadcom worth $2.47M as of Q1 2026.
  • May Hill Capital bought 383 Broadcom shares in Q1 2026, an estimated $126K.
  • Broadcom made up 0.62% of May Hill Capital's portfolio in Q1 2026, its #31 holding.
  • May Hill Capital first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • May Hill Capital's Broadcom position peaked at $2.63M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on May Hill Capital's 13F filing for Q1 2026, filed 6 May 2026.