MBB Public Markets’s Broadcom AVGO Stock Holding History

MBB Public Markets’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	$3.1M	Sell	10,000 -54,841	-85%	-$18M	0.37%	13
2025 Q4	$22.4M	Sell	64,841 -10,000	-13%	-$3.58M	2.34%	11
2025 Q3	$24.7M	Sell	74,841 -25,000	-25%	-$7.67M	3.28%	11
2025 Q2	$27.5M	Sell	99,841 -308	-0.3%	-$66.9K	2.6%	13
2025 Q1	$16.8M	Buy	100,149 +2,258	+2%	+$478K	1.85%	19
2024 Q4	$22.7M	Sell	97,891 -9,819	-9%	-$1.82M	2.11%	16
2024 Q3	$18.6M	Sell	107,710 -287,660	-73%	-$46.1M	1.04%	30
2024 Q2	$63.5M	Buy	395,370 +297,980	+306%	+$41.8M	1.28%	12
2024 Q1	$12.9M	Buy	+97,390	New	+$12.1M	0.79%	29
2023 Q1	–	Sell	-135,000	Closed	-$7.55M	–	101
2022 Q4	$7.55M	Hold	135,000	–	–	0.2%	32
2022 Q3	$5.99M	Sell	135,000 -7,090	-5%	-$362K	0.16%	34
2022 Q2	$6.9M	Buy	142,090 +137,090	+2,742%	+$7.69M	0.16%	31
2022 Q1	$315K	Sell	5,000 -31,210	-86%	-$1.85M	0.01%	78
2021 Q4	$2.41M	Buy	+36,210	New	+$2.04M	0.05%	56

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

MBB Public Markets's AVGO Position: Q1 2026 in Review

MBB Public Markets reduced its Broadcom (AVGO) stake by 85% in Q1 2026, selling an estimated $18M and leaving 10,000 shares worth $3.1M. The position accounts for 0.37% of the portfolio, ranked #13.

MBB Public Markets first reported a position in AVGO in Q4 2021 and has held it in 14 quarters since. The position peaked at $63.5M in Q2 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

MBB Public Markets held 10,000 shares of Broadcom worth $3.1M as of Q1 2026.
MBB Public Markets sold 54,841 Broadcom shares in Q1 2026, an estimated $18M.
Broadcom made up 0.37% of MBB Public Markets's portfolio in Q1 2026, its #13 holding.
MBB Public Markets first reported a position in Broadcom in Q4 2021 and has held it in 14 quarters since.
MBB Public Markets's Broadcom position peaked at $63.5M in Q2 2024.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on MBB Public Markets's 13F filing for Q1 2026, filed 15 May 2026.