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McDaniel Terry & Co’s Broadcom AVGO Stock Holding History

McDaniel Terry & Co’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 		$624K Buy
2,017
+398
+25% +$131K 0.05% 58
2025
Q4 		$560K Sell
1,619
-2,537
-61% -$907K 0.05% 56
2025
Q3 		$1.37M Hold
4,156
– – 0.11% 51
2025
Q2 		$1.15M Sell
4,156
-66
-2% -$14.3K 0.09% 53
2025
Q1 		$707K Buy
4,222
+2,642
+167% +$559K 0.06% 58
2024
Q4 		$366K Hold
1,580
– – 0.03% 78
2024
Q3 		$273K Buy
+1,580
New +$253K 0.02% 87

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

McDaniel Terry & Co's AVGO Position: Q1 2026 in Review

McDaniel Terry & Co increased its Broadcom (AVGO) stake by 25% in Q1 2026, buying an estimated $131K and bringing the position to 2,017 shares worth $624K. The position accounts for 0.05% of the portfolio, ranked #58.

McDaniel Terry & Co first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • McDaniel Terry & Co held 2,017 shares of Broadcom worth $624K as of Q1 2026.
  • McDaniel Terry & Co bought 398 Broadcom shares in Q1 2026, an estimated $131K.
  • Broadcom made up 0.05% of McDaniel Terry & Co's portfolio in Q1 2026, its #58 holding.
  • McDaniel Terry & Co first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • McDaniel Terry & Co's Broadcom position peaked at $1.37M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.