McLean Asset Management’s Broadcom AVGO Stock Holding History

McLean Asset 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	$1.16M	Buy	3,735 +82	+2%	+$27K	0.2%	50
2025 Q4	$1.24M	Buy	3,653 +518	+17%	+$185K	0.22%	45
2025 Q3	$1.05M	Buy	3,135 +122	+4%	+$37.4K	0.22%	52
2025 Q2	$813K	Buy	3,013 +265	+10%	+$57.5K	0.21%	58
2025 Q1	$429K	Sell	2,748 -15	-0.5%	-$3.17K	0.14%	81
2024 Q4	$641K	Sell	2,763 -13	-0.5%	-$2.4K	0.19%	69
2024 Q3	$490K	Buy	2,776 +16	+0.6%	+$2.56K	0.15%	77
2024 Q2	$482K	Buy	2,760 +160	+6%	+$22.4K	0.16%	77
2024 Q1	$346K	Sell	2,600 -180	-6%	-$22.3K	0.12%	95
2023 Q4	$292K	Buy	+2,780	New	+$263K	0.11%	100

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

McLean Asset Management's AVGO Position: Q1 2026 in Review

McLean Asset Management increased its Broadcom (AVGO) stake by 2.2% in Q1 2026, buying an estimated $27K and bringing the position to 3,735 shares worth $1.16M. The position accounts for 0.2% of the portfolio, ranked #50.

McLean Asset Management first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

McLean Asset Management held 3,735 shares of Broadcom worth $1.16M as of Q1 2026.
McLean Asset Management bought 82 Broadcom shares in Q1 2026, an estimated $27K.
Broadcom made up 0.2% of McLean Asset Management's portfolio in Q1 2026, its #50 holding.
McLean Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
McLean Asset Management's Broadcom position peaked at $1.24M in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.