MMM
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Mendel Money Management’s Broadcom AVGO Stock Holding History

Mendel Money 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 		$3.6M Sell
11,635
-608
-5% -$200K 1.51% 21
2025
Q4 		$4.24M Sell
12,243
-510
-4% -$182K 1.77% 16
2025
Q3 		$4.21M Sell
12,753
-780
-6% -$239K 1.77% 18
2025
Q2 		$3.73M Sell
13,533
-762
-5% -$165K 1.65% 18
2025
Q1 		$2.39M Buy
14,295
+390
+3% +$82.5K 1.13% 31
2024
Q4 		$3.22M Sell
13,905
-705
-5% -$130K 1.44% 24
2024
Q3 		$2.52M Sell
14,610
-250
-2% -$40.1K 1.09% 29
2024
Q2 		$2.39M Sell
14,860
-280
-2% -$39.2K 1.12% 30
2024
Q1 		$2.01M Sell
15,140
-2,210
-13% -$274K 0.93% 36
2023
Q4 		$1.94M Sell
17,350
-1,060
-6% -$100K 0.93% 35
2023
Q3 		$1.53M Buy
18,410
+560
+3% +$48.5K 0.82% 37
2023
Q2 		$1.55M Sell
17,850
-2,840
-14% -$203K 0.8% 40
2023
Q1 		$1.33M Buy
20,690
+100
+0.5% +$6.02K 0.72% 38
2022
Q4 		$1.15M Buy
20,590
+510
+3% +$25.6K 0.66% 40
2022
Q3 		$892K Buy
20,080
+1,370
+7% +$70K 0.56% 41
2022
Q2 		$909K Sell
18,710
-1,000
-5% -$56.1K 0.54% 43
2022
Q1 		$1.24M Buy
19,710
+14,960
+315% +$889K 0.61% 36
2021
Q4 		$316K Sell
4,750
-1,950
-29% -$110K 0.18% 62
2021
Q3 		$325K Sell
6,700
-100
-1% -$4.86K 0.2% 60
2021
Q2 		$324K Buy
6,800
+350
+5% +$16.2K 0.2% 57
2021
Q1 		$299K Buy
6,450
+50
+0.8% +$2.31K 0.2% 56
2020
Q4 		$280K Buy
+6,400
New +$250K 0.2% 54

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

Mendel Money Management's AVGO Position: Q1 2026 in Review

Mendel Money Management reduced its Broadcom (AVGO) stake by 5% in Q1 2026, selling an estimated $200K and leaving 11,635 shares worth $3.6M. The position accounts for 1.51% of the portfolio, ranked #21.

Mendel Money Management first reported a position in AVGO in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.24M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Mendel Money Management held 11,635 shares of Broadcom worth $3.6M as of Q1 2026.
  • Mendel Money Management sold 608 Broadcom shares in Q1 2026, an estimated $200K.
  • Broadcom made up 1.51% of Mendel Money Management's portfolio in Q1 2026, its #21 holding.
  • Mendel Money Management first reported a position in Broadcom in Q4 2020 and has held it in 22 quarters since.
  • Mendel Money Management's Broadcom position peaked at $4.24M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.