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Mengis Capital Management’s Broadcom AVGO Stock Holding History

Mengis Capital 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
Q2 		$5.32M Buy
14,079
+1,527
+12% +$612K 0.81% 35
2026
Q1 		$3.89M Buy
12,552
+2,321
+23% +$764K 0.67% 40
2025
Q4 		$3.54M Buy
10,231
+1,972
+24% +$705K 0.63% 43
2025
Q3 		$2.72M Hold
8,259
– – 0.54% 48
2025
Q2 		$2.28M Buy
8,259
+2,370
+40% +$515K 0.48% 59
2025
Q1 		$986K Buy
5,889
+1,585
+37% +$335K 0.21% 101
2024
Q4 		$998K Buy
4,304
+2,150
+100% +$398K 0.2% 102
2024
Q3 		$372K Buy
2,154
+644
+43% +$103K 0.07% 147
2024
Q2 		$242K Hold
1,510
– – 0.05% 166
2024
Q1 		$200K Buy
+1,510
New +$187K 0.03% 206

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mengis Capital Management's AVGO Position: Q2 2026 in Review

Mengis Capital Management increased its Broadcom (AVGO) stake by 12% in Q2 2026, buying an estimated $612K and bringing the position to 14,079 shares worth $5.32M. The position accounts for 0.81% of the portfolio, ranked #35.

Mengis Capital Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Mengis Capital Management held 14,079 shares of Broadcom worth $5.32M as of Q2 2026.
  • Mengis Capital Management bought 1,527 Broadcom shares in Q2 2026, an estimated $612K.
  • Broadcom made up 0.81% of Mengis Capital Management's portfolio in Q2 2026, its #35 holding.
  • Mengis Capital Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Mengis Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.