MCM
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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
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 $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

Mengis Capital Management's AVGO Position: Q1 2026 in Review

Mengis Capital Management increased its Broadcom (AVGO) stake by 23% in Q1 2026, buying an estimated $764K and bringing the position to 12,552 shares worth $3.89M. The position accounts for 0.67% of the portfolio, ranked #40.

Mengis Capital Management first reported a position in AVGO in Q1 2024 and has held it in 9 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Mengis Capital Management held 12,552 shares of Broadcom worth $3.89M as of Q1 2026.
  • Mengis Capital Management bought 2,321 Broadcom shares in Q1 2026, an estimated $764K.
  • Broadcom made up 0.67% of Mengis Capital Management's portfolio in Q1 2026, its #40 holding.
  • Mengis Capital Management first reported a position in Broadcom in Q1 2024 and has held it in 9 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Mengis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.