MPM
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Meritage Portfolio Management’s Broadcom AVGO Stock Holding History

Meritage Portfolio 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
2025
Q4 		$67.6M Sell
195,333
-5,541
-3% -$1.98M 4.49% 4
2025
Q3 		$66.3M Sell
200,874
-49,518
-20% -$15.2M 4.41% 4
2025
Q2 		$69M Sell
250,392
-11,071
-4% -$2.4M 4.37% 3
2025
Q1 		$43.8M Sell
261,463
-5,895
-2% -$1.25M 2.9% 4
2024
Q4 		$62M Sell
267,358
-6,081
-2% -$1.12M 3.85% 4
2024
Q3 		$47.2M Sell
273,439
-27,711
-9% -$4.44M 2.89% 4
2024
Q2 		$48.4M Sell
301,150
-6,030
-2% -$845K 3.05% 4
2024
Q1 		$40.7M Sell
307,180
-37,100
-11% -$4.6M 2.59% 4
2023
Q4 		$38.4M Buy
344,280
+59,560
+21% +$5.64M 2.53% 4
2023
Q3 		$23.6M Sell
284,720
-31,330
-10% -$2.72M 1.75% 4
2023
Q2 		$27.4M Sell
316,050
-7,520
-2% -$536K 1.94% 5
2023
Q1 		$20.8M Sell
323,570
-5,890
-2% -$354K 1.55% 7
2022
Q4 		$18.4M Sell
329,460
-8,710
-3% -$437K 1.44% 7
2022
Q3 		$15M Buy
338,170
+73,470
+28% +$3.75M 1.24% 13
2022
Q2 		$12.9M Sell
264,700
-12,980
-5% -$729K 1% 16
2022
Q1 		$17.5M Sell
277,680
-7,230
-3% -$429K 1.08% 14
2021
Q4 		$19M Sell
284,910
-5,660
-2% -$318K 1.08% 19
2021
Q3 		$14.1M Buy
290,570
+1,280
+0.4% +$62.2K 0.85% 26
2021
Q2 		$13.8M Sell
289,290
-3,580
-1% -$166K 0.83% 23
2021
Q1 		$13.6M Sell
292,870
-11,620
-4% -$537K 0.9% 24
2020
Q4 		$13.3M Buy
304,490
+1,530
+0.5% +$59.6K 0.98% 23
2020
Q3 		$11M Buy
+302,960
New +$10.1M 0.99% 23
2019
Q4 		– Sell
-105,380
Closed -$2.91M – 234
2019
Q3 		$2.91M Buy
105,380
+630
+0.6% +$17.9K 0.28% 119
2019
Q2 		$3.02M Buy
104,750
+850
+0.8% +$24.8K 0.31% 117
2019
Q1 		$3.12M Buy
+103,900
New +$2.82M 0.32% 126

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Meritage Portfolio Management's AVGO Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Broadcom (AVGO) stake by 2.8% in Q4 2025, selling an estimated $1.98M and leaving 195,333 shares worth $67.6M. The position accounts for 4.49% of the portfolio, ranked #4.

Meritage Portfolio Management first reported a position in AVGO in Q1 2019 and has held it in 25 quarters since. The position peaked at $69M in Q2 2025. 4,704 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

  • Meritage Portfolio Management held 195,333 shares of Broadcom worth $67.6M as of Q4 2025.
  • Meritage Portfolio Management sold 5,541 Broadcom shares in Q4 2025, an estimated $1.98M.
  • Broadcom made up 4.49% of Meritage Portfolio Management's portfolio in Q4 2025, its #4 holding.
  • Meritage Portfolio Management first reported a position in Broadcom in Q1 2019 and has held it in 25 quarters since.
  • Meritage Portfolio Management's Broadcom position peaked at $69M in Q2 2025.
  • 4,704 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.