MWM
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MGB Wealth Management’s Broadcom AVGO Stock Holding History

MGB Wealth 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 		$10.9M Sell
31,511
-553
-2% -$198K 3.13% 5
2025
Q3 		$10.6M Sell
32,064
-2,744
-8% -$842K 2.98% 4
2025
Q2 		$9.54M Sell
34,808
-2,782
-7% -$604K 3.14% 5
2025
Q1 		$6.31M Sell
37,590
-206
-0.5% -$43.6K 2.28% 8
2024
Q4 		$8.81M Buy
37,796
+511
+1% +$94.5K 2.73% 4
2024
Q3 		$6.43M Buy
37,285
+45
+0.1% +$7.21K 2.33% 8
2024
Q2 		$6.34M Buy
37,240
+60
+0.2% +$8.41K 2.37% 8
2024
Q1 		$4.93M Hold
37,180
– – 2% 8
2023
Q4 		$4.15M Buy
+37,180
New +$3.52M 2.09% 6

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

MGB Wealth Management's AVGO Position: Q4 2025 in Review

MGB Wealth Management reduced its Broadcom (AVGO) stake by 1.7% in Q4 2025, selling an estimated $198K and leaving 31,511 shares worth $10.9M. The position accounts for 3.13% of the portfolio, ranked #5.

MGB Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 9 quarters since. 4,701 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

  • MGB Wealth Management held 31,511 shares of Broadcom worth $10.9M as of Q4 2025.
  • MGB Wealth Management sold 553 Broadcom shares in Q4 2025, an estimated $198K.
  • Broadcom made up 3.13% of MGB Wealth Management's portfolio in Q4 2025, its #5 holding.
  • MGB Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 9 quarters since.
  • 4,701 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.