Michels Family Financial’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$245K Buy
793
+48
+6% +$15.8K 0.18% 124
2025
Q4
$258K Buy
745
+112
+18% +$40.1K 0.19% 123
2025
Q3
$209K Buy
+633
New +$194K 0.16% 134

Other funds holding AVGO

Michels Family Financial's AVGO Position: Q1 2026 in Review

Michels Family Financial increased its Broadcom (AVGO) stake by 6.4% in Q1 2026, buying an estimated $15.8K and bringing the position to 793 shares worth $245K. The position accounts for 0.18% of the portfolio, ranked #124.

Michels Family Financial first reported a position in AVGO in Q3 2025 and has held it in 3 quarters since. The position peaked at $258K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Michels Family Financial held 793 shares of Broadcom worth $245K as of Q1 2026.
  • Michels Family Financial bought 48 Broadcom shares in Q1 2026, an estimated $15.8K.
  • Broadcom made up 0.18% of Michels Family Financial's portfolio in Q1 2026, its #124 holding.
  • Michels Family Financial first reported a position in Broadcom in Q3 2025 and has held it in 3 quarters since.
  • Michels Family Financial's Broadcom position peaked at $258K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.