MFF
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Michels Family Financial’s Broadcom AVGO Stock Holding History

Michels Family Financial’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 		$338K Buy
895
+102
+13% +$40.9K 0.22% 113
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

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 $3.38T AUM 44.17% 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

Michels Family Financial's AVGO Position: Q2 2026 in Review

Michels Family Financial increased its Broadcom (AVGO) stake by 13% in Q2 2026, buying an estimated $40.9K and bringing the position to 895 shares worth $338K. The position accounts for 0.22% of the portfolio, ranked #113.

Michels Family Financial first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Michels Family Financial held 895 shares of Broadcom worth $338K as of Q2 2026.
  • Michels Family Financial bought 102 Broadcom shares in Q2 2026, an estimated $40.9K.
  • Broadcom made up 0.22% of Michels Family Financial's portfolio in Q2 2026, its #113 holding.
  • Michels Family Financial first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.