MC
AVGO icon

MIG Capital’s Broadcom AVGO Stock Holding History

MIG Capital’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 		$27.8M Sell
80,320
-18,461
-19% -$6.6M 4.72% 9
2025
Q3 		$32.6M Buy
98,781
+87,248
+757% +$26.8M 4.73% 7
2025
Q2 		$3.18M Buy
11,533
+7,843
+213% +$1.7M 0.33% 32
2025
Q1 		$618K Buy
3,690
+2,154
+140% +$456K 0.08% 43
2024
Q4 		$356K Buy
+1,536
New +$284K 0.04% 27

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

MIG Capital's AVGO Position: Q4 2025 in Review

MIG Capital reduced its Broadcom (AVGO) stake by 19% in Q4 2025, selling an estimated $6.6M and leaving 80,320 shares worth $27.8M. The position accounts for 4.72% of the portfolio, ranked #9.

MIG Capital first reported a position in AVGO in Q4 2024 and has held it in 5 quarters since. The position peaked at $32.6M in Q3 2025. 4,702 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

  • MIG Capital held 80,320 shares of Broadcom worth $27.8M as of Q4 2025.
  • MIG Capital sold 18,461 Broadcom shares in Q4 2025, an estimated $6.6M.
  • Broadcom made up 4.72% of MIG Capital's portfolio in Q4 2025, its #9 holding.
  • MIG Capital first reported a position in Broadcom in Q4 2024 and has held it in 5 quarters since.
  • MIG Capital's Broadcom position peaked at $32.6M in Q3 2025.
  • 4,702 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on MIG Capital's 13F filing for Q4 2025, filed 17 Feb 2026.