MAM
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Milestone Asset Management’s Broadcom AVGO Stock Holding History

Milestone Asset 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
2026
Q2 		$765K Buy
2,024
+64
+3% +$25.7K 0.12% 155
2026
Q1 		$607K Sell
1,960
-12,056
-86% -$3.97M 0.11% 157
2025
Q4 		$4.85M Buy
14,016
+12,826
+1,078% +$4.59M 0.92% 30
2025
Q3 		$393K Buy
1,190
+92
+8% +$28.2K 0.07% 172
2025
Q2 		$303K Sell
1,098
-3,527
-76% -$766K 0.06% 175
2025
Q1 		$774K Sell
4,625
-21
-0.5% -$4.45K 0.16% 106
2024
Q4 		$1.08M Buy
4,646
+91
+2% +$16.8K 0.24% 97
2024
Q3 		$786K Buy
+4,555
New +$730K 0.18% 105

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 $3.37T AUM 44.26% 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

Milestone Asset Management's AVGO Position: Q2 2026 in Review

Milestone Asset Management increased its Broadcom (AVGO) stake by 3.3% in Q2 2026, buying an estimated $25.7K and bringing the position to 2,024 shares worth $765K. The position accounts for 0.12% of the portfolio, ranked #155.

Milestone Asset Management first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.85M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Milestone Asset Management held 2,024 shares of Broadcom worth $765K as of Q2 2026.
  • Milestone Asset Management bought 64 Broadcom shares in Q2 2026, an estimated $25.7K.
  • Broadcom made up 0.12% of Milestone Asset Management's portfolio in Q2 2026, its #155 holding.
  • Milestone Asset Management first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • Milestone Asset Management's Broadcom position peaked at $4.85M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.