Mill Capital Management’s Broadcom AVGO Stock Holding History

Mill Capital 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 Q1	$578K	Hold	1,868	–	–	0.04%	93
2025 Q4	$647K	Buy	1,868 +118	+7%	+$42.2K	0.05%	88
2025 Q3	$577K	Hold	1,750	–	–	0.04%	89
2025 Q2	$482K	Hold	1,750	–	–	0.04%	94
2025 Q1	$293K	Hold	1,750	–	–	0.02%	104
2024 Q4	$406K	Hold	1,750	–	–	0.03%	95
2024 Q3	$302K	Hold	1,750	–	–	0.02%	102
2024 Q2	$281K	Hold	1,750	–	–	0.02%	104
2024 Q1	$232K	Sell	1,750 -400	-19%	-$49.6K	0.02%	107
2023 Q4	$240K	Buy	+2,150	New	+$204K	0.02%	105

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mill Capital Management's AVGO Position: Q1 2026 in Review

Mill Capital Management held its Broadcom (AVGO) position steady in Q1 2026 at 1,868 shares worth $578K. The position accounts for 0.04% of the portfolio, ranked #93.

Mill Capital Management first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $647K in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Mill Capital Management held 1,868 shares of Broadcom worth $578K as of Q1 2026.
Mill Capital Management left its Broadcom share count unchanged in Q1 2026.
Broadcom made up 0.04% of Mill Capital Management's portfolio in Q1 2026, its #93 holding.
Mill Capital Management first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Mill Capital Management's Broadcom position peaked at $647K in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Mill Capital Management's 13F filing for Q1 2026, filed 4 May 2026.