Mitchell Capital Management’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 | $21M | Buy |
67,837
+1,038
| +2% | +$342K | 3.85% | 5 |
|
|
2025
Q4 | $23.1M | Sell |
66,799
-2,929
| -4% | -$1.05M | 4.13% | 5 |
|
|
2025
Q3 | $23M | Sell |
69,728
-13,280
| -16% | -$4.07M | 3.94% | 5 |
|
|
2025
Q2 | $23.5M | Sell |
83,008
-7,132
| -8% | -$1.55M | 4.4% | 4 |
|
|
2025
Q1 | $15.1M | Sell |
90,140
-776
| -0.9% | -$164K | 2.88% | 9 |
|
|
2024
Q4 | $21.1M | Sell |
90,916
-1,343
| -1% | -$248K | 3.69% | 6 |
|
|
2024
Q3 | $15.9M | Sell |
92,259
-2,081
| -2% | -$334K | 2.78% | 7 |
|
|
2024
Q2 | $15.1M | Buy |
94,340
+900
| +1% | +$126K | 2.67% | 6 |
|
|
2024
Q1 | $12.4M | Buy |
93,440
+10,560
| +13% | +$1.31M | 2.38% | 6 |
|
|
2023
Q4 | $9.25M | Sell |
82,880
-920
| -1% | -$87.1K | 1.95% | 8 |
|
|
2023
Q3 | $6.96M | Buy |
83,800
+620
| +0.7% | +$53.7K | 1.65% | 12 |
|
|
2023
Q2 | $7.21M | Sell |
83,180
-2,570
| -3% | -$183K | 1.65% | 10 |
|
|
2023
Q1 | $5.5M | Sell |
85,750
-4,620
| -5% | -$278K | 1.36% | 16 |
|
|
2022
Q4 | $5.05M | Sell |
90,370
-1,020
| -1% | -$51.1K | 1.4% | 18 |
|
|
2022
Q3 | $4.06M | Buy |
91,390
+370
| +0.4% | +$18.9K | 1.15% | 20 |
|
|
2022
Q2 | $4.42M | Sell |
91,020
-750
| -0.8% | -$42.1K | 1.24% | 19 |
|
|
2022
Q1 | $5.78M | Buy |
91,770
+870
| +1% | +$51.7K | 1.29% | 14 |
|
|
2021
Q4 | $6.05M | Sell |
90,900
-2,260
| -2% | -$127K | 1.23% | 18 |
|
|
2021
Q3 | $4.52M | Sell |
93,160
-2,110
| -2% | -$103K | 1.01% | 29 |
|
|
2021
Q2 | $4.54M | Sell |
95,270
-1,470
| -2% | -$68.1K | 1% | 27 |
|
|
2021
Q1 | $4.49M | Sell |
96,740
-6,470
| -6% | -$299K | 1.09% | 26 |
|
|
2020
Q4 | $4.52M | Buy |
103,210
+550
| +0.5% | +$21.4K | 1.13% | 23 |
|
|
2020
Q3 | $3.74M | Sell |
102,660
-2,380
| -2% | -$79.7K | 1.09% | 25 |
|
|
2020
Q2 | $3.31M | Sell |
105,040
-1,380
| -1% | -$38.6K | 1.07% | 27 |
|
|
2020
Q1 | $2.52M | Sell |
106,420
-5,110
| -5% | -$144K | 0.98% | 31 |
|
|
2019
Q4 | $3.52M | Sell |
111,530
-6,630
| -6% | -$201K | 1.12% | 24 |
|
|
2019
Q3 | $3.26M | Sell |
118,160
-68,330
| -37% | -$1.94M | 1.1% | 29 |
|
|
2019
Q2 | $5.37M | Sell |
186,490
-10,360
| -5% | -$302K | 1.8% | 14 |
|
|
2019
Q1 | $5.92M | Sell |
196,850
-77,040
| -28% | -$2.09M | 2.09% | 15 |
|
|
2018
Q4 | $6.96M | Sell |
273,890
-12,090
| -4% | -$285K | 2.94% | 8 |
|
|
2018
Q3 | $7.06M | Sell |
285,980
-17,100
| -6% | -$383K | 2.29% | 13 |
|
|
2018
Q2 | $7.35M | Sell |
303,080
-9,710
| -3% | -$238K | 2.66% | 12 |
|
|
2018
Q1 | $7.37M | Buy |
312,790
+870
| +0.3% | +$21.9K | 2.66% | 10 |
|
|
2017
Q4 | $8.01M | Sell |
311,920
-5,090
| -2% | -$132K | 2.82% | 9 |
|
|
2017
Q3 | $7.69M | Sell |
317,010
-9,100
| -3% | -$225K | 2.8% | 9 |
|
|
2017
Q2 | $7.6M | Sell |
326,110
-4,000
| -1% | -$92.8K | 2.91% | 10 |
|
|
2017
Q1 | $7.23M | Sell |
330,110
-1,670
| -0.5% | -$34.4K | 2.69% | 7 |
|
|
2016
Q4 | $5.87M | Sell |
331,780
-16,150
| -5% | -$280K | 2.23% | 17 |
|
|
2016
Q3 | $6M | Buy |
+347,930
| New | +$5.82M | 2.25% | 18 |
|
Other funds holding AVGO
VCM
VPM
Mitchell Capital Management's AVGO Position: Q1 2026 in Review
Mitchell Capital Management increased its Broadcom (AVGO) stake by 1.6% in Q1 2026, buying an estimated $342K and bringing the position to 67,837 shares worth $21M. The position accounts for 3.85% of the portfolio, ranked #5.
Mitchell Capital Management first reported a position in AVGO in Q3 2016 and has held it in 39 quarters since. The position peaked at $23.5M in Q2 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Mitchell Capital Management held 67,837 shares of Broadcom worth $21M as of Q1 2026.
- Mitchell Capital Management bought 1,038 Broadcom shares in Q1 2026, an estimated $342K.
- Broadcom made up 3.85% of Mitchell Capital Management's portfolio in Q1 2026, its #5 holding.
- Mitchell Capital Management first reported a position in Broadcom in Q3 2016 and has held it in 39 quarters since.
- Mitchell Capital Management's Broadcom position peaked at $23.5M in Q2 2025.
- 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Mitchell Capital Management's 13F filing for Q1 2026, filed 11 May 2026.