MJP Associates’s Broadcom AVGO Stock Holding History

MJP Associates’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	$3M	Buy	9,699 +385	+4%	+$127K	0.36%	40
2025 Q4	$3.22M	Buy	9,314 +2,005	+27%	+$717K	0.4%	32
2025 Q3	$2.41M	Buy	7,309 +468	+7%	+$144K	0.32%	33
2025 Q2	$1.89M	Buy	6,841 +440	+7%	+$95.5K	0.28%	38
2025 Q1	$1.07M	Buy	6,401 +154	+2%	+$32.6K	0.19%	55
2024 Q4	$1.45M	Buy	6,247 +77	+1%	+$14.2K	0.26%	44
2024 Q3	$1.06M	Buy	6,170 +1,710	+38%	+$274K	0.2%	61
2024 Q2	$717K	Buy	4,460 +950	+27%	+$133K	0.15%	77
2024 Q1	$466K	Buy	+3,510	New	+$435K	0.1%	113
2023 Q4	–	Sell	-2,600	Closed	-$216K	–	182
2023 Q3	$216K	Sell	2,600 -3,760	-59%	-$326K	0.06%	152
2023 Q2	$551K	Buy	+6,360	New	+$454K	0.18%	65

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

MJP Associates's AVGO Position: Q1 2026 in Review

MJP Associates increased its Broadcom (AVGO) stake by 4.1% in Q1 2026, buying an estimated $127K and bringing the position to 9,699 shares worth $3M. The position accounts for 0.36% of the portfolio, ranked #40.

MJP Associates first reported a position in AVGO in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.22M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

MJP Associates held 9,699 shares of Broadcom worth $3M as of Q1 2026.
MJP Associates bought 385 Broadcom shares in Q1 2026, an estimated $127K.
Broadcom made up 0.36% of MJP Associates's portfolio in Q1 2026, its #40 holding.
MJP Associates first reported a position in Broadcom in Q2 2023 and has held it in 11 quarters since.
MJP Associates's Broadcom position peaked at $3.22M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.