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MJT & Associates Financial Advisory’s Broadcom AVGO Stock Holding History

MJT & Associates Financial Advisory’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 		$303K Buy
803
+32
+4% +$12.8K 0.2% 35
2026
Q1 		$238K Buy
771
+11
+1% +$3.62K 0.18% 37
2025
Q4 		$263K Buy
760
+11
+1% +$3.93K 0.2% 36
2025
Q3 		$247K Buy
749
+1
+0.1% +$307 0.2% 33
2025
Q2 		$206K Buy
748
+193
+35% +$41.9K 0.26% 38
2025
Q1 		$92.9K Buy
+555
New +$117K 0.09% 83

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

MJT & Associates Financial Advisory's AVGO Position: Q2 2026 in Review

MJT & Associates Financial Advisory increased its Broadcom (AVGO) stake by 4.2% in Q2 2026, buying an estimated $12.8K and bringing the position to 803 shares worth $303K. The position accounts for 0.2% of the portfolio, ranked #35.

MJT & Associates Financial Advisory first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • MJT & Associates Financial Advisory held 803 shares of Broadcom worth $303K as of Q2 2026.
  • MJT & Associates Financial Advisory bought 32 Broadcom shares in Q2 2026, an estimated $12.8K.
  • Broadcom made up 0.2% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #35 holding.
  • MJT & Associates Financial Advisory first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.