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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
Q3 		$215K Sell
613
-190
-24% -$71.5K 0.14% 33
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

MJT & Associates Financial Advisory's AVGO Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Broadcom (AVGO) stake by 24% in Q3 2026, selling an estimated $71.5K and leaving 613 shares worth $215K. The position accounts for 0.14% of the portfolio, ranked #33.

MJT & Associates Financial Advisory first reported a position in AVGO in Q1 2025 and has held it in 7 quarters since. The position peaked at $303K in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • MJT & Associates Financial Advisory held 613 shares of Broadcom worth $215K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 190 Broadcom shares in Q3 2026, an estimated $71.5K.
  • Broadcom made up 0.14% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #33 holding.
  • MJT & Associates Financial Advisory first reported a position in Broadcom in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Broadcom position peaked at $303K in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.