Morgan Stanley’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 | $23.5B | Buy |
75,935,152
+2,970,396
| +4% | +$977M | 1.42% | 7 |
|
|
2025
Q4 | $25.3B | Sell |
72,964,756
-43,822
| -0.1% | -$15.7M | 1.51% | 6 |
|
|
2025
Q3 | $24.1B | Sell |
73,008,578
-724,893
| -1% | -$222M | 1.46% | 8 |
|
|
2025
Q2 | $20.3B | Sell |
73,733,471
-2,699,228
| -4% | -$586M | 1.32% | 8 |
|
|
2025
Q1 | $12.8B | Buy |
76,432,699
+1,043,937
| +1% | +$221M | 0.92% | 12 |
|
|
2024
Q4 | $17.5B | Buy |
75,388,762
+4,192,808
| +6% | +$775M | 1.22% | 9 |
|
|
2024
Q3 | $12.3B | Sell |
71,195,954
-606,966
| -0.8% | -$97.3M | 0.89% | 13 |
|
|
2024
Q2 | $11.5B | Buy |
71,802,920
+8,280,920
| +13% | +$1.16B | 0.89% | 13 |
|
|
2024
Q1 | $8.42B | Sell |
63,522,000
-64,243,140
| -50% | -$7.96B | 0.68% | 17 |
|
|
2023
Q4 | $14.3B | Buy |
127,765,140
+68,559,140
| +116% | +$6.49B | 0.63% | 21 |
|
|
2023
Q3 | $4.92B | Sell |
59,206,000
-810,030
| -1% | -$70.2M | 0.5% | 32 |
|
|
2023
Q2 | $5.21B | Buy |
60,016,030
+2,386,450
| +4% | +$170M | 0.51% | 29 |
|
|
2023
Q1 | $3.7B | Sell |
57,629,580
-1,159,160
| -2% | -$69.7M | 0.4% | 43 |
|
|
2022
Q4 | $3.29B | Buy |
58,788,740
+6,510,140
| +12% | +$326M | 0.37% | 47 |
|
|
2022
Q3 | $2.32B | Sell |
52,278,600
-1,081,920
| -2% | -$55.3M | 0.32% | 59 |
|
|
2022
Q2 | $2.59B | Buy |
53,360,520
+15,220,290
| +40% | +$854M | 0.34% | 56 |
|
|
2022
Q1 | $2.4B | Sell |
38,140,230
-5,778,590
| -13% | -$343M | 0.32% | 66 |
|
|
2021
Q4 | $2.92B | Buy |
43,918,820
+10,369,560
| +31% | +$583M | 0.36% | 53 |
|
|
2021
Q3 | $1.63B | Buy |
33,549,260
+4,362,500
| +15% | +$212M | 0.22% | 110 |
|
|
2021
Q2 | $1.39B | Sell |
29,186,760
-4,210,070
| -13% | -$195M | 0.18% | 130 |
|
|
2021
Q1 | $1.55B | Buy |
33,396,830
+4,000,460
| +14% | +$185M | 0.23% | 105 |
|
|
2020
Q4 | $1.29B | Buy |
29,396,370
+266,570
| +0.9% | +$10.4M | 0.2% | 118 |
|
|
2020
Q3 | $1.06B | Buy |
29,129,800
+2,429,220
| +9% | +$81.4M | 0.21% | 116 |
|
|
2020
Q2 | $843M | Buy |
26,700,580
+7,120,300
| +36% | +$199M | 0.19% | 126 |
|
|
2020
Q1 | $464M | Buy |
19,580,280
+3,271,530
| +20% | +$92.2M | 0.13% | 159 |
|
|
2019
Q4 | $515M | Buy |
16,308,750
+2,509,140
| +18% | +$76.2M | 0.12% | 164 |
|
|
2019
Q3 | $381M | Sell |
13,799,610
-2,255,050
| -14% | -$64.1M | 0.1% | 195 |
|
|
2019
Q2 | $462M | Sell |
16,054,660
-3,203,950
| -17% | -$93.4M | 0.12% | 162 |
|
|
2019
Q1 | $579M | Sell |
19,258,610
-1,183,720
| -6% | -$32.1M | 0.16% | 136 |
|
|
2018
Q4 | $520M | Sell |
20,442,330
-22,524,670
| -52% | -$532M | 0.16% | 142 |
|
|
2018
Q3 | $1.06B | Buy |
42,967,000
+23,583,290
| +122% | +$529M | 0.27% | 83 |
|
|
2018
Q2 | $470M | Sell |
19,383,710
-4,010,530
| -17% | -$98.3M | 0.13% | 165 |
|
|
2018
Q1 | $551M | Sell |
23,394,240
-3,016,130
| -11% | -$75.9M | 0.15% | 137 |
|
|
2017
Q4 | $678M | Buy |
26,410,370
+3,099,330
| +13% | +$80.6M | 0.19% | 116 |
|
|
2017
Q3 | $565M | Sell |
23,311,040
-570,980
| -2% | -$14.1M | 0.17% | 132 |
|
|
2017
Q2 | $557M | Buy |
23,882,020
+379,350
| +2% | +$8.8M | 0.17% | 138 |
|
|
2017
Q1 | $515M | Sell |
23,502,670
-1,922,730
| -8% | -$39.6M | 0.16% | 139 |
|
|
2016
Q4 | $449M | Buy |
25,425,400
+2,761,380
| +12% | +$47.8M | 0.15% | 149 |
|
|
2016
Q3 | $391M | Buy |
22,664,020
+3,101,370
| +16% | +$51.9M | 0.13% | 159 |
|
|
2016
Q2 | $304M | Buy |
19,562,650
+1,206,590
| +7% | +$18.4M | 0.11% | 203 |
|
|
2016
Q1 | $284M | Buy |
18,356,060
+5,008,430
| +38% | +$67.7M | 0.11% | 203 |
|
|
2015
Q4 | $194M | Buy |
13,347,630
+394,630
| +3% | +$5.13M | 0.07% | 300 |
|
|
2015
Q3 | $162M | Buy |
12,953,000
+293,990
| +2% | +$3.71M | 0.06% | 335 |
|
|
2015
Q2 | $168M | Sell |
12,659,010
-3,527,050
| -22% | -$46.2M | 0.06% | 351 |
|
|
2015
Q1 | $206M | Buy |
16,186,060
+393,340
| +2% | +$4.51M | 0.08% | 291 |
|
|
2014
Q4 | $159M | Buy |
15,792,720
+2,548,210
| +19% | +$22.8M | 0.06% | 362 |
|
|
2014
Q3 | $115M | Sell |
13,244,510
-1,695,690
| -11% | -$13.2M | 0.04% | 465 |
|
|
2014
Q2 | $108M | Buy |
14,940,200
+4,330,030
| +41% | +$29.1M | 0.04% | 484 |
|
|
2014
Q1 | $68.3M | Sell |
10,610,170
-3,447,830
| -25% | -$20.2M | 0.03% | 610 |
|
|
2013
Q4 | $74.3M | Buy |
14,058,000
+6,831,990
| +95% | +$31.4M | 0.03% | 561 |
|
|
2013
Q3 | $31.1M | Sell |
7,226,010
-311,960
| -4% | -$1.2M | 0.01% | 931 |
|
|
2013
Q2 | $28.2M | Buy |
+7,537,970
| New | +$26.3M | 0.01% | 943 |
|
Other funds holding AVGO
VCM
VPM
Morgan Stanley's AVGO Position: Q1 2026 in Review
Morgan Stanley increased its Broadcom (AVGO) stake by 4.1% in Q1 2026, buying an estimated $977M and bringing the position to 75,935,152 shares worth $23.5B. The position accounts for 1.42% of the portfolio, ranked #7.
Morgan Stanley first reported a position in AVGO in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.3B in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Morgan Stanley held 75,935,152 shares of Broadcom worth $23.5B as of Q1 2026.
- Morgan Stanley bought 2,970,396 Broadcom shares in Q1 2026, an estimated $977M.
- Broadcom made up 1.42% of Morgan Stanley's portfolio in Q1 2026, its #7 holding.
- Morgan Stanley first reported a position in Broadcom in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Broadcom position peaked at $25.3B in Q4 2025.
- 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.