MIM
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Moseley Investment Management’s Broadcom AVGO Stock Holding History

Moseley Investment Management’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 		$9.94M Sell
32,126
-757
-2% -$249K 3.17% 8
2025
Q4 		$11.4M Sell
32,883
-1,130
-3% -$404K 3.52% 5
2025
Q3 		$11.2M Sell
34,013
-354
-1% -$109K 3.41% 5
2025
Q2 		$9.47M Buy
34,367
+1,020
+3% +$221K 3.26% 8
2025
Q1 		$5.58M Sell
33,347
-10,778
-24% -$2.28M 2.18% 12
2024
Q4 		$10.2M Sell
44,125
-389
-0.9% -$71.9K 3.99% 5
2024
Q3 		$7.68M Sell
44,514
-1,166
-3% -$187K 3.06% 8
2024
Q2 		$7.33M Sell
45,680
-1,020
-2% -$143K 3.4% 7
2024
Q1 		$6.19M Buy
46,700
+300
+0.6% +$37.2K 3.07% 8
2023
Q4 		$5.18M Sell
46,400
-20
-0% -$1.89K 2.88% 9
2023
Q3 		$3.86M Sell
46,420
-130
-0.3% -$11.3K 2.3% 10
2023
Q2 		$4.04M Buy
46,550
+1,930
+4% +$138K 2.36% 10
2023
Q1 		$2.86M Hold
44,620
– – 1.86% 13
2022
Q4 		$2.49M Buy
44,620
+13,310
+43% +$667K 1.79% 15
2022
Q3 		$1.39M Buy
31,310
+3,420
+12% +$175K 1.02% 27
2022
Q2 		$1.35M Buy
27,890
+1,150
+4% +$64.5K 0.95% 32
2022
Q1 		$1.68M Sell
26,740
-160
-0.6% -$9.5K 0.91% 32
2021
Q4 		$1.79M Buy
26,900
+1,300
+5% +$73.1K 0.81% 37
2021
Q3 		$1.25M Buy
25,600
+1,030
+4% +$50.1K 0.62% 46
2021
Q2 		$1.17M Sell
24,570
-1,970
-7% -$91.3K 0.58% 52
2021
Q1 		$1.23M Buy
26,540
+810
+3% +$37.5K 0.68% 43
2020
Q4 		$1.13M Sell
25,730
-600
-2% -$23.4K 0.65% 47
2020
Q3 		$959K Buy
26,330
+970
+4% +$32.5K 0.68% 44
2020
Q2 		$800K Buy
25,360
+2,990
+13% +$83.7K 0.66% 44
2020
Q1 		$530K Sell
22,370
-370
-2% -$10.4K 0.62% 54
2019
Q4 		$719K Sell
22,740
-850
-4% -$25.8K 0.71% 47
2019
Q3 		$651K Sell
23,590
-500
-2% -$14.2K 0.68% 49
2019
Q2 		$694K Buy
24,090
+6,580
+38% +$192K 0.65% 48
2019
Q1 		$527K Buy
+17,510
New +$475K 0.55% 55

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Moseley Investment Management's AVGO Position: Q1 2026 in Review

Moseley Investment Management reduced its Broadcom (AVGO) stake by 2.3% in Q1 2026, selling an estimated $249K and leaving 32,126 shares worth $9.94M. The position accounts for 3.17% of the portfolio, ranked #8.

Moseley Investment Management first reported a position in AVGO in Q1 2019 and has held it in 29 quarters since. The position peaked at $11.4M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Moseley Investment Management held 32,126 shares of Broadcom worth $9.94M as of Q1 2026.
  • Moseley Investment Management sold 757 Broadcom shares in Q1 2026, an estimated $249K.
  • Broadcom made up 3.17% of Moseley Investment Management's portfolio in Q1 2026, its #8 holding.
  • Moseley Investment Management first reported a position in Broadcom in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's Broadcom position peaked at $11.4M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.