MOTCO’s Broadcom AVGO Stock Holding History

MOTCO’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	$41.3M	Buy	133,509 +9,585	+8%	+$3.15M	3.82%	1
2025 Q4	$42.9M	Sell	123,924 -1,926	-2%	-$689K	3.89%	1
2025 Q3	$41.5M	Sell	125,850 -6,061	-5%	-$1.86M	3.79%	1
2025 Q2	$38.7M	Sell	131,911 -6,597	-5%	-$1.43M	3.71%	1
2025 Q1	$23.2M	Sell	138,508 -14,378	-9%	-$3.04M	2.45%	2
2024 Q4	$35.4M	Sell	152,886 -7,775	-5%	-$1.44M	3.64%	1
2024 Q3	$27.7M	Sell	160,661 -20,159	-11%	-$3.23M	2.77%	1
2024 Q2	$29M	Sell	180,820 -12,840	-7%	-$1.8M	1.71%	9
2024 Q1	$25.7M	Sell	193,660 -18,710	-9%	-$2.32M	1.53%	10
2023 Q4	$23.7M	Sell	212,370 -27,190	-11%	-$2.57M	1.52%	10
2023 Q3	$19.9M	Sell	239,560 -40,850	-15%	-$3.54M	1.36%	12
2023 Q2	$24.3M	Sell	280,410 -18,410	-6%	-$1.31M	1.59%	10
2023 Q1	$19.2M	Sell	298,820 -9,730	-3%	-$585K	1.3%	14
2022 Q4	$17.3M	Sell	308,550 -4,420	-1%	-$222K	1.28%	15
2022 Q3	$13.9M	Sell	312,970 -5,430	-2%	-$277K	1.1%	18
2022 Q2	$15.5M	Sell	318,400 -13,020	-4%	-$731K	1.16%	17
2022 Q1	$20.9M	Sell	331,420 -20,570	-6%	-$1.22M	1.36%	12
2021 Q4	$23.4M	Sell	351,990 -7,730	-2%	-$434K	1.45%	10
2021 Q3	$17.4M	Buy	359,720 +12,540	+4%	+$610K	1.14%	14
2021 Q2	$16.6M	Buy	347,180 +15,140	+5%	+$702K	1.09%	16
2021 Q1	$15.4M	Sell	332,040 -7,680	-2%	-$355K	1.09%	16
2020 Q4	$14.9M	Sell	339,720 -19,180	-5%	-$748K	1.09%	14
2020 Q3	$13.1M	Sell	358,900 -7,000	-2%	-$234K	1.05%	15
2020 Q2	$11.5M	Buy	365,900 +6,760	+2%	+$189K	0.99%	22
2020 Q1	$8.52M	Buy	359,140 +17,110	+5%	+$482K	0.85%	27
2019 Q4	$10.8M	Buy	342,030 +160,930	+89%	+$4.89M	0.91%	26
2019 Q3	$5M	Buy	181,100 +12,520	+7%	+$356K	0.45%	82
2019 Q2	$4.85M	Buy	168,580 +10,460	+7%	+$305K	0.45%	76
2019 Q1	$4.75M	Buy	158,120 +7,500	+5%	+$203K	0.47%	73
2018 Q4	$3.83M	Buy	+150,620	New	+$3.55M	0.42%	84
2018 Q2	–	Sell	-350	Closed	-$8K	–	505
2018 Q1	$8K	Sell	350 -200	-36%	-$5.04K	﹤0.01%	474
2017 Q4	$14K	Buy	550 +200	+57%	+$5.2K	﹤0.01%	430
2017 Q3	$8K	Hold	350	–	–	﹤0.01%	483
2017 Q2	$8K	Hold	350	–	–	﹤0.01%	500
2017 Q1	$8K	Hold	350	–	–	﹤0.01%	505
2016 Q4	$6K	Hold	350	–	–	﹤0.01%	532
2016 Q3	$6K	Hold	350	–	–	﹤0.01%	512
2016 Q2	$5K	Buy	+350	New	+$5.33K	﹤0.01%	450
2015 Q1	–	Sell	-1,060	Closed	-$11K	–	569
2014 Q4	$11K	Hold	1,060	–	–	﹤0.01%	447
2014 Q3	$9K	Hold	1,060	–	–	﹤0.01%	489
2014 Q2	$8K	Hold	1,060	–	–	﹤0.01%	488
2014 Q1	$7K	Hold	1,060	–	–	﹤0.01%	479
2013 Q4	$6K	Sell	1,060 -810	-43%	-$3.73K	﹤0.01%	518
2013 Q3	$8K	Hold	1,870	–	–	﹤0.01%	471
2013 Q2	$7K	Buy	+1,870	New	+$6.52K	﹤0.01%	500

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

MOTCO's AVGO Position: Q1 2026 in Review

MOTCO increased its Broadcom (AVGO) stake by 7.7% in Q1 2026, buying an estimated $3.15M and bringing the position to 133,509 shares worth $41.3M. The position accounts for 3.82% of the portfolio, ranked #1.

MOTCO first reported a position in AVGO in Q2 2013 and has held it in 45 quarters since. The position peaked at $42.9M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

MOTCO held 133,509 shares of Broadcom worth $41.3M as of Q1 2026.
MOTCO bought 9,585 Broadcom shares in Q1 2026, an estimated $3.15M.
Broadcom made up 3.82% of MOTCO's portfolio in Q1 2026, its #1 holding.
MOTCO first reported a position in Broadcom in Q2 2013 and has held it in 45 quarters since.
MOTCO's Broadcom position peaked at $42.9M in Q4 2025.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.