Mount Yale Investment Advisors’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 | $51.3M | Buy |
165,864
+86,930
| +110% | +$28.6M | 1.19% | 10 |
|
|
2025
Q4 | $27.3M | Buy |
78,934
+2,536
| +3% | +$907K | 1.31% | 12 |
|
|
2025
Q3 | $25.2M | Buy |
76,398
+45,676
| +149% | +$14M | 1.76% | 6 |
|
|
2025
Q2 | $8.47M | Buy |
30,722
+5
| +0% | +$1.09K | 0.66% | 24 |
|
|
2025
Q1 | $5.14M | Sell |
30,717
-5,624
| -15% | -$1.19M | 0.44% | 33 |
|
|
2024
Q4 | $8.43M | Sell |
36,341
-2,533
| -7% | -$468K | 0.68% | 21 |
|
|
2024
Q3 | $6.71M | Buy |
38,874
+15,384
| +65% | +$2.47M | 0.64% | 18 |
|
|
2024
Q2 | $3.77M | Sell |
23,490
-230
| -1% | -$32.2K | 0.3% | 71 |
|
|
2024
Q1 | $3.14M | Buy |
23,720
+420
| +2% | +$52K | 0.24% | 89 |
|
|
2023
Q4 | $2.6M | Buy |
23,300
+2,650
| +13% | +$251K | 0.25% | 97 |
|
|
2023
Q3 | $1.72M | Sell |
20,650
-1,560
| -7% | -$135K | 0.19% | 123 |
|
|
2023
Q2 | $1.93M | Buy |
22,210
+8,770
| +65% | +$625K | 0.2% | 111 |
|
|
2023
Q1 | $862K | Buy |
13,440
+6,890
| +105% | +$415K | 0.1% | 214 |
|
|
2022
Q4 | $366K | Sell |
6,550
-2,890
| -31% | -$145K | 0.04% | 325 |
|
|
2022
Q3 | $419K | Buy |
9,440
+3,550
| +60% | +$181K | 0.06% | 293 |
|
|
2022
Q2 | $286K | Sell |
5,890
-100
| -2% | -$5.61K | 0.04% | 362 |
|
|
2022
Q1 | $377K | Sell |
5,990
-1,060
| -15% | -$63K | 0.04% | 330 |
|
|
2021
Q4 | $469K | Hold |
7,050
| – | – | 0.05% | 306 |
|
|
2021
Q3 | $342K | Sell |
7,050
-30
| -0.4% | -$1.46K | 0.04% | 330 |
|
|
2021
Q2 | $338K | Buy |
7,080
+250
| +4% | +$11.6K | 0.04% | 301 |
|
|
2021
Q1 | $317K | Buy |
6,830
+640
| +10% | +$29.6K | 0.04% | 300 |
|
|
2020
Q4 | $271K | Sell |
6,190
-450
| -7% | -$17.5K | 0.04% | 316 |
|
|
2020
Q3 | $242K | Sell |
6,640
-20,710
| -76% | -$694K | 0.03% | 300 |
|
|
2020
Q2 | $863K | Sell |
27,350
-2,930
| -10% | -$82K | 0.15% | 143 |
|
|
2020
Q1 | $718K | Sell |
30,280
-710
| -2% | -$20K | 0.16% | 130 |
|
|
2019
Q4 | $946K | Buy |
30,990
+430
| +1% | +$13.1K | 0.16% | 124 |
|
|
2019
Q3 | $964K | Buy |
30,560
+2,570
| +9% | +$73.1K | 0.17% | 118 |
|
|
2019
Q2 | $756K | Sell |
27,990
-260
| -0.9% | -$7.58K | 0.14% | 128 |
|
|
2019
Q1 | $850K | Buy |
28,250
+1,110
| +4% | +$30.1K | 0.16% | 120 |
|
|
2018
Q4 | $748K | Sell |
27,140
-2,650
| -9% | -$62.5K | 0.15% | 132 |
|
|
2018
Q3 | $698K | Sell |
29,790
-53,170
| -64% | -$1.19M | 0.12% | 137 |
|
|
2018
Q2 | $2.01M | Sell |
82,960
-1,000
| -1% | -$24.5K | 0.38% | 62 |
|
|
2018
Q1 | $1.98M | Buy |
+83,960
| New | +$2.11M | 0.42% | 58 |
|
Other funds holding AVGO
VCM
VPM
Mount Yale Investment Advisors's AVGO Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Broadcom (AVGO) stake by 110% in Q1 2026, buying an estimated $28.6M and bringing the position to 165,864 shares worth $51.3M. The position accounts for 1.19% of the portfolio, ranked #10.
Mount Yale Investment Advisors first reported a position in AVGO in Q1 2018 and has held it in 33 quarters since. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Mount Yale Investment Advisors held 165,864 shares of Broadcom worth $51.3M as of Q1 2026.
- Mount Yale Investment Advisors bought 86,930 Broadcom shares in Q1 2026, an estimated $28.6M.
- Broadcom made up 1.19% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #10 holding.
- Mount Yale Investment Advisors first reported a position in Broadcom in Q1 2018 and has held it in 33 quarters since.
- 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.