MAS
AVGO icon

MPWM Advisory Solutions’s Broadcom AVGO Stock Holding History

MPWM Advisory Solutions’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 		$78.5K Buy
254
+120
+90% +$39.5K 0.04% 155
2025
Q4 		$46.4K Buy
134
+33
+33% +$11.8K 0.03% 186
2025
Q3 		$33.2K Hold
101
– – 0.02% 200
2025
Q2 		$27.7K Sell
101
-9
-8% -$1.95K 0.02% 208
2025
Q1 		$18.5K Sell
110
-50
-31% -$10.6K 0.01% 249
2024
Q4 		$37.1K Buy
+160
New +$29.6K 0.03% 178

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

MPWM Advisory Solutions's AVGO Position: Q1 2026 in Review

MPWM Advisory Solutions increased its Broadcom (AVGO) stake by 90% in Q1 2026, buying an estimated $39.5K and bringing the position to 254 shares worth $78.5K. The position accounts for 0.04% of the portfolio, ranked #155.

MPWM Advisory Solutions first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,665 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • MPWM Advisory Solutions held 254 shares of Broadcom worth $78.5K as of Q1 2026.
  • MPWM Advisory Solutions bought 120 Broadcom shares in Q1 2026, an estimated $39.5K.
  • Broadcom made up 0.04% of MPWM Advisory Solutions's portfolio in Q1 2026, its #155 holding.
  • MPWM Advisory Solutions first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,665 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.