MAS
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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
Q2 		$58K Sell
154
-100
-39% -$40.1K 0.03% 190
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MPWM Advisory Solutions's AVGO Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Broadcom (AVGO) stake by 39% in Q2 2026, selling an estimated $40.1K and leaving 154 shares worth $58K. The position accounts for 0.03% of the portfolio, ranked #190.

MPWM Advisory Solutions first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $78.5K in Q1 2026. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • MPWM Advisory Solutions held 154 shares of Broadcom worth $58K as of Q2 2026.
  • MPWM Advisory Solutions sold 100 Broadcom shares in Q2 2026, an estimated $40.1K.
  • Broadcom made up 0.03% of MPWM Advisory Solutions's portfolio in Q2 2026, its #190 holding.
  • MPWM Advisory Solutions first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Broadcom position peaked at $78.5K in Q1 2026.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.