Murphy & Mullick Capital Management’s Broadcom AVGO Stock Holding History

Murphy & Mullick Capital 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	$3.7M	Sell	11,942 -1,929	-14%	-$635K	2.73%	4
2025 Q4	$4.8M	Sell	13,871 -72	-0.5%	-$25.7K	3.46%	3
2025 Q3	$4.66M	Buy	13,943 +84	+0.6%	+$25.8K	3.46%	3
2025 Q2	$4.05M	Buy	13,859 +485	+4%	+$105K	3.29%	2
2025 Q1	$2.24M	Sell	13,374 -33	-0.2%	-$6.98K	2.17%	7
2024 Q4	$3.11M	Buy	+13,407	New	+$2.48M	2.86%	5

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

Murphy & Mullick Capital Management's AVGO Position: Q1 2026 in Review

Murphy & Mullick Capital Management reduced its Broadcom (AVGO) stake by 14% in Q1 2026, selling an estimated $635K and leaving 11,942 shares worth $3.7M. The position accounts for 2.73% of the portfolio, ranked #4.

Murphy & Mullick Capital Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.8M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Murphy & Mullick Capital Management held 11,942 shares of Broadcom worth $3.7M as of Q1 2026.
Murphy & Mullick Capital Management sold 1,929 Broadcom shares in Q1 2026, an estimated $635K.
Broadcom made up 2.73% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #4 holding.
Murphy & Mullick Capital Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
Murphy & Mullick Capital Management's Broadcom position peaked at $4.8M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.