Murray Stahl’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$273K Sell
722
-177
-20% -$71K ﹤0.01% 270
2026
Q1
$278K Sell
899
-308
-26% -$101K ﹤0.01% 273
2025
Q4
$418K Hold
1,207
0.01% 240
2025
Q3
$398K Sell
1,207
-241
-17% -$73.9K ﹤0.01% 252
2025
Q2
$399K Buy
+1,448
New +$314K ﹤0.01% 265

Other funds holding AVGO

Murray Stahl's AVGO Position: Q2 2026 in Review

Murray Stahl reduced its Broadcom (AVGO) stake by 20% in Q2 2026, selling an estimated $71K and leaving 722 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Murray Stahl first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $418K in Q4 2025. 4,814 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Murray Stahl held 722 shares of Broadcom worth $273K as of Q2 2026.
  • Murray Stahl sold 177 Broadcom shares in Q2 2026, an estimated $71K.
  • Broadcom made up ﹤0.01% of Murray Stahl's portfolio in Q2 2026, its #270 holding.
  • Murray Stahl first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Murray Stahl's Broadcom position peaked at $418K in Q4 2025.
  • 4,814 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.