AIS
AVGO icon

AM Investment Strategies’s Broadcom AVGO Stock Holding History

AM Investment Strategies’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 		$284K Buy
+753
New +$302K 0.05% 92
2026
Q1 		– Sell
-695
Closed -$241K – 114
2025
Q4 		$241K Sell
695
-50
-7% -$17.9K 0.05% 104
2025
Q3 		$246K Buy
+745
New +$229K 0.05% 99
2025
Q2 		– Sell
-1,263
Closed -$211K – 108
2025
Q1 		$211K Buy
1,263
+61
+5% +$12.9K 0.05% 98
2024
Q4 		$279K Buy
+1,202
New +$222K 0.07% 83

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

AM Investment Strategies's AVGO Position: Q2 2026 in Review

AM Investment Strategies opened a new position in Broadcom (AVGO) in Q2 2026: 753 shares worth $284K. The stake represents 0.05% of the portfolio and ranks #92 among its holdings. This is a return to the name: AM Investment Strategies previously reported a position in AVGO as recently as Q4 2025.

AM Investment Strategies first reported a position in AVGO in Q4 2024 and has held it in 5 quarters since. 2,508 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • AM Investment Strategies held 753 shares of Broadcom worth $284K as of Q2 2026.
  • Broadcom was a new AM Investment Strategies position in Q2 2026.
  • Broadcom made up 0.05% of AM Investment Strategies's portfolio in Q2 2026, its #92 holding.
  • AM Investment Strategies first reported a position in Broadcom in Q4 2024 and has held it in 5 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.