AAM
AVGO icon

AMI Asset Management’s Broadcom AVGO Stock Holding History

AMI Asset 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
Q2 		$92M Sell
243,566
-7,134
-3% -$2.86M 5.3% 4
2026
Q1 		$77.6M Sell
250,700
-7,816
-3% -$2.57M 4.95% 5
2025
Q4 		$89.5M Buy
258,516
+33,627
+15% +$12M 5.07% 4
2025
Q3 		$74.2M Sell
224,889
-3,874
-2% -$1.19M 4.14% 7
2025
Q2 		$63.1M Sell
228,763
-12,867
-5% -$2.79M 3.6% 7
2025
Q1 		$40.5M Sell
241,630
-8,429
-3% -$1.78M 2.37% 18
2024
Q4 		$58M Sell
250,059
-5,126
-2% -$948K 3.09% 10
2024
Q3 		$44M Buy
255,185
+247,105
+3,058% +$39.6M 2.38% 19
2024
Q2 		$1.3M Sell
8,080
-30
-0.4% -$4.2K 0.07% 59
2024
Q1 		$1.07M Sell
8,110
-330
-4% -$40.9K 0.05% 72
2023
Q4 		$942K Sell
8,440
-190
-2% -$18K 0.05% 74
2023
Q3 		$717K Sell
8,630
-50
-0.6% -$4.33K 0.04% 76
2023
Q2 		$753K Sell
8,680
-5,060
-37% -$361K 0.04% 75
2023
Q1 		$881K Sell
13,740
-4,650
-25% -$280K 0.06% 70
2022
Q4 		$1.03M Buy
18,390
+3,280
+22% +$164K 0.07% 71
2022
Q3 		$671K Sell
15,110
-350
-2% -$17.9K 0.05% 72
2022
Q2 		$751K Sell
15,460
-1,100
-7% -$61.7K 0.05% 74
2022
Q1 		$1.04M Buy
16,560
+2,330
+16% +$138K 0.05% 72
2021
Q4 		$947K Buy
14,230
+1,490
+12% +$83.8K 0.05% 77
2021
Q3 		$618K Buy
12,740
+2,920
+30% +$142K 0.03% 79
2021
Q2 		$468K Buy
9,820
+580
+6% +$26.9K 0.02% 85
2021
Q1 		$428K Buy
9,240
+4,460
+93% +$206K 0.02% 89
2020
Q4 		$209K Buy
+4,780
New +$186K 0.01% 90

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 $3.37T AUM 44.26% 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

AMI Asset Management's AVGO Position: Q2 2026 in Review

AMI Asset Management reduced its Broadcom (AVGO) stake by 2.8% in Q2 2026, selling an estimated $2.86M and leaving 243,566 shares worth $92M. The position accounts for 5.3% of the portfolio, ranked #4.

AMI Asset Management first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • AMI Asset Management held 243,566 shares of Broadcom worth $92M as of Q2 2026.
  • AMI Asset Management sold 7,134 Broadcom shares in Q2 2026, an estimated $2.86M.
  • Broadcom made up 5.3% of AMI Asset Management's portfolio in Q2 2026, its #4 holding.
  • AMI Asset Management first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on AMI Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.