Asset Allocation & Management Company’s Broadcom AVGO Stock Holding History

Asset Allocation & Management Company’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	$863K	Sell	2,284 -1,244	-35%	-$499K	0.28%	32
2026 Q1	$1.09M	Sell	3,528 -1,200	-25%	-$395K	0.41%	29
2025 Q4	$1.64M	Sell	4,728 -3,370	-42%	-$1.21M	0.65%	22
2025 Q3	$2.67M	Hold	8,098	–	–	1.13%	16
2025 Q2	$2.23M	Buy	8,098 +908	+13%	+$197K	1.03%	16
2025 Q1	$1.2M	Hold	7,190	–	–	0.61%	24
2024 Q4	$1.67M	Buy	7,190 +2,620	+57%	+$485K	0.91%	19
2024 Q3	$788K	Hold	4,570	–	–	0.5%	28
2024 Q2	$734K	Hold	4,570	–	–	0.49%	28
2024 Q1	$606K	Hold	4,570	–	–	0.4%	33
2023 Q4	$510K	Hold	4,570	–	–	0.34%	34
2023 Q3	$380K	Hold	4,570	–	–	0.23%	40
2023 Q2	$396K	Sell	4,570 -13,900	-75%	-$991K	0.16%	51
2023 Q1	$1.19M	Sell	18,470 -2,620	-12%	-$158K	0.48%	28
2022 Q4	$1.18M	Sell	21,090 -5,290	-20%	-$265K	0.46%	31
2022 Q3	$1.17M	Buy	26,380 +2,620	+11%	+$134K	0.48%	29
2022 Q2	$1.15M	Hold	23,760	–	–	0.48%	34
2022 Q1	$1.5M	Hold	23,760	–	–	0.54%	29
2021 Q4	$1.58M	Buy	23,760 +19,190	+420%	+$1.08M	0.54%	27
2021 Q3	$222K	Hold	4,570	–	–	0.12%	30
2021 Q2	$218K	Hold	4,570	–	–	0.1%	42
2021 Q1	$212K	Hold	4,570	–	–	0.1%	48
2020 Q4	$200K	Sell	4,570 -1,040	-19%	-$40.5K	0.13%	32
2020 Q3	$204K	Sell	5,610 -13,880	-71%	-$465K	0.09%	38
2020 Q2	$615K	Hold	19,490	–	–	0.3%	27
2020 Q1	$462K	Buy	19,490 +9,240	+90%	+$260K	0.23%	32
2019 Q4	$324K	Buy	+10,250	New	+$311K	0.12%	49

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Allocation & Management Company's AVGO Position: Q2 2026 in Review

Asset Allocation & Management Company reduced its Broadcom (AVGO) stake by 35% in Q2 2026, selling an estimated $499K and leaving 2,284 shares worth $863K. The position accounts for 0.28% of the portfolio, ranked #32.

Asset Allocation & Management Company first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.67M in Q3 2025. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Asset Allocation & Management Company held 2,284 shares of Broadcom worth $863K as of Q2 2026.
Asset Allocation & Management Company sold 1,244 Broadcom shares in Q2 2026, an estimated $499K.
Broadcom made up 0.28% of Asset Allocation & Management Company's portfolio in Q2 2026, its #32 holding.
Asset Allocation & Management Company first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
Asset Allocation & Management Company's Broadcom position peaked at $2.67M in Q3 2025.
2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Asset Allocation & Management Company's 13F filing for Q2 2026, filed 15 Jul 2026.