AssetMark Inc’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $498M | Buy |
1,609,089
+17,382
| +1% | +$5.72M | 1.02% | 21 |
|
|
2025
Q4 | $551M | Sell |
1,591,707
-14,904
| -0.9% | -$5.33M | 1.12% | 19 |
|
|
2025
Q3 | $530M | Sell |
1,606,611
-96,876
| -6% | -$29.7M | 1.14% | 19 |
|
|
2025
Q2 | $470M | Buy |
1,703,487
+39,466
| +2% | +$8.57M | 1.11% | 19 |
|
|
2025
Q1 | $279M | Sell |
1,664,021
-23,072
| -1% | -$4.88M | 0.77% | 28 |
|
|
2024
Q4 | $391M | Buy |
1,687,093
+47,345
| +3% | +$8.76M | 1.06% | 21 |
|
|
2024
Q3 | $283M | Buy |
1,639,748
+66,498
| +4% | +$10.7M | 0.81% | 27 |
|
|
2024
Q2 | $253M | Sell |
1,573,250
-26,590
| -2% | -$3.73M | 0.78% | 29 |
|
|
2024
Q1 | $212M | Sell |
1,599,840
-215,930
| -12% | -$26.8M | 0.69% | 34 |
|
|
2023
Q4 | $203M | Sell |
1,815,770
-27,920
| -2% | -$2.64M | 0.73% | 34 |
|
|
2023
Q3 | $153M | Buy |
1,843,690
+1,054,150
| +134% | +$91.4M | 0.61% | 39 |
|
|
2023
Q2 | $68.5M | Sell |
789,540
-7,430
| -0.9% | -$530K | 0.27% | 82 |
|
|
2023
Q1 | $51.1M | Buy |
796,970
+1,650
| +0.2% | +$99.3K | 0.21% | 109 |
|
|
2022
Q4 | $44.5M | Buy |
795,320
+15,810
| +2% | +$793K | 0.19% | 114 |
|
|
2022
Q3 | $34.6M | Buy |
779,510
+5,430
| +0.7% | +$277K | 0.16% | 123 |
|
|
2022
Q2 | $37.6M | Buy |
774,080
+25,020
| +3% | +$1.4M | 0.17% | 125 |
|
|
2022
Q1 | $47.2M | Buy |
749,060
+722,720
| +2,744% | +$42.9M | 0.2% | 115 |
|
|
2021
Q4 | $1.75M | Buy |
26,340
+20,290
| +335% | +$1.14M | 0.01% | 345 |
|
|
2021
Q3 | $293K | Buy |
6,050
+1,370
| +29% | +$66.6K | ﹤0.01% | 524 |
|
|
2021
Q2 | $223K | Buy |
4,680
+540
| +13% | +$25K | ﹤0.01% | 565 |
|
|
2021
Q1 | $192K | Sell |
4,140
-1,970
| -32% | -$91.1K | ﹤0.01% | 560 |
|
|
2020
Q4 | $268K | Buy |
6,110
+1,320
| +28% | +$51.5K | ﹤0.01% | 510 |
|
|
2020
Q3 | $175K | Sell |
4,790
-10,480
| -69% | -$351K | ﹤0.01% | 527 |
|
|
2020
Q2 | $482K | Sell |
15,270
-3,910
| -20% | -$109K | ﹤0.01% | 389 |
|
|
2020
Q1 | $455K | Buy |
19,180
+3,790
| +25% | +$107K | ﹤0.01% | 388 |
|
|
2019
Q4 | $486K | Sell |
15,390
-19,390
| -56% | -$589K | ﹤0.01% | 406 |
|
|
2019
Q3 | $960K | Sell |
34,780
-7,430
| -18% | -$211K | 0.01% | 318 |
|
|
2019
Q2 | $1.22M | Buy |
42,210
+530
| +1% | +$15.4K | 0.01% | 287 |
|
|
2019
Q1 | $1.25M | Sell |
41,680
-3,430
| -8% | -$93K | 0.01% | 273 |
|
|
2018
Q4 | $1.15M | Buy |
45,110
+33,320
| +283% | +$786K | 0.01% | 270 |
|
|
2018
Q3 | $291K | Buy |
11,790
+1,850
| +19% | +$41.5K | ﹤0.01% | 406 |
|
|
2018
Q2 | $241K | Sell |
9,940
-420
| -4% | -$10.3K | ﹤0.01% | 430 |
|
|
2018
Q1 | $244K | Sell |
10,360
-5,900
| -36% | -$149K | ﹤0.01% | 419 |
|
|
2017
Q4 | $418K | Buy |
16,260
+1,410
| +9% | +$36.7K | ﹤0.01% | 386 |
|
|
2017
Q3 | $360K | Buy |
14,850
+110
| +0.7% | +$2.72K | ﹤0.01% | 386 |
|
|
2017
Q2 | $344K | Sell |
14,740
-220
| -1% | -$5.1K | ﹤0.01% | 372 |
|
|
2017
Q1 | $328K | Sell |
14,960
-370
| -2% | -$7.62K | ﹤0.01% | 370 |
|
|
2016
Q4 | $271K | Sell |
15,330
-1,770
| -10% | -$30.7K | ﹤0.01% | 376 |
|
|
2016
Q3 | $295K | Sell |
17,100
-530
| -3% | -$8.86K | ﹤0.01% | 352 |
|
|
2016
Q2 | $274K | Buy |
17,630
+1,170
| +7% | +$17.8K | ﹤0.01% | 358 |
|
|
2016
Q1 | $254K | Sell |
16,460
-1,990
| -11% | -$26.9K | ﹤0.01% | 345 |
|
|
2015
Q4 | $268K | Buy |
18,450
+17,510
| +1,863% | +$228K | 0.01% | 403 |
|
|
2015
Q3 | $12K | Buy |
940
+210
| +29% | +$2.65K | ﹤0.01% | 465 |
|
|
2015
Q2 | $10K | Buy |
+730
| New | +$9.56K | ﹤0.01% | 523 |
|
Other funds holding AVGO
VCM
VPM
AssetMark Inc's AVGO Position: Q1 2026 in Review
AssetMark Inc increased its Broadcom (AVGO) stake by 1.1% in Q1 2026, buying an estimated $5.72M and bringing the position to 1,609,089 shares worth $498M. The position accounts for 1.02% of the portfolio, ranked #21.
AssetMark Inc first reported a position in AVGO in Q2 2015 and has held it in 44 quarters since. The position peaked at $551M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- AssetMark Inc held 1,609,089 shares of Broadcom worth $498M as of Q1 2026.
- AssetMark Inc bought 17,382 Broadcom shares in Q1 2026, an estimated $5.72M.
- Broadcom made up 1.02% of AssetMark Inc's portfolio in Q1 2026, its #21 holding.
- AssetMark Inc first reported a position in Broadcom in Q2 2015 and has held it in 44 quarters since.
- AssetMark Inc's Broadcom position peaked at $551M in Q4 2025.
- 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.