Belpointe Asset Management’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
$9.79M Buy
25,909
+2,010
+8% +$806K 0.32% 57
2026
Q1
$7.4M Sell
23,899
-3,544
-13% -$1.17M 0.27% 65
2025
Q4
$9.5M Buy
27,443
+701
+3% +$251K 0.34% 49
2025
Q3
$8.82M Sell
26,742
-5,945
-18% -$1.82M 0.34% 55
2025
Q2
$9.01M Sell
32,687
-2,564
-7% -$557K 0.38% 50
2025
Q1
$5.9M Buy
35,251
+12,214
+53% +$2.59M 0.31% 57
2024
Q4
$3.75M Sell
23,037
-13,152
-36% -$2.43M 0.23% 89
2024
Q3
$6.24M Buy
36,189
+11,879
+49% +$1.9M 0.37% 49
2024
Q2
$3.9M Sell
24,310
-1,640
-6% -$230K 0.27% 65
2024
Q1
$3.44M Buy
25,950
+6,520
+34% +$808K 0.26% 75
2023
Q4
$2.17M Sell
19,430
-1,200
-6% -$114K 0.19% 107
2023
Q3
$1.71M Sell
20,630
-1,410
-6% -$122K 0.18% 116
2023
Q2
$1.91M Sell
22,040
-83,600
-79% -$5.96M 0.2% 100
2023
Q1
$6.78M Buy
105,640
+8,990
+9% +$541K 0.37% 41
2022
Q4
$5.4M Buy
96,650
+1,470
+2% +$73.7K 0.33% 54
2022
Q3
$4.23M Buy
95,180
+2,070
+2% +$106K 0.29% 66
2022
Q2
$4.52M Sell
93,110
-3,100
-3% -$174K 0.3% 60
2022
Q1
$6.06M Buy
96,210
+13,980
+17% +$830K 0.37% 45
2021
Q4
$5.47M Buy
82,230
+1,180
+1% +$66.3K 0.34% 55
2021
Q3
$3.93M Buy
81,050
+2,080
+3% +$101K 0.27% 74
2021
Q2
$3.77M Sell
78,970
-2,410
-3% -$112K 0.27% 69
2021
Q1
$3.77M Sell
81,380
-9,820
-11% -$454K 0.32% 58
2020
Q4
$3.99M Sell
91,200
-11,880
-12% -$463K 0.36% 53
2020
Q3
$3.75M Buy
103,080
+24,700
+32% +$827K 0.42% 44
2020
Q2
$2.47M Buy
78,380
+13,540
+21% +$379K 0.32% 63
2020
Q1
$1.54M Buy
64,840
+15,600
+32% +$439K 0.27% 79
2019
Q4
$1.56M Buy
49,240
+5,090
+12% +$155K 0.2% 118
2019
Q3
$1.22M Buy
44,150
+14,470
+49% +$411K 0.2% 122
2019
Q2
$854K Sell
29,680
-3,500
-11% -$102K 0.17% 133
2019
Q1
$997K Buy
33,180
+640
+2% +$17.4K 0.19% 85
2018
Q4
$827K Buy
32,540
+23,860
+275% +$563K 0.21% 103
2018
Q3
$214K Sell
8,680
-17,840
-67% -$400K 0.03% 432
2018
Q2
$644K Buy
+26,520
New +$650K 0.18% 111
2018
Q1
Sell
-27,830
Closed -$715K 353
2017
Q4
$715K Buy
27,830
+630
+2% +$16.4K 0.16% 146
2017
Q3
$660K Buy
+27,200
New +$673K 0.15% 140

Other funds holding AVGO

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

Belpointe Asset Management increased its Broadcom (AVGO) stake by 8.4% in Q2 2026, buying an estimated $806K and bringing the position to 25,909 shares worth $9.79M. The position accounts for 0.32% of the portfolio, ranked #57.

Belpointe Asset Management first reported a position in AVGO in Q3 2017 and has held it in 35 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Belpointe Asset Management held 25,909 shares of Broadcom worth $9.79M as of Q2 2026.
  • Belpointe Asset Management bought 2,010 Broadcom shares in Q2 2026, an estimated $806K.
  • Broadcom made up 0.32% of Belpointe Asset Management's portfolio in Q2 2026, its #57 holding.
  • Belpointe Asset Management first reported a position in Broadcom in Q3 2017 and has held it in 35 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.