Occidental Asset Management
AVGO icon

Occidental Asset Management’s Broadcom AVGO Stock Holding History

Occidental 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
Q3 		$2.6M Buy
7,413
+1,440
+24% +$542K 0.23% 88
2026
Q2 		$2.26M Buy
5,973
+1,040
+21% +$417K 0.22% 94
2026
Q1 		$1.53M Buy
4,933
+662
+15% +$218K 0.18% 96
2025
Q4 		$1.48M Buy
4,271
+979
+30% +$350K 0.18% 93
2025
Q3 		$1.09M Buy
3,292
+473
+17% +$145K 0.14% 101
2025
Q2 		$777K Sell
2,819
-329
-10% -$71.4K 0.11% 121
2025
Q1 		$527K Buy
3,148
+438
+16% +$92.7K 0.08% 132
2024
Q4 		$628K Sell
2,710
-861
-24% -$159K 0.1% 125
2024
Q3 		$616K Buy
3,571
+901
+34% +$144K 0.1% 128
2024
Q2 		$429K Buy
2,670
+40
+2% +$5.61K 0.08% 142
2024
Q1 		$349K Buy
2,630
+640
+32% +$79.3K 0.07% 147
2023
Q4 		$222K Buy
+1,990
New +$188K 0.05% 191

Other funds holding AVGO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Occidental Asset Management's AVGO Position: Q3 2026 in Review

Occidental Asset Management increased its Broadcom (AVGO) stake by 24% in Q3 2026, buying an estimated $542K and bringing the position to 7,413 shares worth $2.6M. The position accounts for 0.23% of the portfolio, ranked #88.

Occidental Asset Management first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. 2,985 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Occidental Asset Management held 7,413 shares of Broadcom worth $2.6M as of Q3 2026.
  • Occidental Asset Management bought 1,440 Broadcom shares in Q3 2026, an estimated $542K.
  • Broadcom made up 0.23% of Occidental Asset Management's portfolio in Q3 2026, its #88 holding.
  • Occidental Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • 2,985 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Occidental Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.