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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Occidental Asset Management increased its Broadcom (AVGO) stake by 21% in Q2 2026, buying an estimated $417K and bringing the position to 5,973 shares worth $2.26M. The position accounts for 0.22% of the portfolio, ranked #94.

Occidental Asset Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Occidental Asset Management held 5,973 shares of Broadcom worth $2.26M as of Q2 2026.
Occidental Asset Management bought 1,040 Broadcom shares in Q2 2026, an estimated $417K.
Broadcom made up 0.22% of Occidental Asset Management's portfolio in Q2 2026, its #94 holding.
Occidental Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.