OAM
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return