Pacific Heights Asset Management’s Broadcom AVGO Stock Holding History

Pacific Heights 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	$80.5M	Buy	260,000 +8,000	+3%	+$2.63M	2.69%	6
2025 Q4	$87.2M	Buy	252,000 +12,000	+5%	+$4.29M	3.27%	6
2025 Q3	$79.2M	Buy	240,000 +20,000	+9%	+$6.14M	3.51%	6
2025 Q2	$60.6M	Buy	220,000 +25,000	+13%	+$5.43M	3.23%	6
2025 Q1	$32.6M	Sell	195,000 -25,000	-11%	-$5.29M	2.22%	7
2024 Q4	$51M	Hold	220,000	–	–	3.48%	7
2024 Q3	$38M	Hold	220,000	–	–	2.82%	8
2024 Q2	$35.3M	Hold	220,000	–	–	2.77%	7
2024 Q1	$29.2M	Sell	220,000 -100,000	-31%	-$12.4M	2.39%	8
2023 Q4	$35.7M	Hold	320,000	–	–	3.06%	6
2023 Q3	$26.6M	Sell	320,000 -150,000	-32%	-$13M	2.51%	8
2023 Q2	$40.8M	Sell	470,000 -5,000	-1%	-$357K	3.71%	5
2023 Q1	$30.5M	Hold	475,000	–	–	2.86%	7
2022 Q4	$26.6M	Hold	475,000	–	–	2.59%	5
2022 Q3	$21.1M	Sell	475,000 -5,000	-1%	-$255K	2.24%	7
2022 Q2	$23.3M	Buy	480,000 +50,000	+12%	+$2.81M	2.37%	7
2022 Q1	$27.1M	Hold	430,000	–	–	2.31%	8
2021 Q4	$28.6M	Hold	430,000	–	–	2.41%	7
2021 Q3	$20.9M	Buy	430,000 +50,000	+13%	+$2.43M	1.98%	8
2021 Q2	$18.1M	Hold	380,000	–	–	1.66%	10
2021 Q1	$17.6M	Buy	380,000 +50,000	+15%	+$2.31M	1.61%	13
2020 Q4	$14.4M	Hold	330,000	–	–	1.43%	21
2020 Q3	$12M	Hold	330,000	–	–	1.56%	22
2020 Q2	$10.4M	Sell	330,000 -140,000	-30%	-$3.92M	1.55%	19
2020 Q1	$10.1M	Buy	470,000 +190,000	+68%	+$5.35M	1.69%	19
2019 Q4	$8.85M	Hold	280,000	–	–	1.11%	33
2019 Q3	$7.73M	Hold	280,000	–	–	1.04%	34
2019 Q2	$8.06M	Hold	280,000	–	–	1.05%	33
2019 Q1	$8.42M	Buy	+280,000	New	+$7.59M	1.1%	33

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pacific Heights Asset Management's AVGO Position: Q1 2026 in Review

Pacific Heights Asset Management increased its Broadcom (AVGO) stake by 3.2% in Q1 2026, buying an estimated $2.63M and bringing the position to 260,000 shares worth $80.5M. The position accounts for 2.69% of the portfolio, ranked #6.

Pacific Heights Asset Management first reported a position in AVGO in Q1 2019 and has held it in 29 quarters since. The position peaked at $87.2M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Pacific Heights Asset Management held 260,000 shares of Broadcom worth $80.5M as of Q1 2026.
Pacific Heights Asset Management bought 8,000 Broadcom shares in Q1 2026, an estimated $2.63M.
Broadcom made up 2.69% of Pacific Heights Asset Management's portfolio in Q1 2026, its #6 holding.
Pacific Heights Asset Management first reported a position in Broadcom in Q1 2019 and has held it in 29 quarters since.
Pacific Heights Asset Management's Broadcom position peaked at $87.2M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Pacific Heights Asset Management's 13F filing for Q1 2026, filed 8 May 2026.