Peak Asset Management’s Broadcom AVGO Stock Holding History

Peak 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	$2.81M	Buy	7,442 +78	+1%	+$31.3K	0.41%	46
2026 Q1	$2.28M	Sell	7,364 -92	-1%	-$30.3K	0.4%	52
2025 Q4	$2.58M	Sell	7,456 -190	-2%	-$67.9K	0.44%	45
2025 Q3	$2.52M	Sell	7,646 -550	-7%	-$169K	0.44%	45
2025 Q2	$2.26M	Hold	8,196	–	–	0.41%	48
2025 Q1	$1.37M	Sell	8,196 -1,284	-14%	-$272K	0.26%	68
2024 Q4	$2.2M	Hold	9,480	–	–	0.41%	49
2024 Q3	$1.64M	Sell	9,480 -310	-3%	-$49.7K	0.31%	62
2024 Q2	$1.57M	Hold	9,790	–	–	0.31%	64
2024 Q1	$1.3M	Buy	9,790 +1,590	+19%	+$197K	0.26%	69
2023 Q4	$915K	Buy	8,200 +3,640	+80%	+$345K	0.2%	74
2023 Q3	$379K	Sell	4,560 -500	-10%	-$43.3K	0.09%	100
2023 Q2	$439K	Hold	5,060	–	–	0.1%	96
2023 Q1	$325K	Buy	+5,060	New	+$304K	0.08%	112

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

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

Peak Asset Management increased its Broadcom (AVGO) stake by 1.1% in Q2 2026, buying an estimated $31.3K and bringing the position to 7,442 shares worth $2.81M. The position accounts for 0.41% of the portfolio, ranked #46.

Peak Asset Management first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Peak Asset Management held 7,442 shares of Broadcom worth $2.81M as of Q2 2026.
Peak Asset Management bought 78 Broadcom shares in Q2 2026, an estimated $31.3K.
Broadcom made up 0.41% of Peak Asset Management's portfolio in Q2 2026, its #46 holding.
Peak Asset Management first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.