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Secure Asset Management’s Broadcom AVGO Stock Holding History

Secure 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 		$5.6M Buy
18,088
+12,002
+197% +$3.95M 0.89% 25
2025
Q4 		$2.11M Buy
6,086
+602
+11% +$215K 0.33% 79
2025
Q3 		$1.83M Buy
5,484
+326
+6% +$100K 0.3% 89
2025
Q2 		$1.42M Sell
5,158
-1,116
-18% -$242K 0.26% 97
2025
Q1 		$1.05M Buy
6,274
+703
+13% +$149K 0.21% 120
2024
Q4 		$1.29M Buy
5,571
+778
+16% +$144K 0.2% 117
2024
Q3 		$827K Buy
4,793
+433
+10% +$69.4K 0.14% 146
2024
Q2 		$700K Buy
4,360
+200
+5% +$28K 0.13% 142
2024
Q1 		$551K Sell
4,160
-840
-17% -$104K 0.13% 128
2023
Q4 		$558K Buy
5,000
+20
+0.4% +$1.89K 0.15% 118
2023
Q3 		$413K Buy
4,980
+520
+12% +$45.1K 0.12% 134
2023
Q2 		$387K Sell
4,460
-110
-2% -$7.84K 0.12% 131
2023
Q1 		$293K Buy
4,570
+260
+6% +$15.6K 0.1% 149
2022
Q4 		$241K Sell
4,310
-500
-10% -$25.1K 0.09% 168
2022
Q3 		$213K Buy
4,810
+230
+5% +$11.8K 0.12% 138
2022
Q2 		$222K Sell
4,580
-430
-9% -$24.1K 0.12% 143
2022
Q1 		$316K Buy
5,010
+1,650
+49% +$98K 0.14% 138
2021
Q4 		$224K Buy
+3,360
New +$189K 0.09% 183

Other funds holding AVGO

BlackRock
BlackRock New York $5.7T 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 $1.47T 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