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 Q2	$7.69M	Buy	20,362 +2,274	+13%	+$912K	1.08%	20
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 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

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

Secure Asset Management increased its Broadcom (AVGO) stake by 13% in Q2 2026, buying an estimated $912K and bringing the position to 20,362 shares worth $7.69M. The position accounts for 1.08% of the portfolio, ranked #20.

Secure Asset Management first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Secure Asset Management held 20,362 shares of Broadcom worth $7.69M as of Q2 2026.
Secure Asset Management bought 2,274 Broadcom shares in Q2 2026, an estimated $912K.
Broadcom made up 1.08% of Secure Asset Management's portfolio in Q2 2026, its #20 holding.
Secure Asset Management first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.