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Sherman Asset Management’s Broadcom AVGO Stock Holding History

Sherman 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 		$9.44K Sell
25
-4
-14% -$1.6K 0.01% 120
2026
Q1 		$8.98K Buy
+29
New +$9.54K 0.01% 132
2025
Q2 		– Sell
-23,800
Closed -$3.98M – 148
2025
Q1 		$3.98M Buy
+23,800
New +$5.04M 3.81% 5

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Sherman Asset Management reduced its Broadcom (AVGO) stake by 14% in Q2 2026, selling an estimated $1.6K and leaving 25 shares worth $9.44K. The position accounts for 0.01% of the portfolio, ranked #120.

Sherman Asset Management first reported a position in AVGO in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.98M in Q1 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sherman Asset Management held 25 shares of Broadcom worth $9.44K as of Q2 2026.
  • Sherman Asset Management sold 4 Broadcom shares in Q2 2026, an estimated $1.6K.
  • Broadcom made up 0.01% of Sherman Asset Management's portfolio in Q2 2026, its #120 holding.
  • Sherman Asset Management first reported a position in Broadcom in Q1 2025 and has held it in 3 quarters since.
  • Sherman Asset Management's Broadcom position peaked at $3.98M in Q1 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.