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Shikiar Asset Management’s Broadcom AVGO Stock Holding History

Shikiar 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 		$604K Buy
1,600
+700
+78% +$281K 0.15% 74
2026
Q1 		$279K Sell
900
-57
-6% -$18.8K 0.08% 84
2025
Q4 		$331K Hold
957
– – 0.08% 76
2025
Q3 		$316K Buy
+957
New +$294K 0.08% 83

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Shikiar Asset Management increased its Broadcom (AVGO) stake by 78% in Q2 2026, buying an estimated $281K and bringing the position to 1,600 shares worth $604K. The position accounts for 0.15% of the portfolio, ranked #74.

Shikiar Asset Management first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 3,083 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Shikiar Asset Management held 1,600 shares of Broadcom worth $604K as of Q2 2026.
  • Shikiar Asset Management bought 700 Broadcom shares in Q2 2026, an estimated $281K.
  • Broadcom made up 0.15% of Shikiar Asset Management's portfolio in Q2 2026, its #74 holding.
  • Shikiar Asset Management first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • 3,083 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.