SPC
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Sigma Planning Corp’s Broadcom AVGO Stock Holding History

Sigma Planning Corp’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 		$24.2M Sell
64,110
-13,263
-17% -$5.32M 0.61% 20
2026
Q1 		$23.9M Buy
77,373
+1,455
+2% +$479K 0.67% 16
2025
Q4 		$26.4M Sell
75,918
-1,374
-2% -$491K 0.73% 15
2025
Q3 		$25.5M Buy
77,292
+170
+0.2% +$52.2K 0.72% 16
2025
Q2 		$21.3M Buy
77,122
+2,264
+3% +$492K 0.64% 21
2025
Q1 		$12.5M Buy
74,858
+13,839
+23% +$2.93M 0.4% 43
2024
Q4 		$14.1M Buy
61,019
+760
+1% +$141K 0.44% 36
2024
Q3 		$10.4M Buy
60,259
+1,739
+3% +$279K 0.32% 58
2024
Q2 		$9.4M Sell
58,520
-4,040
-6% -$566K 0.3% 59
2024
Q1 		$8.29M Buy
62,560
+47,280
+309% +$5.86M 0.26% 68
2023
Q4 		$1.71M Sell
15,280
-33,160
-68% -$3.14M 0.13% 163
2023
Q3 		$4.02M Buy
48,440
+2,840
+6% +$246K 0.15% 139
2023
Q2 		$3.96M Sell
45,600
-20,860
-31% -$1.49M 0.14% 145
2023
Q1 		$4.26M Buy
66,460
+1,690
+3% +$102K 0.14% 153
2022
Q4 		$3.62M Sell
64,770
-1,190
-2% -$59.7K 0.13% 175
2022
Q3 		$2.93M Sell
65,960
-20
-0% -$1.02K 0.11% 191
2022
Q2 		$3.21M Sell
65,980
-3,540
-5% -$199K 0.11% 193
2022
Q1 		$4.38M Buy
69,520
+4,150
+6% +$246K 0.13% 160
2021
Q4 		$4.35M Buy
65,370
+400
+0.6% +$22.5K 0.12% 176
2021
Q3 		$3.15M Sell
64,970
-930
-1% -$45.2K 0.09% 229
2021
Q2 		$3.14M Buy
65,900
+3,930
+6% +$182K 0.09% 234
2021
Q1 		$2.87M Buy
61,970
+2,560
+4% +$118K 0.09% 247
2020
Q4 		$2.6M Buy
59,410
+5,210
+10% +$203K 0.09% 224
2020
Q3 		$1.98M Buy
54,200
+13,480
+33% +$452K 0.08% 249
2020
Q2 		$1.28M Buy
40,720
+570
+1% +$16K 0.06% 322
2020
Q1 		$952K Buy
40,150
+5,790
+17% +$163K 0.06% 333
2019
Q4 		$1.09M Buy
34,360
+760
+2% +$23.1K 0.05% 383
2019
Q3 		$928K Buy
33,600
+2,860
+9% +$81.3K 0.04% 384
2019
Q2 		$885K Buy
30,740
+6,040
+24% +$176K 0.05% 370
2019
Q1 		$743K Buy
24,700
+7,900
+47% +$214K 0.04% 388
2018
Q4 		$427K Buy
16,800
+190
+1% +$4.48K 0.03% 493
2018
Q3 		$410K Sell
16,610
-6,850
-29% -$154K 0.02% 558
2018
Q2 		$569K Buy
23,460
+4,370
+23% +$107K 0.04% 419
2018
Q1 		$450K Sell
19,090
-5,450
-22% -$137K 0.03% 459
2017
Q4 		$630K Buy
24,540
+8,760
+56% +$228K 0.05% 371
2017
Q3 		$383K Buy
15,780
+1,280
+9% +$31.6K 0.03% 515
2017
Q2 		$338K Buy
14,500
+2,960
+26% +$68.7K 0.03% 526
2017
Q1 		$253K Buy
+11,540
New +$238K 0.02% 622
2016
Q2 		– Sell
-12,960
Closed -$200K – 699
2016
Q1 		$200K Sell
12,960
-1,500
-10% -$20.3K 0.03% 603
2015
Q4 		$210K Buy
+14,460
New +$188K 0.03% 588
2015
Q3 		– Sell
-17,990
Closed -$239K – 680
2015
Q2 		$239K Sell
17,990
-400
-2% -$5.24K 0.03% 565
2015
Q1 		$234K Buy
+18,390
New +$211K 0.03% 618

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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 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

Sigma Planning Corp's AVGO Position: Q2 2026 in Review

Sigma Planning Corp reduced its Broadcom (AVGO) stake by 17% in Q2 2026, selling an estimated $5.32M and leaving 64,110 shares worth $24.2M. The position accounts for 0.61% of the portfolio, ranked #20.

Sigma Planning Corp first reported a position in AVGO in Q1 2015 and has held it in 42 quarters since. The position peaked at $26.4M in Q4 2025. 3,167 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sigma Planning Corp held 64,110 shares of Broadcom worth $24.2M as of Q2 2026.
  • Sigma Planning Corp sold 13,263 Broadcom shares in Q2 2026, an estimated $5.32M.
  • Broadcom made up 0.61% of Sigma Planning Corp's portfolio in Q2 2026, its #20 holding.
  • Sigma Planning Corp first reported a position in Broadcom in Q1 2015 and has held it in 42 quarters since.
  • Sigma Planning Corp's Broadcom position peaked at $26.4M in Q4 2025.
  • 3,167 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.