SGAM
AVGO icon

Smith Group Asset Management’s Broadcom AVGO Stock Holding History

Smith Group 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 		$100M Buy
265,504
+12,670
+5% +$5.08M 4.08% 4
2026
Q1 		$78.3M Buy
252,834
+25,459
+11% +$8.38M 3.99% 4
2025
Q4 		$78.7M Buy
227,375
+1,696
+0.8% +$607K 4.17% 3
2025
Q3 		$74.5M Buy
225,679
+12,185
+6% +$3.74M 4.28% 2
2025
Q2 		$58.8M Buy
213,494
+2,820
+1% +$612K 3.86% 2
2025
Q1 		$35.3M Buy
210,674
+49,487
+31% +$10.5M 2.64% 8
2024
Q4 		$37.4M Buy
161,187
+534
+0.3% +$98.8K 2.75% 9
2024
Q3 		$27.7M Buy
160,653
+151,873
+1,730% +$24.3M 2.3% 15
2024
Q2 		$1.41M Sell
8,780
-114,760
-93% -$16.1M 0.13% 49
2024
Q1 		$16.4M Sell
123,540
-47,400
-28% -$5.87M 0.94% 40
2023
Q4 		$19.1M Buy
+170,940
New +$16.2M 1.11% 35
2022
Q1 		$800K Sell
12,700
-200
-2% -$11.9K 0.04% 99
2021
Q4 		$858K Buy
12,900
+1,400
+12% +$78.7K 0.04% 103
2021
Q3 		$558K Buy
11,500
+200
+2% +$9.73K 0.03% 124
2021
Q2 		$539K Buy
11,300
+200
+2% +$9.27K 0.03% 131
2021
Q1 		$515K Sell
11,100
-86,100
-89% -$3.98M 0.03% 130
2020
Q4 		$4.26M Sell
97,200
-50,900
-34% -$1.98M 0.25% 66
2020
Q3 		$5.4M Sell
148,100
-200
-0.1% -$6.7K 0.28% 69
2020
Q2 		$4.68M Sell
148,300
-59,000
-28% -$1.65M 0.26% 76
2020
Q1 		$4.92M Sell
207,300
-8,600
-4% -$242K 0.27% 80
2019
Q4 		$6.82M Sell
215,900
-92,600
-30% -$2.81M 0.29% 74
2019
Q3 		$8.52M Sell
308,500
-2,600
-0.8% -$73.9K 0.3% 88
2019
Q2 		$8.96M Buy
+311,100
New +$9.07M 0.3% 88
2018
Q2 		– Sell
-316,100
Closed -$7.45M – 423
2018
Q1 		$7.45M Sell
316,100
-6,900
-2% -$174K 0.25% 88
2017
Q4 		$8.3M Sell
323,000
-11,400
-3% -$296K 0.26% 85
2017
Q3 		$8.11M Sell
334,400
-76,400
-19% -$1.89M 0.27% 87
2017
Q2 		$9.57M Buy
+410,800
New +$9.53M 0.29% 91

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

Smith Group Asset Management's AVGO Position: Q2 2026 in Review

Smith Group Asset Management increased its Broadcom (AVGO) stake by 5% in Q2 2026, buying an estimated $5.08M and bringing the position to 265,504 shares worth $100M. The position accounts for 4.08% of the portfolio, ranked #4.

Smith Group Asset Management first reported a position in AVGO in Q2 2017 and has held it in 27 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Smith Group Asset Management held 265,504 shares of Broadcom worth $100M as of Q2 2026.
  • Smith Group Asset Management bought 12,670 Broadcom shares in Q2 2026, an estimated $5.08M.
  • Broadcom made up 4.08% of Smith Group Asset Management's portfolio in Q2 2026, its #4 holding.
  • Smith Group Asset Management first reported a position in Broadcom in Q2 2017 and has held it in 27 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.