South Street Advisors’s Broadcom AVGO Stock Holding History

South Street Advisors’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 Q1	$3.01M	Buy	9,710 +1,135	+13%	+$373K	0.44%	37
2025 Q4	$2.97M	Buy	8,575 +145	+2%	+$51.9K	0.42%	39
2025 Q3	$2.78M	Buy	+8,430	New	+$2.59M	0.36%	39
2025 Q1	–	Sell	-12,070	Closed	-$2.8M	–	66
2024 Q4	$2.8M	Buy	+12,070	New	+$2.23M	0.43%	39
2023 Q4	–	Sell	-18,490	Closed	-$1.54M	–	72
2023 Q3	$1.54M	Buy	+18,490	New	+$1.6M	0.31%	43
2022 Q3	–	Sell	-18,440	Closed	-$896K	–	68
2022 Q2	$896K	Buy	+18,440	New	+$1.04M	0.2%	49

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

South Street Advisors's AVGO Position: Q1 2026 in Review

South Street Advisors increased its Broadcom (AVGO) stake by 13% in Q1 2026, buying an estimated $373K and bringing the position to 9,710 shares worth $3.01M. The position accounts for 0.44% of the portfolio, ranked #37.

South Street Advisors first reported a position in AVGO in Q2 2022 and has held it in 6 quarters since. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

South Street Advisors held 9,710 shares of Broadcom worth $3.01M as of Q1 2026.
South Street Advisors bought 1,135 Broadcom shares in Q1 2026, an estimated $373K.
Broadcom made up 0.44% of South Street Advisors's portfolio in Q1 2026, its #37 holding.
South Street Advisors first reported a position in Broadcom in Q2 2022 and has held it in 6 quarters since.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on South Street Advisors's 13F filing for Q1 2026, filed 13 May 2026.