South Street Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.78M Buy
10,011
+301
+3% +$121K 0.49% 36
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

South Street Advisors's AVGO Position: Q2 2026 in Review

South Street Advisors increased its Broadcom (AVGO) stake by 3.1% in Q2 2026, buying an estimated $121K and bringing the position to 10,011 shares worth $3.78M. The position accounts for 0.49% of the portfolio, ranked #36.

South Street Advisors first reported a position in AVGO in Q2 2022 and has held it in 7 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • South Street Advisors held 10,011 shares of Broadcom worth $3.78M as of Q2 2026.
  • South Street Advisors bought 301 Broadcom shares in Q2 2026, an estimated $121K.
  • Broadcom made up 0.49% of South Street Advisors's portfolio in Q2 2026, its #36 holding.
  • South Street Advisors first reported a position in Broadcom in Q2 2022 and has held it in 7 quarters since.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on South Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.