SP Asset Management
AVGO icon

SP Asset Management’s Broadcom AVGO Stock Holding History

SP 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
Q3 		$4.29M Sell
12,220
-10
-0.1% -$3.76K 0.33% 43
2026
Q2 		$4.62M Buy
12,230
+2,280
+23% +$914K 0.37% 41
2026
Q1 		$3.08M Sell
9,950
-823
-8% -$271K 0.27% 49
2025
Q4 		$3.73M Buy
10,773
+28
+0.3% +$10K 0.29% 46
2025
Q3 		$3.54M Sell
10,745
-27
-0.3% -$8.28K 0.28% 51
2025
Q2 		$2.97M Buy
10,772
+144
+1% +$31.3K 0.25% 58
2025
Q1 		$1.78M Buy
10,628
+87
+0.8% +$18.4K 0.16% 68
2024
Q4 		$2.44M Buy
10,541
+26
+0.2% +$4.81K 0.2% 65
2024
Q3 		$1.81M Buy
10,515
+7,705
+274% +$1.24M 0.15% 68
2024
Q2 		$450K Buy
2,810
+1,030
+58% +$144K 0.04% 94
2024
Q1 		$235K Buy
+1,780
New +$221K 0.02% 111

Other funds holding AVGO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SP Asset Management's AVGO Position: Q3 2026 in Review

SP Asset Management reduced its Broadcom (AVGO) stake by 0.08% in Q3 2026, selling an estimated $3.76K and leaving 12,220 shares worth $4.29M. The position accounts for 0.33% of the portfolio, ranked #43.

SP Asset Management first reported a position in AVGO in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.62M in Q2 2026. 3,819 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • SP Asset Management held 12,220 shares of Broadcom worth $4.29M as of Q3 2026.
  • SP Asset Management sold 10 Broadcom shares in Q3 2026, an estimated $3.76K.
  • Broadcom made up 0.33% of SP Asset Management's portfolio in Q3 2026, its #43 holding.
  • SP Asset Management first reported a position in Broadcom in Q1 2024 and has held it in 11 quarters since.
  • SP Asset Management's Broadcom position peaked at $4.62M in Q2 2026.
  • 3,819 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on SP Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.