SAM
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
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

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

SP Asset Management's AVGO Position: Q2 2026 in Review

SP Asset Management increased its Broadcom (AVGO) stake by 23% in Q2 2026, buying an estimated $914K and bringing the position to 12,230 shares worth $4.62M. The position accounts for 0.37% of the portfolio, ranked #41.

SP Asset Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 2,599 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • SP Asset Management held 12,230 shares of Broadcom worth $4.62M as of Q2 2026.
  • SP Asset Management bought 2,280 Broadcom shares in Q2 2026, an estimated $914K.
  • Broadcom made up 0.37% of SP Asset Management's portfolio in Q2 2026, its #41 holding.
  • SP Asset Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 2,599 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.