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Spectrum Asset Management (California)’s Broadcom AVGO Stock Holding History

Spectrum Asset Management (California)’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 		$493K Buy
+1,306
New +$524K 0.14% 81
2015
Q4 		– Sell
-82,700
Closed -$1.03M – 59
2015
Q3 		$1.03M Sell
82,700
-78,400
-49% -$990K 1.21% 22
2015
Q2 		$2.14M Sell
161,100
-2,200
-1% -$28.8K 1.85% 15
2015
Q1 		$2.07M Sell
163,300
-5,900
-3% -$67.6K 1.83% 16
2014
Q4 		$1.7M Buy
+169,200
New +$1.51M 1.41% 18

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

Spectrum Asset Management (California)'s AVGO Position: Q2 2026 in Review

Spectrum Asset Management (California) opened a new position in Broadcom (AVGO) in Q2 2026: 1,306 shares worth $493K. The stake represents 0.14% of the portfolio and ranks #81 among its holdings. This is a return to the name: Spectrum Asset Management (California) previously reported a position in AVGO as recently as Q3 2015.

Spectrum Asset Management (California) first reported a position in AVGO in Q4 2014 and has held it in 5 quarters since. The position peaked at $2.14M in Q2 2015. 4,843 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Spectrum Asset Management (California) held 1,306 shares of Broadcom worth $493K as of Q2 2026.
  • Broadcom was a new Spectrum Asset Management (California) position in Q2 2026.
  • Broadcom made up 0.14% of Spectrum Asset Management (California)'s portfolio in Q2 2026, its #81 holding.
  • Spectrum Asset Management (California) first reported a position in Broadcom in Q4 2014 and has held it in 5 quarters since.
  • Spectrum Asset Management (California)'s Broadcom position peaked at $2.14M in Q2 2015.
  • 4,843 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q2 2026, filed 3 Aug 2026.