Spirit of America Management Corp’s Broadcom AVGO Stock Holding History

Spirit of America Management Corp’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	$2.61M	Buy	6,900 +875	+15%	+$351K	0.49%	59
2026 Q1	$1.86M	Buy	6,025 +700	+13%	+$230K	0.37%	79
2025 Q4	$1.84M	Buy	5,325 +525	+11%	+$188K	0.39%	75
2025 Q3	$1.58M	Buy	4,800 +1,100	+30%	+$337K	0.32%	82
2025 Q2	$1.02M	Hold	3,700	–	–	0.21%	126
2025 Q1	$619K	Buy	3,700 +100	+3%	+$21.2K	0.13%	153
2024 Q4	$835K	Buy	3,600 +300	+9%	+$55.5K	0.17%	128
2024 Q3	$569K	Buy	3,300 +1,850	+128%	+$297K	0.11%	164
2024 Q2	$233K	Buy	1,450 +450	+45%	+$63.1K	0.05%	224
2024 Q1	$133K	Hold	1,000	–	–	0.03%	245
2023 Q4	$112K	Buy	+1,000	New	+$94.7K	0.02%	241

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Spirit of America Management Corp's AVGO Position: Q2 2026 in Review

Spirit of America Management Corp increased its Broadcom (AVGO) stake by 15% in Q2 2026, buying an estimated $351K and bringing the position to 6,900 shares worth $2.61M. The position accounts for 0.49% of the portfolio, ranked #59.

Spirit of America Management Corp first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 3,181 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Spirit of America Management Corp held 6,900 shares of Broadcom worth $2.61M as of Q2 2026.
Spirit of America Management Corp bought 875 Broadcom shares in Q2 2026, an estimated $351K.
Broadcom made up 0.49% of Spirit of America Management Corp's portfolio in Q2 2026, its #59 holding.
Spirit of America Management Corp first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
3,181 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.