Strategy Asset Managers’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
$29.3M Sell
77,669
-6,278
-7% -$2.52M 4.38% 1
2026
Q1
$26M Sell
83,947
-10,183
-11% -$3.35M 4.26% 1
2025
Q4
$32.6M Buy
94,130
+170
+0.2% +$60.8K 5.36% 1
2025
Q3
$31M Sell
93,960
-11,216
-11% -$3.44M 5.58% 1
2025
Q2
$29M Sell
105,176
-19,346
-16% -$4.2M 5.41% 1
2025
Q1
$20.8M Sell
124,522
-2,764
-2% -$585K 4.3% 1
2024
Q4
$29.5M Sell
127,286
-6,050
-5% -$1.12M 5.72% 1
2024
Q3
$23M Sell
133,336
-32,854
-20% -$5.27M 4.42% 1
2024
Q2
$14.4M Buy
166,190
+18,150
+12% +$2.54M 3.2% 2
2024
Q1
$19.6M Sell
148,040
-3,540
-2% -$439K 4.2% 2
2023
Q4
$16.9M Sell
151,580
-2,390
-2% -$226K 4.01% 2
2023
Q3
$12.8M Sell
153,970
-12,220
-7% -$1.06M 3.35% 2
2023
Q2
$14.4M Buy
166,190
+5,870
+4% +$419K 3.2% 2
2023
Q1
$10.3M Buy
160,320
+3,990
+3% +$240K 2.51% 3
2022
Q4
$8.74M Sell
156,330
-2,590
-2% -$130K 2.22% 8
2022
Q3
$7.06M Sell
158,920
-14,490
-8% -$740K 1.92% 11
2022
Q2
$8.42M Buy
173,410
+2,020
+1% +$113K 2.59% 9
2022
Q1
$10.8M Buy
171,390
+19,680
+13% +$1.17M 2.34% 6
2021
Q4
$10.1M Buy
151,710
+37,490
+33% +$2.11M 2.62% 6
2021
Q3
$5.54M Buy
+114,220
New +$5.55M 1.23% 29
2018
Q3
Sell
-102,360
Closed -$2.48M 139
2018
Q2
$2.48M Sell
102,360
-3,260
-3% -$79.9K 0.53% 67
2018
Q1
$2.49M Sell
105,620
-2,820
-3% -$71K 0.54% 66
2017
Q4
$2.79M Buy
108,440
+420
+0.4% +$10.9K 0.54% 61
2017
Q3
$2.62M Buy
+108,020
New +$2.67M 0.54% 65
2016
Q1
Sell
-340,740
Closed -$4.95M 140
2015
Q4
$4.95M Sell
340,740
-10
-0% -$130 1.13% 28
2015
Q3
$4.26M Sell
340,750
-1,030
-0.3% -$13K 1.02% 32
2015
Q2
$4.54M Sell
341,780
-4,000
-1% -$52.4K 1.01% 30
2015
Q1
$4.39M Sell
345,780
-40,610
-11% -$466K 0.96% 30
2014
Q4
$3.89M Sell
386,390
-1,660
-0.4% -$14.8K 0.82% 32
2014
Q3
$3.38M Buy
+388,050
New +$3.03M 0.74% 37

Other funds holding AVGO

Strategy Asset Managers's AVGO Position: Q2 2026 in Review

Strategy Asset Managers reduced its Broadcom (AVGO) stake by 7.5% in Q2 2026, selling an estimated $2.52M and leaving 77,669 shares worth $29.3M. The position accounts for 4.38% of the portfolio, ranked #1.

Strategy Asset Managers first reported a position in AVGO in Q3 2014 and has held it in 30 quarters since. The position peaked at $32.6M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Strategy Asset Managers held 77,669 shares of Broadcom worth $29.3M as of Q2 2026.
  • Strategy Asset Managers sold 6,278 Broadcom shares in Q2 2026, an estimated $2.52M.
  • Broadcom made up 4.38% of Strategy Asset Managers's portfolio in Q2 2026, its #1 holding.
  • Strategy Asset Managers first reported a position in Broadcom in Q3 2014 and has held it in 30 quarters since.
  • Strategy Asset Managers's Broadcom position peaked at $32.6M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Strategy Asset Managers's 13F filing for Q2 2026, filed 14 Aug 2026.