AFWM
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Abich Financial Wealth Management’s Broadcom AVGO Stock Holding History

Abich Financial Wealth 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
2025
Q3 		$462K Buy
+1,399
New +$429K 0.16% 37
2024
Q3 		$7.42K Sell
43
-97
-69% -$15.6K 0.02% 225
2024
Q2 		$22K Buy
140
+70
+100% +$9.81K 0.02% 212
2024
Q1 		$9.28K Buy
+70
New +$8.67K 0.01% 221

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Abich Financial Wealth Management's AVGO Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Broadcom (AVGO) in Q3 2025: 1,399 shares worth $462K. The stake represents 0.16% of the portfolio and ranks #37 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in AVGO as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in AVGO in Q1 2024 and has held it in 4 quarters since. 4,289 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Abich Financial Wealth Management held 1,399 shares of Broadcom worth $462K as of Q3 2025.
  • Broadcom was a new Abich Financial Wealth Management position in Q3 2025.
  • Broadcom made up 0.16% of Abich Financial Wealth Management's portfolio in Q3 2025, its #37 holding.
  • Abich Financial Wealth Management first reported a position in Broadcom in Q1 2024 and has held it in 4 quarters since.
  • 4,289 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.