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Allium Financial Advisors’s Broadcom AVGO Stock Holding History

Allium Financial Advisors’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
Q1 		$992K Buy
3,205
+211
+7% +$69.4K 0.8% 24
2025
Q4 		$1.04M Buy
2,994
+15
+0.5% +$5.36K 0.82% 24
2025
Q3 		$983K Sell
2,979
-821
-22% -$252K 0.81% 24
2025
Q2 		$1.05M Buy
3,800
+66
+2% +$14.3K 0.91% 22
2025
Q1 		$625K Buy
+3,734
New +$790K 0.57% 30

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Allium Financial Advisors's AVGO Position: Q1 2026 in Review

Allium Financial Advisors increased its Broadcom (AVGO) stake by 7% in Q1 2026, buying an estimated $69.4K and bringing the position to 3,205 shares worth $992K. The position accounts for 0.8% of the portfolio, ranked #24.

Allium Financial Advisors first reported a position in AVGO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.05M in Q2 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Allium Financial Advisors held 3,205 shares of Broadcom worth $992K as of Q1 2026.
  • Allium Financial Advisors bought 211 Broadcom shares in Q1 2026, an estimated $69.4K.
  • Broadcom made up 0.8% of Allium Financial Advisors's portfolio in Q1 2026, its #24 holding.
  • Allium Financial Advisors first reported a position in Broadcom in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's Broadcom position peaked at $1.05M in Q2 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.