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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
Q2 		$979K Sell
2,591
-614
-19% -$246K 0.64% 30
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 $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

Allium Financial Advisors's AVGO Position: Q2 2026 in Review

Allium Financial Advisors reduced its Broadcom (AVGO) stake by 19% in Q2 2026, selling an estimated $246K and leaving 2,591 shares worth $979K. The position accounts for 0.64% of the portfolio, ranked #30.

Allium Financial Advisors first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.05M in Q2 2025. 4,843 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Allium Financial Advisors held 2,591 shares of Broadcom worth $979K as of Q2 2026.
  • Allium Financial Advisors sold 614 Broadcom shares in Q2 2026, an estimated $246K.
  • Broadcom made up 0.64% of Allium Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Allium Financial Advisors first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • Allium Financial Advisors's Broadcom position peaked at $1.05M in Q2 2025.
  • 4,843 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.