Apexium Financial’s Broadcom AVGO Stock Holding History

Apexium Financial’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	$2.02M	Buy	6,123 +36	+0.6%	+$11K	0.1%	91
2025 Q2	$1.68M	Buy	6,087 +460	+8%	+$99.9K	0.09%	91
2025 Q1	$942K	Sell	5,627 -121	-2%	-$25.6K	0.06%	126
2024 Q4	$1.33M	Sell	5,748 -1,792	-24%	-$331K	0.08%	88
2024 Q3	$1.3M	Hold	7,540	–	–	0.09%	84
2024 Q2	$1.21M	Sell	7,540 -60	-0.8%	-$8.41K	0.09%	82
2024 Q1	$1.01M	Sell	7,600 -1,780	-19%	-$221K	0.08%	94
2023 Q4	$1.05M	Buy	9,380 +1,580	+20%	+$150K	0.08%	111
2023 Q3	$648K	Buy	7,800 +270	+4%	+$23.4K	0.06%	115
2023 Q2	$653K	Buy	7,530 +2,320	+45%	+$165K	0.06%	116
2023 Q1	$334K	Sell	5,210 -510	-9%	-$30.7K	0.03%	165
2022 Q4	$320K	Hold	5,720	–	–	0.03%	162
2022 Q3	$254K	Buy	+5,720	New	+$292K	0.03%	168

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Apexium Financial's AVGO Position: Q3 2025 in Review

Apexium Financial increased its Broadcom (AVGO) stake by 0.59% in Q3 2025, buying an estimated $11K and bringing the position to 6,123 shares worth $2.02M. The position accounts for 0.1% of the portfolio, ranked #91.

Apexium Financial first reported a position in AVGO in Q3 2022 and has held it in 13 quarters since. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

Apexium Financial held 6,123 shares of Broadcom worth $2.02M as of Q3 2025.
Apexium Financial bought 36 Broadcom shares in Q3 2025, an estimated $11K.
Broadcom made up 0.1% of Apexium Financial's portfolio in Q3 2025, its #91 holding.
Apexium Financial first reported a position in Broadcom in Q3 2022 and has held it in 13 quarters since.
4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.