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Armis Advisers’s Broadcom AVGO Stock Holding History

Armis Advisers’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 		$9.44M Buy
25,253
+328
+1% +$132K 0.87% 26
2026
Q1 		$10.4M Buy
24,925
+315
+1% +$104K 1% 24
2025
Q4 		$7.64M Sell
24,610
-2,320
-9% -$830K 0.86% 25
2025
Q3 		$9.69M Buy
26,930
+5,207
+24% +$1.6M 0.88% 30
2025
Q2 		$5.96M Buy
21,723
+5,999
+38% +$1.3M 0.47% 48
2025
Q1 		$2.92M Buy
15,724
+14,268
+980% +$3.02M 0.27% 82
2024
Q4 		$337K Buy
+1,456
New +$269K 0.04% 244

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Armis Advisers's AVGO Position: Q2 2026 in Review

Armis Advisers increased its Broadcom (AVGO) stake by 1.3% in Q2 2026, buying an estimated $132K and bringing the position to 25,253 shares worth $9.44M. The position accounts for 0.87% of the portfolio, ranked #26.

Armis Advisers first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.4M in Q1 2026. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Armis Advisers held 25,253 shares of Broadcom worth $9.44M as of Q2 2026.
  • Armis Advisers bought 328 Broadcom shares in Q2 2026, an estimated $132K.
  • Broadcom made up 0.87% of Armis Advisers's portfolio in Q2 2026, its #26 holding.
  • Armis Advisers first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Armis Advisers's Broadcom position peaked at $10.4M in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.