Artemis Wealth Advisors’s Broadcom AVGO Stock Holding History

Artemis Wealth 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	–	Sell	-10,558	Closed	-$3.27M	–	57
2026 Q1	$3.27M	Sell	10,558 -5,942	-36%	-$1.96M	0.49%	19
2025 Q4	$5.71M	Sell	16,500 -9,000	-35%	-$3.22M	0.82%	12
2025 Q3	$8.41M	Hold	25,500	–	–	0.92%	10
2025 Q2	$7.03M	Buy	+25,500	New	+$5.54M	0.8%	11
2025 Q1	–	Sell	-37,500	Closed	-$8.69M	–	24
2024 Q4	$8.69M	Buy	37,500 +2,500	+7%	+$462K	1.55%	7
2024 Q3	$6.04M	Buy	35,000 +17,000	+94%	+$2.73M	0.6%	9
2024 Q2	$2.89M	Buy	+18,000	New	+$2.52M	0.27%	17
2017 Q1	–	Sell	-480	Closed	-$8K	–	42
2016 Q4	$8K	Buy	+480	New	+$8.32K	0.01%	24

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Artemis Wealth Advisors's AVGO Position: Q2 2026 in Review

Artemis Wealth Advisors sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 10,558 shares — an estimated $3.27M sold.

Artemis Wealth Advisors first reported a position in AVGO in Q4 2016 and held it in 8 quarters. The position peaked at $8.69M in Q4 2024. 4,850 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Artemis Wealth Advisors reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
Artemis Wealth Advisors sold 10,558 Broadcom shares in Q2 2026, an estimated $3.27M.
Artemis Wealth Advisors first reported a position in Broadcom in Q4 2016 and held it in 8 quarters.
Artemis Wealth Advisors's Broadcom position peaked at $8.69M in Q4 2024.
4,850 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Artemis Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.