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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Artemis Wealth Advisors's AVGO Position: Q1 2026 in Review

Artemis Wealth Advisors reduced its Broadcom (AVGO) stake by 36% in Q1 2026, selling an estimated $1.96M and leaving 10,558 shares worth $3.27M. The position accounts for 0.49% of the portfolio, ranked #19.

Artemis Wealth Advisors first reported a position in AVGO in Q4 2016 and has held it in 8 quarters since. The position peaked at $8.69M in Q4 2024. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Artemis Wealth Advisors held 10,558 shares of Broadcom worth $3.27M as of Q1 2026.
Artemis Wealth Advisors sold 5,942 Broadcom shares in Q1 2026, an estimated $1.96M.
Broadcom made up 0.49% of Artemis Wealth Advisors's portfolio in Q1 2026, its #19 holding.
Artemis Wealth Advisors first reported a position in Broadcom in Q4 2016 and has held it in 8 quarters since.
Artemis Wealth Advisors's Broadcom position peaked at $8.69M in Q4 2024.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Artemis Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.