Athena Investment Management’s Broadcom AVGO Stock Holding History

Athena Investment Management’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	$2.1M	Buy	6,787 +436	+7%	+$143K	1.09%	17
2025 Q4	$2.2M	Buy	6,351 +135	+2%	+$48.3K	1.13%	16
2025 Q3	$2.05M	Buy	6,216 +272	+5%	+$83.4K	1.07%	16
2025 Q2	$1.64M	Sell	5,944 -666	-10%	-$145K	0.92%	19
2025 Q1	$1.11M	Buy	6,610 +429	+7%	+$90.8K	0.67%	38
2024 Q4	$1.43M	Buy	6,181 +238	+4%	+$44K	0.83%	20
2024 Q3	$1.03M	Buy	5,943 +563	+10%	+$90.3K	0.58%	39
2024 Q2	$864K	Sell	5,380 -230	-4%	-$32.2K	0.52%	45
2024 Q1	$744K	Buy	5,610 +110	+2%	+$13.6K	0.45%	54
2023 Q4	$614K	Buy	5,500 +10	+0.2%	+$947	0.4%	63
2023 Q3	$456K	Buy	5,490 +400	+8%	+$34.7K	0.33%	71
2023 Q2	$442K	Sell	5,090 -190	-4%	-$13.6K	0.3%	75
2023 Q1	$339K	Buy	5,280 +340	+7%	+$20.5K	0.24%	102
2022 Q4	$276K	Buy	+4,940	New	+$248K	0.2%	113

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

Athena Investment Management's AVGO Position: Q1 2026 in Review

Athena Investment Management increased its Broadcom (AVGO) stake by 6.9% in Q1 2026, buying an estimated $143K and bringing the position to 6,787 shares worth $2.1M. The position accounts for 1.09% of the portfolio, ranked #17.

Athena Investment Management first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.2M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Athena Investment Management held 6,787 shares of Broadcom worth $2.1M as of Q1 2026.
Athena Investment Management bought 436 Broadcom shares in Q1 2026, an estimated $143K.
Broadcom made up 1.09% of Athena Investment Management's portfolio in Q1 2026, its #17 holding.
Athena Investment Management first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
Athena Investment Management's Broadcom position peaked at $2.2M in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.