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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
Q2 		$2.54M Sell
6,731
-56
-0.8% -$22.5K 1.51% 11
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Athena Investment Management's AVGO Position: Q2 2026 in Review

Athena Investment Management reduced its Broadcom (AVGO) stake by 0.83% in Q2 2026, selling an estimated $22.5K and leaving 6,731 shares worth $2.54M. The position accounts for 1.51% of the portfolio, ranked #11.

Athena Investment Management first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,847 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Athena Investment Management held 6,731 shares of Broadcom worth $2.54M as of Q2 2026.
  • Athena Investment Management sold 56 Broadcom shares in Q2 2026, an estimated $22.5K.
  • Broadcom made up 1.51% of Athena Investment Management's portfolio in Q2 2026, its #11 holding.
  • Athena Investment Management first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,847 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.