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Atomi Financial Group’s Broadcom AVGO Stock Holding History

Atomi Financial Group’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 		$63.4M Buy
167,775
+34,514
+26% +$13.8M 1.65% 9
2026
Q1 		$41.2M Buy
133,261
+6,779
+5% +$2.23M 1.27% 15
2025
Q4 		$43.8M Buy
126,482
+73,783
+140% +$26.4M 1.28% 19
2025
Q3 		$17.4M Buy
52,699
+8,370
+19% +$2.57M 0.56% 36
2025
Q2 		$12.2M Buy
44,329
+5,046
+13% +$1.1M 0.46% 42
2025
Q1 		$6.58M Sell
39,283
-11,004
-22% -$2.33M 0.3% 67
2024
Q4 		$11.7M Buy
50,287
+6,782
+16% +$1.25M 0.59% 36
2024
Q3 		$7.5M Sell
43,505
-6,385
-13% -$1.02M 0.47% 39
2024
Q2 		$8.01M Buy
49,890
+9,690
+24% +$1.36M 0.59% 36
2024
Q1 		$5.33M Sell
40,200
-1,310
-3% -$162K 0.49% 38
2023
Q4 		$4.63M Buy
41,510
+11,000
+36% +$1.04M 0.64% 26
2023
Q3 		$2.53M Buy
30,510
+27,380
+875% +$2.37M 0.85% 21
2023
Q2 		$271K Buy
+3,130
New +$223K 0.12% 201

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

Atomi Financial Group's AVGO Position: Q2 2026 in Review

Atomi Financial Group increased its Broadcom (AVGO) stake by 26% in Q2 2026, buying an estimated $13.8M and bringing the position to 167,775 shares worth $63.4M. The position accounts for 1.65% of the portfolio, ranked #9.

Atomi Financial Group first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Atomi Financial Group held 167,775 shares of Broadcom worth $63.4M as of Q2 2026.
  • Atomi Financial Group bought 34,514 Broadcom shares in Q2 2026, an estimated $13.8M.
  • Broadcom made up 1.65% of Atomi Financial Group's portfolio in Q2 2026, its #9 holding.
  • Atomi Financial Group first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.