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Axiom Financial Strategies’s Broadcom AVGO Stock Holding History

Axiom Financial Strategies’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
2025
Q3 		– Sell
-751
Closed -$207K – 50
2025
Q2 		$207K Buy
+751
New +$163K 0.12% 38

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Axiom Financial Strategies's AVGO Position: Q3 2025 in Review

Axiom Financial Strategies sold out of Broadcom (AVGO) in Q3 2025, closing a stake of 751 shares — an estimated $207K sold.

Axiom Financial Strategies first reported a position in AVGO in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Axiom Financial Strategies reported no remaining Broadcom position as of Q3 2025 after selling out during the quarter.
  • Axiom Financial Strategies sold 751 Broadcom shares in Q3 2025, an estimated $207K.
  • Axiom Financial Strategies first reported a position in Broadcom in Q2 2025 and held it in 1 quarter.
  • Axiom Financial Strategies's Broadcom position peaked at $207K in Q2 2025.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Axiom Financial Strategies's 13F filing for Q3 2025, filed 14 Nov 2025.