EFM
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Eley Financial Management’s Broadcom AVGO Stock Holding History

Eley Financial 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 		$5.49M Sell
14,530
-3,876
-21% -$1.55M 1.78% 19
2026
Q1 		$5.7M Sell
18,406
-37
-0.2% -$12.2K 2.06% 13
2025
Q4 		$6.38M Sell
18,443
-3,473
-16% -$1.24M 2.29% 12
2025
Q3 		$7.23M Sell
21,916
-626
-3% -$192K 2.6% 10
2025
Q2 		$6.21M Sell
22,542
-557
-2% -$121K 2.39% 10
2025
Q1 		$3.89M Sell
23,099
-332
-1% -$70.3K 1.56% 26
2024
Q4 		$5.43M Buy
23,431
+84
+0.4% +$15.5K 2.12% 12
2024
Q3 		$4.03M Sell
23,347
-8,853
-27% -$1.42M 1.62% 23
2024
Q2 		$5.17M Sell
32,200
-740
-2% -$104K 2.19% 12
2024
Q1 		$4.37M Sell
32,940
-640
-2% -$79.3K 1.88% 18
2023
Q4 		$3.75M Sell
33,580
-1,170
-3% -$111K 1.76% 19
2023
Q3 		$2.89M Sell
34,750
-430
-1% -$37.3K 1.47% 23
2023
Q2 		$3.05M Sell
35,180
-230
-0.6% -$16.4K 1.49% 22
2023
Q1 		$2.27M Buy
35,410
+170
+0.5% +$10.2K 1.17% 28
2022
Q4 		$1.97M Buy
+35,240
New +$1.77M 1.06% 33

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

Eley Financial Management's AVGO Position: Q2 2026 in Review

Eley Financial Management reduced its Broadcom (AVGO) stake by 21% in Q2 2026, selling an estimated $1.55M and leaving 14,530 shares worth $5.49M. The position accounts for 1.78% of the portfolio, ranked #19.

Eley Financial Management first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.23M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Eley Financial Management held 14,530 shares of Broadcom worth $5.49M as of Q2 2026.
  • Eley Financial Management sold 3,876 Broadcom shares in Q2 2026, an estimated $1.55M.
  • Broadcom made up 1.78% of Eley Financial Management's portfolio in Q2 2026, its #19 holding.
  • Eley Financial Management first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • Eley Financial Management's Broadcom position peaked at $7.23M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.