EFG
AVGO icon

Elm3 Financial Group’s Broadcom AVGO Stock Holding History

Elm3 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 		$6.2M Buy
16,418
+95
+0.6% +$38.1K 4.25% 3
2026
Q1 		$5.05M Sell
16,323
-156
-0.9% -$51.3K 4.27% 3
2025
Q4 		$5.7M Sell
16,479
-1,023
-6% -$366K 4.73% 3
2025
Q3 		$5.77M Sell
17,502
-741
-4% -$227K 4.73% 3
2025
Q2 		$5.03M Sell
18,243
-182
-1% -$39.5K 4.18% 5
2025
Q1 		$3.08M Sell
18,425
-944
-5% -$200K 2.71% 11
2024
Q4 		$4.49M Buy
+19,369
New +$3.58M 3.83% 8

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

Elm3 Financial Group's AVGO Position: Q2 2026 in Review

Elm3 Financial Group increased its Broadcom (AVGO) stake by 0.58% in Q2 2026, buying an estimated $38.1K and bringing the position to 16,418 shares worth $6.2M. The position accounts for 4.25% of the portfolio, ranked #3.

Elm3 Financial Group first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Elm3 Financial Group held 16,418 shares of Broadcom worth $6.2M as of Q2 2026.
  • Elm3 Financial Group bought 95 Broadcom shares in Q2 2026, an estimated $38.1K.
  • Broadcom made up 4.25% of Elm3 Financial Group's portfolio in Q2 2026, its #3 holding.
  • Elm3 Financial Group first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.