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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Elm3 Financial Group's AVGO Position: Q1 2026 in Review

Elm3 Financial Group reduced its Broadcom (AVGO) stake by 0.95% in Q1 2026, selling an estimated $51.3K and leaving 16,323 shares worth $5.05M. The position accounts for 4.27% of the portfolio, ranked #3.

Elm3 Financial Group first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.77M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Elm3 Financial Group held 16,323 shares of Broadcom worth $5.05M as of Q1 2026.
  • Elm3 Financial Group sold 156 Broadcom shares in Q1 2026, an estimated $51.3K.
  • Broadcom made up 4.27% of Elm3 Financial Group's portfolio in Q1 2026, its #3 holding.
  • Elm3 Financial Group first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Elm3 Financial Group's Broadcom position peaked at $5.77M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.