Harmony Asset Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$3.12M Buy
8,871
+594
+7% +$224K 0.78% 32
2026
Q2
$3.13M Sell
8,277
-830
-9% -$333K 0.84% 32
2026
Q1
$2.82M Buy
9,107
+126
+1% +$41.5K 0.86% 23
2025
Q4
$3.11M Buy
8,981
+24
+0.3% +$8.58K 1.04% 23
2025
Q3
$2.95M Hold
8,957
– – 1.02% 23
2025
Q2
$2.47M Sell
8,957
-1,025
-10% -$223K 0.92% 25
2025
Q1
$1.67M Sell
9,982
-35
-0.3% -$7.41K 0.7% 36
2024
Q4
$2.32M Sell
10,017
-1,588
-14% -$294K 0.92% 32
2024
Q3
$2M Buy
11,605
+2,165
+23% +$347K 0.74% 43
2024
Q2
$1.52M Buy
9,440
+820
+10% +$115K 0.63% 48
2024
Q1
$1.14M Buy
8,620
+200
+2% +$24.8K 0.47% 58
2023
Q4
$940K Buy
+8,420
New +$797K 0.4% 67

Other funds holding AVGO

Harmony Asset Management's AVGO Position: Q3 2026 in Review

Harmony Asset Management increased its Broadcom (AVGO) stake by 7.2% in Q3 2026, buying an estimated $224K and bringing the position to 8,871 shares worth $3.12M. The position accounts for 0.78% of the portfolio, ranked #32.

Harmony Asset Management first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.13M in Q2 2026. 1,458 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Harmony Asset Management held 8,871 shares of Broadcom worth $3.12M as of Q3 2026.
  • Harmony Asset Management bought 594 Broadcom shares in Q3 2026, an estimated $224K.
  • Broadcom made up 0.78% of Harmony Asset Management's portfolio in Q3 2026, its #32 holding.
  • Harmony Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • Harmony Asset Management's Broadcom position peaked at $3.13M in Q2 2026.
  • 1,458 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.