Merit Financial Group
AVGO icon

Merit Financial Group’s Broadcom AVGO Stock Holding History

Merit 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
Q3 		$110M Buy
314,188
+6,716
+2% +$2.53M 0.62% 32
2026
Q2 		$116M Buy
307,472
+23,779
+8% +$9.5M 0.71% 32
2026
Q1 		$87.8M Buy
283,693
+31,684
+13% +$10.4M 0.65% 33
2025
Q4 		$87.2M Buy
252,009
+42,345
+20% +$15.1M 0.7% 31
2025
Q3 		$69.2M Buy
209,664
+3,835
+2% +$1.18M 0.64% 34
2025
Q2 		$56.7M Buy
205,829
+77,265
+60% +$16.8M 0.63% 33
2025
Q1 		$21.5M Buy
128,564
+17,326
+16% +$3.67M 0.32% 58
2024
Q4 		$25.8M Buy
111,238
+49,183
+79% +$9.1M 0.46% 39
2024
Q3 		$10.7M Sell
62,055
-24,155
-28% -$3.87M 0.24% 71
2024
Q2 		$13.8M Buy
86,210
+24,790
+40% +$3.47M 0.31% 58
2024
Q1 		$7.85M Buy
61,420
+29,950
+95% +$3.71M 0.19% 91
2023
Q4 		$3.51M Sell
31,470
-24,910
-44% -$2.36M 0.11% 131
2023
Q3 		$4.68M Sell
56,380
-830
-1% -$71.9K 0.15% 102
2023
Q2 		$4.96M Buy
57,210
+23,560
+70% +$1.68M 0.16% 98
2023
Q1 		$2.16M Buy
33,650
+4,840
+17% +$291K 0.08% 196
2022
Q4 		$1.61M Sell
28,810
-9,200
-24% -$461K 0.06% 225
2022
Q3 		$1.69M Sell
38,010
-20,930
-36% -$1.07M 0.07% 176
2022
Q2 		$2.86M Buy
58,940
+36,110
+158% +$2.03M 0.09% 142
2022
Q1 		$1.44M Buy
22,830
+11,280
+98% +$670K 0.09% 128
2021
Q4 		$768K Buy
+11,550
New +$649K 0.08% 130

Other funds holding AVGO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Merit Financial Group's AVGO Position: Q3 2026 in Review

Merit Financial Group increased its Broadcom (AVGO) stake by 2.2% in Q3 2026, buying an estimated $2.53M and bringing the position to 314,188 shares worth $110M. The position accounts for 0.62% of the portfolio, ranked #32.

Merit Financial Group first reported a position in AVGO in Q4 2021 and has held it in 20 quarters since. The position peaked at $116M in Q2 2026. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Merit Financial Group held 314,188 shares of Broadcom worth $110M as of Q3 2026.
  • Merit Financial Group bought 6,716 Broadcom shares in Q3 2026, an estimated $2.53M.
  • Broadcom made up 0.62% of Merit Financial Group's portfolio in Q3 2026, its #32 holding.
  • Merit Financial Group first reported a position in Broadcom in Q4 2021 and has held it in 20 quarters since.
  • Merit Financial Group's Broadcom position peaked at $116M in Q2 2026.
  • 4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.