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Semmax Financial Advisors’s Broadcom AVGO Stock Holding History

Semmax Financial Advisors’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
2025
Q2 		$245K Hold
803
– – 0.06% 129
2025
Q1 		$167K Buy
803
+26
+3% +$5.5K 0.05% 130
2024
Q4 		$183K Sell
777
-89
-10% -$16.5K 0.05% 125
2024
Q3 		$153K Sell
866
-8,594
-91% -$1.38M 0.04% 126
2024
Q2 		$148K Buy
9,460
+7,610
+411% +$1.07M 0.04% 127
2024
Q1 		$247K Buy
1,850
+930
+101% +$115K 0.08% 112
2023
Q4 		$115K Buy
920
+220
+31% +$20.8K 0.04% 121
2023
Q3 		$66.2K Buy
+700
New +$60.7K 0.03% 112
2022
Q4 		$26K Hold
450
– – 0.01% 141
2022
Q3 		$21K Hold
450
– – 0.01% 142
2022
Q2 		$25K Buy
450
+10
+2% +$561 0.01% 136
2022
Q1 		$28K Hold
440
– – 0.01% 151
2021
Q4 		$29K Buy
440
+330
+300% +$18.5K 0.01% 154
2021
Q3 		$5K Hold
110
– – ﹤0.01% 194
2021
Q2 		$5K Hold
110
– – ﹤0.01% 195
2021
Q1 		$5K Hold
110
– – ﹤0.01% 208
2020
Q4 		$5K Sell
110
-140
-56% -$5.46K ﹤0.01% 175
2020
Q3 		$9K Hold
250
– – ﹤0.01% 152
2020
Q2 		$8K Hold
250
– – ﹤0.01% 167
2020
Q1 		$6K Sell
250
-110
-31% -$3.1K ﹤0.01% 174
2019
Q4 		$11K Sell
360
-60
-14% -$1.82K 0.01% 165
2019
Q3 		$12K Sell
420
-20
-5% -$569 0.01% 162
2019
Q2 		$13K Sell
440
-20,030
-98% -$584K 0.01% 164
2019
Q1 		$616K Buy
20,470
+17,210
+528% +$467K 0.43% 64
2018
Q4 		$83K Buy
+3,260
New +$76.9K 0.06% 164

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Semmax Financial Advisors's AVGO Position: Q2 2025 in Review

Semmax Financial Advisors held its Broadcom (AVGO) position steady in Q2 2025 at 803 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #129.

Semmax Financial Advisors first reported a position in AVGO in Q4 2018 and has held it in 25 quarters since. The position peaked at $616K in Q1 2019. 4,083 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • Semmax Financial Advisors held 803 shares of Broadcom worth $245K as of Q2 2025.
  • Semmax Financial Advisors left its Broadcom share count unchanged in Q2 2025.
  • Broadcom made up 0.06% of Semmax Financial Advisors's portfolio in Q2 2025, its #129 holding.
  • Semmax Financial Advisors first reported a position in Broadcom in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's Broadcom position peaked at $616K in Q1 2019.
  • 4,083 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.