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SFM LLC’s Broadcom AVGO Stock Holding History

SFM LLC’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 		$373K Sell
988
-292
-23% -$117K 0.19% 53
2026
Q1 		$396K Buy
1,280
+42
+3% +$13.8K 0.24% 47
2025
Q4 		$429K Buy
1,238
+472
+62% +$169K 0.25% 50
2025
Q3 		$253K Buy
+766
New +$235K 0.15% 54

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

SFM LLC's AVGO Position: Q2 2026 in Review

SFM LLC reduced its Broadcom (AVGO) stake by 23% in Q2 2026, selling an estimated $117K and leaving 988 shares worth $373K. The position accounts for 0.19% of the portfolio, ranked #53.

SFM LLC first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. The position peaked at $429K in Q4 2025. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • SFM LLC held 988 shares of Broadcom worth $373K as of Q2 2026.
  • SFM LLC sold 292 Broadcom shares in Q2 2026, an estimated $117K.
  • Broadcom made up 0.19% of SFM LLC's portfolio in Q2 2026, its #53 holding.
  • SFM LLC first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • SFM LLC's Broadcom position peaked at $429K in Q4 2025.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on SFM LLC's 13F filing for Q2 2026, filed 7 Jul 2026.