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Baker Tilly Wealth Management’s Broadcom AVGO Stock Holding History

Baker Tilly Wealth Management’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 		$2.79M Buy
7,957
+238
+3% +$89.6K 0.55% 38
2026
Q2 		$2.92M Sell
7,719
-1,108
-13% -$444K 0.62% 34
2026
Q1 		$2.73M Sell
8,827
-358
-4% -$118K 0.66% 34
2025
Q4 		$3.18M Buy
9,185
+734
+9% +$262K 0.78% 30
2025
Q3 		$2.79M Buy
8,451
+802
+10% +$246K 0.63% 35
2025
Q2 		$2.11M Sell
7,649
-649
-8% -$141K 0.75% 27
2025
Q1 		$1.39M Buy
8,298
+110
+1% +$23.3K 0.54% 32
2024
Q4 		$1.9M Buy
8,188
+201
+3% +$37.2K 0.74% 28
2024
Q3 		$1.38M Sell
7,987
-753
-9% -$121K 0.61% 29
2024
Q2 		$1.4M Sell
8,740
-3,910
-31% -$548K 0.57% 30
2024
Q1 		$1.68M Sell
12,650
-60
-0.5% -$7.43K 0.3% 75
2023
Q4 		$1.42M Sell
12,710
-2,110
-14% -$200K 0.23% 99
2023
Q3 		$1.23M Sell
14,820
-20,580
-58% -$1.78M 0.2% 104
2023
Q2 		$3.07M Sell
35,400
-3,510
-9% -$250K 0.32% 69
2023
Q1 		$2.5M Buy
38,910
+1,040
+3% +$62.6K 0.28% 76
2022
Q4 		$2.12M Buy
37,870
+3,680
+11% +$185K 0.26% 88
2022
Q3 		$1.52M Sell
34,190
-150
-0.4% -$7.66K 0.21% 101
2022
Q2 		$1.67M Buy
34,340
+2,420
+8% +$136K 0.22% 96
2022
Q1 		$2.01M Sell
31,920
-920
-3% -$54.6K 0.22% 92
2021
Q4 		$2.19M Buy
32,840
+3,190
+11% +$179K 0.23% 85
2021
Q3 		$1.44M Buy
29,650
+4,710
+19% +$229K 0.19% 105
2021
Q2 		$1.19M Buy
24,940
+1,190
+5% +$55.1K 0.19% 116
2021
Q1 		$1.1M Buy
23,750
+12,990
+121% +$601K 0.23% 106
2020
Q4 		$471K Buy
+10,760
New +$419K 0.15% 156

Other funds holding AVGO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Baker Tilly Wealth Management's AVGO Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Broadcom (AVGO) stake by 3.1% in Q3 2026, buying an estimated $89.6K and bringing the position to 7,957 shares worth $2.79M. The position accounts for 0.55% of the portfolio, ranked #38.

Baker Tilly Wealth Management first reported a position in AVGO in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.18M in Q4 2025. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Baker Tilly Wealth Management held 7,957 shares of Broadcom worth $2.79M as of Q3 2026.
  • Baker Tilly Wealth Management bought 238 Broadcom shares in Q3 2026, an estimated $89.6K.
  • Broadcom made up 0.55% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Baker Tilly Wealth Management first reported a position in Broadcom in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Broadcom position peaked at $3.18M in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.