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Brass Tax Wealth Management’s Broadcom AVGO Stock Holding History

Brass Tax 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
2025
Q3 		$865K Buy
2,622
+521
+25% +$160K 0.14% 71
2025
Q2 		$579K Sell
2,101
-298
-12% -$64.7K 0.11% 100
2025
Q1 		$402K Buy
2,399
+586
+32% +$124K 0.08% 117
2024
Q4 		$420K Buy
1,813
+175
+11% +$32.4K 0.09% 109
2024
Q3 		$283K Buy
+1,638
New +$263K 0.06% 151

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

Brass Tax Wealth Management's AVGO Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Broadcom (AVGO) stake by 25% in Q3 2025, buying an estimated $160K and bringing the position to 2,622 shares worth $865K. The position accounts for 0.14% of the portfolio, ranked #71.

Brass Tax Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 5 quarters since. 4,289 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Brass Tax Wealth Management held 2,622 shares of Broadcom worth $865K as of Q3 2025.
  • Brass Tax Wealth Management bought 521 Broadcom shares in Q3 2025, an estimated $160K.
  • Broadcom made up 0.14% of Brass Tax Wealth Management's portfolio in Q3 2025, its #71 holding.
  • Brass Tax Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 5 quarters since.
  • 4,289 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.