Eads & Heald Wealth Management’s Broadcom AVGO Stock Holding History

Eads & Heald 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 Q1	$2.73M	Sell	8,823 -618	-7%	-$203K	1.36%	16
2025 Q4	$3.27M	Sell	9,441 -795	-8%	-$284K	1.58%	9
2025 Q3	$3.38M	Sell	10,236 -369	-3%	-$113K	1.61%	8
2025 Q2	$2.92M	Sell	10,605 -907	-8%	-$197K	1.44%	14
2025 Q1	$1.93M	Sell	11,512 -532	-4%	-$113K	0.98%	41
2024 Q4	$2.79M	Sell	12,044 -548	-4%	-$101K	1.37%	15
2024 Q3	$2.17M	Sell	12,592 -1,368	-10%	-$219K	1.03%	40
2024 Q2	$2.24M	Buy	13,960 +350	+3%	+$49K	1.08%	32
2024 Q1	$1.8M	Buy	13,610 +390	+3%	+$48.3K	0.84%	53
2023 Q4	$1.48M	Buy	13,220 +700	+6%	+$66.3K	0.71%	72
2023 Q3	$1.04M	Buy	12,520 +2,320	+23%	+$201K	0.55%	82
2023 Q2	$885K	Buy	+10,200	New	+$727K	0.44%	90

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Eads & Heald Wealth Management's AVGO Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Broadcom (AVGO) stake by 6.5% in Q1 2026, selling an estimated $203K and leaving 8,823 shares worth $2.73M. The position accounts for 1.36% of the portfolio, ranked #16.

Eads & Heald Wealth Management first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.38M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Eads & Heald Wealth Management held 8,823 shares of Broadcom worth $2.73M as of Q1 2026.
Eads & Heald Wealth Management sold 618 Broadcom shares in Q1 2026, an estimated $203K.
Broadcom made up 1.36% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #16 holding.
Eads & Heald Wealth Management first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
Eads & Heald Wealth Management's Broadcom position peaked at $3.38M in Q3 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.