Laurel Wealth Advisors (North Carolina)’s Broadcom AVGO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-146	Closed	-$50.5K	–	231
2025 Q4	$50.5K	Buy	+146	New	+$52.2K	0.01%	322
2025 Q2	–	Sell	-87	Closed	-$14.6K	–	231
2025 Q1	$14.6K	Buy	87 +17	+24%	+$3.6K	﹤0.01%	438
2024 Q4	$16.2K	Hold	70	–	–	﹤0.01%	437
2024 Q3	$12.1K	Hold	70	–	–	﹤0.01%	446
2024 Q2	$11.2K	Hold	70	–	–	﹤0.01%	418
2024 Q1	$9.28K	Hold	70	–	–	﹤0.01%	443
2023 Q4	$7.81K	Hold	70	–	–	﹤0.01%	420
2023 Q3	$5.82K	Hold	70	–	–	﹤0.01%	440
2023 Q2	$6.07K	Hold	70	–	–	﹤0.01%	440
2023 Q1	$4.49K	Hold	70	–	–	﹤0.01%	465
2022 Q4	$3.91K	Hold	70	–	–	﹤0.01%	447
2022 Q3	$3K	Hold	70	–	–	﹤0.01%	455
2022 Q2	$3K	Hold	70	–	–	﹤0.01%	488
2022 Q1	$4K	Hold	70	–	–	﹤0.01%	495
2021 Q4	$5K	Hold	70	–	–	﹤0.01%	476
2021 Q3	$3K	Hold	70	–	–	﹤0.01%	533
2021 Q2	$3K	Hold	70	–	–	﹤0.01%	597
2021 Q1	$3K	Hold	70	–	–	﹤0.01%	550
2020 Q4	$3K	Hold	70	–	–	﹤0.01%	509
2020 Q3	$3K	Hold	70	–	–	﹤0.01%	454
2020 Q2	$2K	Hold	70	–	–	﹤0.01%	464
2020 Q1	$2K	Buy	+70	New	+$1.97K	﹤0.01%	462

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s AVGO Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 146 shares — an estimated $50.5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in AVGO in Q1 2020 and held it in 22 quarters. The position peaked at $50.5K in Q4 2025. 4,687 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 146 Broadcom shares in Q1 2026, an estimated $50.5K.
Laurel Wealth Advisors (North Carolina) first reported a position in Broadcom in Q1 2020 and held it in 22 quarters.
Laurel Wealth Advisors (North Carolina)'s Broadcom position peaked at $50.5K in Q4 2025.
4,687 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.