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Tandem Wealth Advisors’s Broadcom AVGO Stock Holding History

Tandem Wealth Advisors’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 		$935K Buy
3,021
+361
+14% +$119K 0.42% 25
2025
Q4 		$921K Buy
2,660
+428
+19% +$153K 0.41% 23
2025
Q3 		$736K Sell
2,232
-1,388
-38% -$426K 0.35% 24
2025
Q2 		$998K Buy
3,620
+1,417
+64% +$308K 0.49% 20
2025
Q1 		$369K Sell
2,203
-1,412
-39% -$299K 0.19% 40
2024
Q4 		$838K Buy
3,615
+142
+4% +$26.3K 0.43% 22
2024
Q3 		$599K Sell
3,473
-97
-3% -$15.6K 0.3% 23
2024
Q2 		$573K Sell
3,570
-40
-1% -$5.61K 0.31% 23
2024
Q1 		$478K Sell
3,610
-480
-12% -$59.5K 0.26% 25
2023
Q4 		$457K Sell
4,090
-220
-5% -$20.8K 0.26% 23
2023
Q3 		$358K Sell
4,310
-40
-0.9% -$3.47K 0.22% 31
2023
Q2 		$377K Sell
4,350
-2,860
-40% -$204K 0.23% 29
2023
Q1 		$463K Sell
7,210
-200
-3% -$12K 0.29% 21
2022
Q4 		$414K Buy
+7,410
New +$372K 0.26% 26

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tandem Wealth Advisors's AVGO Position: Q1 2026 in Review

Tandem Wealth Advisors increased its Broadcom (AVGO) stake by 14% in Q1 2026, buying an estimated $119K and bringing the position to 3,021 shares worth $935K. The position accounts for 0.42% of the portfolio, ranked #25.

Tandem Wealth Advisors first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. The position peaked at $998K in Q2 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Tandem Wealth Advisors held 3,021 shares of Broadcom worth $935K as of Q1 2026.
  • Tandem Wealth Advisors bought 361 Broadcom shares in Q1 2026, an estimated $119K.
  • Broadcom made up 0.42% of Tandem Wealth Advisors's portfolio in Q1 2026, its #25 holding.
  • Tandem Wealth Advisors first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
  • Tandem Wealth Advisors's Broadcom position peaked at $998K in Q2 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.