Tower Wealth Partners’s Broadcom AVGO Stock Holding History

Tower Wealth Partners’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	$512K	Buy	1,654 +31	+2%	+$10.2K	0.28%	43
2025 Q4	$562K	Buy	1,623 +45	+3%	+$16.1K	0.31%	38
2025 Q3	$521K	Sell	1,578 -394	-20%	-$121K	0.29%	38
2025 Q2	$544K	Buy	1,972 +111	+6%	+$24.1K	0.32%	34
2025 Q1	$312K	Buy	1,861 +316	+20%	+$66.9K	0.17%	53
2024 Q4	$358K	Sell	1,545 -234	-13%	-$43.3K	0.19%	50
2024 Q3	$307K	Buy	1,779 +79	+5%	+$12.7K	0.18%	51
2024 Q2	$273K	Sell	1,700 -70	-4%	-$9.81K	0.17%	50
2024 Q1	$235K	Sell	1,770 -1,280	-42%	-$159K	0.15%	53
2023 Q4	$340K	Buy	+3,050	New	+$289K	0.24%	43

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

Tower Wealth Partners's AVGO Position: Q1 2026 in Review

Tower Wealth Partners increased its Broadcom (AVGO) stake by 1.9% in Q1 2026, buying an estimated $10.2K and bringing the position to 1,654 shares worth $512K. The position accounts for 0.28% of the portfolio, ranked #43.

Tower Wealth Partners first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $562K in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Tower Wealth Partners held 1,654 shares of Broadcom worth $512K as of Q1 2026.
Tower Wealth Partners bought 31 Broadcom shares in Q1 2026, an estimated $10.2K.
Broadcom made up 0.28% of Tower Wealth Partners's portfolio in Q1 2026, its #43 holding.
Tower Wealth Partners first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Tower Wealth Partners's Broadcom position peaked at $562K in Q4 2025.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.