Triangle Securities Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6M | Sell |
15,889
-810
| -5% | -$325K | 1.19% | 23 |
|
|
2026
Q1 | $5.17M | Sell |
16,699
-208
| -1% | -$68.4K | 1.17% | 23 |
|
|
2025
Q4 | $5.85M | Sell |
16,907
-289
| -2% | -$103K | 1.23% | 20 |
|
|
2025
Q3 | $5.67M | Sell |
17,196
-2,993
| -15% | -$918K | 1.28% | 20 |
|
|
2025
Q2 | $5.57M | Buy |
20,189
+72
| +0.4% | +$15.6K | 1.37% | 18 |
|
|
2025
Q1 | $3.37M | Sell |
20,117
-556
| -3% | -$118K | 0.87% | 32 |
|
|
2024
Q4 | $4.79M | Sell |
20,673
-447
| -2% | -$82.7K | 1.23% | 21 |
|
|
2024
Q3 | $3.64M | Buy |
21,120
+380
| +2% | +$60.9K | 0.94% | 24 |
|
|
2024
Q2 | $3.33M | Sell |
20,740
-280
| -1% | -$39.2K | 0.94% | 25 |
|
|
2024
Q1 | $2.79M | Sell |
21,020
-550
| -3% | -$68.1K | 0.79% | 30 |
|
|
2023
Q4 | $2.41M | Buy |
21,570
+970
| +5% | +$91.8K | 0.75% | 33 |
|
|
2023
Q3 | $1.71M | Sell |
20,600
-320
| -2% | -$27.7K | 0.61% | 53 |
|
|
2023
Q2 | $1.81M | Sell |
20,920
-7,150
| -25% | -$510K | 0.62% | 51 |
|
|
2023
Q1 | $1.8M | Sell |
28,070
-1,150
| -4% | -$69.2K | 0.64% | 52 |
|
|
2022
Q4 | $1.63M | Sell |
29,220
-240
| -0.8% | -$12K | 0.6% | 57 |
|
|
2022
Q3 | $1.31M | Sell |
29,460
-1,250
| -4% | -$63.9K | 0.53% | 61 |
|
|
2022
Q2 | $1.49M | Sell |
30,710
-340
| -1% | -$19.1K | 0.58% | 58 |
|
|
2022
Q1 | $1.96M | Sell |
31,050
-5,000
| -14% | -$297K | 0.65% | 48 |
|
|
2021
Q4 | $2.4M | Sell |
36,050
-2,550
| -7% | -$143K | 0.75% | 38 |
|
|
2021
Q3 | $1.87M | Sell |
38,600
-1,140
| -3% | -$55.4K | 0.64% | 50 |
|
|
2021
Q2 | $1.9M | Sell |
39,740
-1,750
| -4% | -$81.1K | 0.64% | 52 |
|
|
2021
Q1 | $1.92M | Sell |
41,490
-930
| -2% | -$43K | 0.7% | 47 |
|
|
2020
Q4 | $1.86M | Sell |
42,420
-1,250
| -3% | -$48.7K | 0.74% | 43 |
|
|
2020
Q3 | $1.59M | Sell |
43,670
-250
| -0.6% | -$8.37K | 0.72% | 44 |
|
|
2020
Q2 | $1.39M | Buy |
43,920
+2,830
| +7% | +$79.2K | 0.66% | 52 |
|
|
2020
Q1 | $974K | Buy |
41,090
+11,950
| +41% | +$337K | 0.56% | 62 |
|
|
2019
Q4 | $921K | Buy |
29,140
+300
| +1% | +$9.11K | 0.4% | 71 |
|
|
2019
Q3 | $796K | Sell |
28,840
-180
| -0.6% | -$5.12K | 0.39% | 79 |
|
|
2019
Q2 | $798K | Buy |
29,020
+60
| +0.2% | +$1.75K | 0.41% | 75 |
|
|
2019
Q1 | $871K | Sell |
28,960
-350
| -1% | -$9.49K | 0.46% | 68 |
|
|
2018
Q4 | $745K | Buy |
29,310
+170
| +0.6% | +$4.01K | 0.44% | 72 |
|
|
2018
Q3 | $719K | Buy |
29,140
+3,280
| +13% | +$73.6K | 0.38% | 76 |
|
|
2018
Q2 | $627K | Buy |
25,860
+690
| +3% | +$16.9K | 0.35% | 79 |
|
|
2018
Q1 | $593K | Buy |
25,170
+1,760
| +8% | +$44.3K | 0.34% | 83 |
|
|
2017
Q4 | $601K | Sell |
23,410
-100
| -0.4% | -$2.6K | 0.34% | 82 |
|
|
2017
Q3 | $570K | Sell |
23,510
-500
| -2% | -$12.4K | 0.34% | 78 |
|
|
2017
Q2 | $560K | Sell |
24,010
-1,150
| -5% | -$26.7K | 0.37% | 76 |
|
|
2017
Q1 | $551K | Sell |
25,160
-600
| -2% | -$12.4K | 0.35% | 76 |
|
|
2016
Q4 | $455K | Sell |
25,760
-1,670
| -6% | -$28.9K | 0.3% | 84 |
|
|
2016
Q3 | $473K | Sell |
27,430
-3,310
| -11% | -$55.4K | 0.33% | 82 |
|
|
2016
Q2 | $478K | Sell |
30,740
-26,640
| -46% | -$406K | 0.36% | 82 |
|
|
2016
Q1 | $887K | Buy |
+57,380
| New | +$776K | 0.58% | 54 |
|
Other funds holding AVGO
Triangle Securities Wealth Management's AVGO Position: Q2 2026 in Review
Triangle Securities Wealth Management reduced its Broadcom (AVGO) stake by 4.9% in Q2 2026, selling an estimated $325K and leaving 15,889 shares worth $6M. The position accounts for 1.19% of the portfolio, ranked #23.
Triangle Securities Wealth Management first reported a position in AVGO in Q1 2016 and has held it in 42 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Triangle Securities Wealth Management held 15,889 shares of Broadcom worth $6M as of Q2 2026.
- Triangle Securities Wealth Management sold 810 Broadcom shares in Q2 2026, an estimated $325K.
- Broadcom made up 1.19% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #23 holding.
- Triangle Securities Wealth Management first reported a position in Broadcom in Q1 2016 and has held it in 42 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.