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TSA Wealth Management’s Broadcom AVGO Stock Holding History

TSA 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 		$417K Sell
1,348
-368
-21% -$121K 0.13% 67
2025
Q4 		$594K Buy
1,716
+553
+48% +$198K 0.2% 56
2025
Q3 		$384K Buy
1,163
+11
+1% +$3.38K 0.13% 61
2025
Q2 		$318K Buy
+1,152
New +$250K 0.12% 65

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

TSA Wealth Management's AVGO Position: Q1 2026 in Review

TSA Wealth Management reduced its Broadcom (AVGO) stake by 21% in Q1 2026, selling an estimated $121K and leaving 1,348 shares worth $417K. The position accounts for 0.13% of the portfolio, ranked #67.

TSA Wealth Management first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. The position peaked at $594K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • TSA Wealth Management held 1,348 shares of Broadcom worth $417K as of Q1 2026.
  • TSA Wealth Management sold 368 Broadcom shares in Q1 2026, an estimated $121K.
  • Broadcom made up 0.13% of TSA Wealth Management's portfolio in Q1 2026, its #67 holding.
  • TSA Wealth Management first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • TSA Wealth Management's Broadcom position peaked at $594K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on TSA Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.