Tyler-Stone Wealth Management’s Broadcom AVGO Stock Holding History

Tyler-Stone 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
2025 Q2	$672K	Sell	2,439 -335	-12%	-$72.7K	0.11%	170
2025 Q1	$464K	Sell	2,774 -370	-12%	-$78.3K	0.08%	195
2024 Q4	$729K	Buy	3,144 +983	+45%	+$182K	0.13%	143
2024 Q3	$373K	Buy	2,161 +1,391	+181%	+$223K	0.07%	220
2024 Q2	$124K	Buy	+770	New	+$108K	0.05%	254
2022 Q2	–	Sell	-1,000	Closed	-$63K	–	855
2022 Q1	$63K	Hold	1,000	–	–	0.03%	309
2021 Q4	$67K	Buy	+1,000	New	+$56.2K	0.04%	318

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tyler-Stone Wealth Management's AVGO Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Broadcom (AVGO) stake by 12% in Q2 2025, selling an estimated $72.7K and leaving 2,439 shares worth $672K. The position accounts for 0.11% of the portfolio, ranked #170.

Tyler-Stone Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 7 quarters since. The position peaked at $729K in Q4 2024. 4,083 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

Tyler-Stone Wealth Management held 2,439 shares of Broadcom worth $672K as of Q2 2025.
Tyler-Stone Wealth Management sold 335 Broadcom shares in Q2 2025, an estimated $72.7K.
Broadcom made up 0.11% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #170 holding.
Tyler-Stone Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 7 quarters since.
Tyler-Stone Wealth Management's Broadcom position peaked at $729K in Q4 2024.
4,083 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.