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Wambolt & Associates’s Broadcom AVGO Stock Holding History

Wambolt & Associates’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 		$3.02M Sell
11,398
-814
-7% -$177K 1.02% 30
2025
Q1 		$2.06M Buy
12,212
+1,546
+14% +$327K 0.7% 50
2024
Q4 		$2.47M Buy
10,666
+5,942
+126% +$1.1M 0.79% 41
2024
Q3 		$791K Buy
4,724
+1,094
+30% +$175K 0.22% 97
2024
Q2 		$596K Buy
3,630
+100
+3% +$14K 0.17% 114
2024
Q1 		$477K Sell
3,530
-60
-2% -$7.43K 0.14% 142
2023
Q4 		$401K Buy
3,590
+580
+19% +$54.9K 0.13% 181
2023
Q3 		$251K Buy
3,010
+360
+14% +$31.2K 0.09% 210
2023
Q2 		$230K Buy
+2,650
New +$189K 0.08% 225

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wambolt & Associates's AVGO Position: Q2 2025 in Review

Wambolt & Associates reduced its Broadcom (AVGO) stake by 6.7% in Q2 2025, selling an estimated $177K and leaving 11,398 shares worth $3.02M. The position accounts for 1.02% of the portfolio, ranked #30.

Wambolt & Associates first reported a position in AVGO in Q2 2023 and has held it in 9 quarters since. 4,084 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • Wambolt & Associates held 11,398 shares of Broadcom worth $3.02M as of Q2 2025.
  • Wambolt & Associates sold 814 Broadcom shares in Q2 2025, an estimated $177K.
  • Broadcom made up 1.02% of Wambolt & Associates's portfolio in Q2 2025, its #30 holding.
  • Wambolt & Associates first reported a position in Broadcom in Q2 2023 and has held it in 9 quarters since.
  • 4,084 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.