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Wealth Advisors of Tampa Bay’s Broadcom AVGO Stock Holding History

Wealth Advisors of Tampa Bay’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 		$17.2M Sell
55,729
-900
-2% -$296K 5.7% 1
2025
Q4 		$19.6M Sell
56,629
-655
-1% -$234K 6.76% 1
2025
Q3 		$18.9M Sell
57,284
-1,785
-3% -$548K 6.3% 1
2025
Q2 		$16.3M Sell
59,069
-13,276
-18% -$2.88M 6.14% 1
2025
Q1 		$12.1M Sell
72,345
-695
-1% -$147K 4.92% 1
2024
Q4 		$16.9M Sell
73,040
-1,105
-1% -$204K 7.25% 1
2024
Q3 		$12.8M Sell
74,145
-135
-0.2% -$21.6K 5.34% 1
2024
Q2 		$11.9M Buy
74,280
+120
+0.2% +$16.8K 5.56% 1
2024
Q1 		$9.83M Sell
74,160
-5,450
-7% -$675K 4.67% 1
2023
Q4 		$8.89M Sell
79,610
-85,070
-52% -$8.06M 4.46% 2
2023
Q3 		$13.7M Buy
164,680
+79,730
+94% +$6.91M 3.76% 3
2023
Q2 		$7.37M Sell
84,950
-16,600
-16% -$1.18M 4.04% 3
2023
Q1 		$6.51M Buy
101,550
+500
+0.5% +$30.1K 3.73% 3
2022
Q4 		$5.65M Sell
101,050
-780
-0.8% -$39.1K 3.5% 3
2022
Q3 		$4.52M Sell
101,830
-92,130
-47% -$4.71M 3.1% 4
2022
Q2 		$9.42M Buy
193,960
+1,300
+0.7% +$73K 2.91% 4
2022
Q1 		$12.1M Buy
192,660
+8,780
+5% +$522K 3.28% 3
2021
Q4 		$12.2M Buy
183,880
+93,150
+103% +$5.24M 3% 3
2021
Q3 		$4.4M Buy
90,730
+2,360
+3% +$115K 2.43% 5
2021
Q2 		$4.21M Buy
88,370
+52,450
+146% +$2.43M 2.35% 8
2021
Q1 		$1.67M Buy
35,920
+27,110
+308% +$1.25M 0.98% 48
2020
Q4 		$386K Buy
8,810
+600
+7% +$23.4K 0.27% 65
2020
Q3 		$299K Buy
+8,210
New +$275K 0.22% 69

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

Wealth Advisors of Tampa Bay's AVGO Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay reduced its Broadcom (AVGO) stake by 1.6% in Q1 2026, selling an estimated $296K and leaving 55,729 shares worth $17.2M. The position accounts for 5.7% of the portfolio, ranked #1.

Wealth Advisors of Tampa Bay first reported a position in AVGO in Q3 2020 and has held it in 23 quarters since. The position peaked at $19.6M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Wealth Advisors of Tampa Bay held 55,729 shares of Broadcom worth $17.2M as of Q1 2026.
  • Wealth Advisors of Tampa Bay sold 900 Broadcom shares in Q1 2026, an estimated $296K.
  • Broadcom made up 5.7% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #1 holding.
  • Wealth Advisors of Tampa Bay first reported a position in Broadcom in Q3 2020 and has held it in 23 quarters since.
  • Wealth Advisors of Tampa Bay's Broadcom position peaked at $19.6M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.