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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
Q2 		$21.4M Buy
56,699
+970
+2% +$389K 6.55% 2
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealth Advisors of Tampa Bay's AVGO Position: Q2 2026 in Review

Wealth Advisors of Tampa Bay increased its Broadcom (AVGO) stake by 1.7% in Q2 2026, buying an estimated $389K and bringing the position to 56,699 shares worth $21.4M. The position accounts for 6.55% of the portfolio, ranked #2.

Wealth Advisors of Tampa Bay first reported a position in AVGO in Q3 2020 and has held it in 24 quarters since. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wealth Advisors of Tampa Bay held 56,699 shares of Broadcom worth $21.4M as of Q2 2026.
  • Wealth Advisors of Tampa Bay bought 970 Broadcom shares in Q2 2026, an estimated $389K.
  • Broadcom made up 6.55% of Wealth Advisors of Tampa Bay's portfolio in Q2 2026, its #2 holding.
  • Wealth Advisors of Tampa Bay first reported a position in Broadcom in Q3 2020 and has held it in 24 quarters since.
  • 4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2026, filed 14 Aug 2026.