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WESPAC Advisors SoCal’s Broadcom AVGO Stock Holding History

WESPAC Advisors SoCal’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 		$22.1M Sell
58,520
-3,356
-5% -$1.35M 3.95% 3
2026
Q1 		$19.2M Sell
61,876
-1,615
-3% -$531K 4.07% 3
2025
Q4 		$22M Buy
63,491
+227
+0.4% +$81.2K 4.43% 3
2025
Q3 		$20.9M Buy
63,264
+1,828
+3% +$561K 4.24% 2
2025
Q2 		$16.9M Sell
61,436
-18,288
-23% -$3.97M 3.78% 3
2025
Q1 		$13.3M Sell
79,724
-18,587
-19% -$3.93M 3.48% 9
2024
Q4 		$22.8M Sell
98,311
-9,817
-9% -$1.82M 5.16% 1
2024
Q3 		$18.7M Sell
108,128
-23,962
-18% -$3.84M 4.31% 2
2024
Q2 		$21.2M Buy
132,090
+290
+0.2% +$40.6K 5.33% 2
2024
Q1 		$17.5M Buy
131,800
+400
+0.3% +$49.6K 4.57% 3
2023
Q4 		$14.7M Buy
131,400
+570
+0.4% +$54K 4.27% 3
2023
Q3 		$10.9M Sell
130,830
-120
-0.1% -$10.4K 3.67% 7
2023
Q2 		$11.4M Sell
130,950
-55,700
-30% -$3.97M 3.89% 7
2023
Q1 		$12M Sell
186,650
-660
-0.4% -$39.7K 4.13% 4
2022
Q4 		$10.5M Buy
187,310
+1,250
+0.7% +$62.7K 3.89% 4
2022
Q3 		$8.75M Sell
186,060
-2,280
-1% -$116K 3.66% 6
2022
Q2 		$9.15M Sell
188,340
-2,890
-2% -$162K 3.5% 7
2022
Q1 		$12M Sell
191,230
-6,950
-4% -$413K 3.71% 6
2021
Q4 		$11.7M Sell
198,180
-51,650
-21% -$2.9M 3.59% 6
2021
Q3 		$12.1M Sell
249,830
-2,160
-0.9% -$105K 3.96% 5
2021
Q2 		$12M Buy
251,990
+5,180
+2% +$240K 3.99% 4
2021
Q1 		$11.4M Sell
246,810
-710
-0.3% -$32.8K 4.49% 3
2020
Q4 		$10.8M Buy
247,520
+31,090
+14% +$1.21M 4.3% 5
2020
Q3 		$8.15M Sell
216,430
-670
-0.3% -$22.4K 3.88% 8
2020
Q2 		$6.93M Buy
217,100
+14,400
+7% +$403K 3.21% 9
2020
Q1 		$5.39M Buy
+202,700
New +$5.71M 2.99% 17
2019
Q2 		– Sell
-750
Closed -$22K – 98
2019
Q1 		$22K Hold
750
– – 0.01% 165
2018
Q4 		$19K Sell
750
-300
-29% -$7.08K 0.01% 181
2018
Q3 		$25K Buy
+1,050
New +$23.5K 0.01% 164
2018
Q2 		– Sell
-300
Closed -$7K – 105
2018
Q1 		$7K Hold
300
– – ﹤0.01% 205
2017
Q4 		$7K Hold
300
– – ﹤0.01% 198
2017
Q3 		$7K Hold
300
– – ﹤0.01% 208
2017
Q2 		$6K Sell
300
-140
-32% -$3.25K ﹤0.01% 202
2017
Q1 		$9.63K Hold
440
– – 0.01% 190
2016
Q4 		$7.78K Hold
440
– – 0.01% 198
2016
Q3 		$7.59K Buy
+440
New +$7.36K 0.01% 208

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

WESPAC Advisors SoCal's AVGO Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its Broadcom (AVGO) stake by 5.4% in Q2 2026, selling an estimated $1.35M and leaving 58,520 shares worth $22.1M. The position accounts for 3.95% of the portfolio, ranked #3.

WESPAC Advisors SoCal first reported a position in AVGO in Q3 2016 and has held it in 36 quarters since. The position peaked at $22.8M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • WESPAC Advisors SoCal held 58,520 shares of Broadcom worth $22.1M as of Q2 2026.
  • WESPAC Advisors SoCal sold 3,356 Broadcom shares in Q2 2026, an estimated $1.35M.
  • Broadcom made up 3.95% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #3 holding.
  • WESPAC Advisors SoCal first reported a position in Broadcom in Q3 2016 and has held it in 36 quarters since.
  • WESPAC Advisors SoCal's Broadcom position peaked at $22.8M in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.