WESPAC Advisors’s Broadcom AVGO Stock Holding History

WESPAC Advisors’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	$216K	Sell	698 -73	-9%	-$24K	0.12%	163
2025 Q4	$267K	Sell	771 -381	-33%	-$136K	0.14%	144
2025 Q3	$380K	Sell	1,152 -194	-14%	-$59.5K	0.22%	133
2025 Q2	$371K	Buy	+1,346	New	+$292K	0.26%	123
2025 Q1	–	Sell	-5,361	Closed	-$1.24M	–	159
2024 Q4	$1.24M	Sell	5,361 -911	-15%	-$168K	0.91%	24
2024 Q3	$1.08M	Buy	6,272 +282	+5%	+$45.2K	0.8%	37
2024 Q2	$962K	Sell	5,990 -2,440	-29%	-$342K	0.75%	43
2024 Q1	$1.12M	Sell	8,430 -480	-5%	-$59.5K	0.65%	51
2023 Q4	$995K	Buy	8,910 +5,850	+191%	+$554K	0.69%	49
2023 Q3	$254K	Sell	3,060 -340	-10%	-$29.5K	0.19%	120
2023 Q2	$295K	Buy	+3,400	New	+$242K	0.24%	99
2016 Q4	–	Sell	-31,520	Closed	-$544K	–	110
2016 Q3	$544K	Sell	31,520 -10,130	-24%	-$169K	0.61%	58
2016 Q2	$647K	Buy	41,650 +4,750	+13%	+$72.3K	0.67%	58
2016 Q1	$570K	Buy	+36,900	New	+$499K	0.71%	59

Other funds holding AVGO

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

WESPAC Advisors's AVGO Position: Q1 2026 in Review

WESPAC Advisors reduced its Broadcom (AVGO) stake by 9.5% in Q1 2026, selling an estimated $24K and leaving 698 shares worth $216K. The position accounts for 0.12% of the portfolio, ranked #163.

WESPAC Advisors first reported a position in AVGO in Q1 2016 and has held it in 14 quarters since. The position peaked at $1.24M in Q4 2024. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

WESPAC Advisors held 698 shares of Broadcom worth $216K as of Q1 2026.
WESPAC Advisors sold 73 Broadcom shares in Q1 2026, an estimated $24K.
Broadcom made up 0.12% of WESPAC Advisors's portfolio in Q1 2026, its #163 holding.
WESPAC Advisors first reported a position in Broadcom in Q1 2016 and has held it in 14 quarters since.
WESPAC Advisors's Broadcom position peaked at $1.24M in Q4 2024.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.