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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
Q2 		$230K Sell
609
-89
-13% -$35.7K 0.11% 175
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
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 $3.38T AUM 44.17% 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

WESPAC Advisors's AVGO Position: Q2 2026 in Review

WESPAC Advisors reduced its Broadcom (AVGO) stake by 13% in Q2 2026, selling an estimated $35.7K and leaving 609 shares worth $230K. The position accounts for 0.11% of the portfolio, ranked #175.

WESPAC Advisors first reported a position in AVGO in Q1 2016 and has held it in 15 quarters since. The position peaked at $1.24M in Q4 2024. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • WESPAC Advisors held 609 shares of Broadcom worth $230K as of Q2 2026.
  • WESPAC Advisors sold 89 Broadcom shares in Q2 2026, an estimated $35.7K.
  • Broadcom made up 0.11% of WESPAC Advisors's portfolio in Q2 2026, its #175 holding.
  • WESPAC Advisors first reported a position in Broadcom in Q1 2016 and has held it in 15 quarters since.
  • WESPAC Advisors's Broadcom position peaked at $1.24M in Q4 2024.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.