Western Pacific Wealth Management’s Broadcom AVGO Stock Holding History

Western Pacific Wealth Management’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	$909K	Buy	2,407 +123	+5%	+$49.3K	0.82%	16
2026 Q1	$707K	Buy	2,284 +194	+9%	+$63.8K	0.72%	16
2025 Q4	$723K	Sell	2,090 -1	-0%	-$358	0.7%	17
2025 Q3	$690K	Buy	2,091 +15	+0.7%	+$4.6K	0.67%	15
2025 Q2	$572K	Sell	2,076 -175	-8%	-$38K	0.55%	21
2025 Q1	$377K	Buy	2,251 +1,146	+104%	+$243K	0.34%	37
2024 Q4	$256K	Buy	1,105 +175	+19%	+$32.4K	0.21%	52
2024 Q3	$160K	Buy	930 +350	+60%	+$56.1K	0.11%	73
2024 Q2	$93.3K	Sell	580 -40	-6%	-$5.61K	0.07%	105
2024 Q1	$82.2K	Buy	620 +40	+7%	+$4.96K	0.06%	113
2023 Q4	$64.8K	Hold	580	–	–	0.05%	123
2023 Q3	$48.2K	Hold	580	–	–	0.04%	139
2023 Q2	$50.3K	Hold	580	–	–	0.04%	141
2023 Q1	$37.2K	Hold	580	–	–	0.03%	160
2022 Q4	$32.4K	Hold	580	–	–	0.03%	156
2022 Q3	$25K	Hold	580	–	–	0.02%	154
2022 Q2	$28K	Hold	580	–	–	0.03%	110
2022 Q1	$36K	Hold	580	–	–	0.03%	114
2021 Q4	$38K	Buy	+580	New	+$32.6K	0.02%	127

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Western Pacific Wealth Management's AVGO Position: Q2 2026 in Review

Western Pacific Wealth Management increased its Broadcom (AVGO) stake by 5.4% in Q2 2026, buying an estimated $49.3K and bringing the position to 2,407 shares worth $909K. The position accounts for 0.82% of the portfolio, ranked #16.

Western Pacific Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Western Pacific Wealth Management held 2,407 shares of Broadcom worth $909K as of Q2 2026.
Western Pacific Wealth Management bought 123 Broadcom shares in Q2 2026, an estimated $49.3K.
Broadcom made up 0.82% of Western Pacific Wealth Management's portfolio in Q2 2026, its #16 holding.
Western Pacific Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.