Westover Capital Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.5M | Sell |
50,107
-4,772
| -9% | -$1.57M | 2.85% | 5 |
|
|
2025
Q4 | $19M | Sell |
54,879
-4,387
| -7% | -$1.57M | 3.46% | 6 |
|
|
2025
Q3 | $19.6M | Sell |
59,266
-2,320
| -4% | -$712K | 3.62% | 5 |
|
|
2025
Q2 | $17M | Sell |
61,586
-1,241
| -2% | -$269K | 3.39% | 4 |
|
|
2025
Q1 | $10.5M | Sell |
62,827
-11,003
| -15% | -$2.33M | 2.34% | 10 |
|
|
2024
Q4 | $17.1M | Sell |
73,830
-1,638
| -2% | -$303K | 3.77% | 5 |
|
|
2024
Q3 | $13M | Buy |
75,468
+4,368
| +6% | +$700K | 2.5% | 12 |
|
|
2024
Q2 | $11.4M | Sell |
71,100
-2,660
| -4% | -$373K | 2.94% | 7 |
|
|
2024
Q1 | $9.78M | Sell |
73,760
-10,210
| -12% | -$1.27M | 2.86% | 6 |
|
|
2023
Q4 | $9.37M | Sell |
83,970
-2,640
| -3% | -$250K | 3.05% | 5 |
|
|
2023
Q3 | $7.19M | Sell |
86,610
-2,160
| -2% | -$187K | 2.61% | 7 |
|
|
2023
Q2 | $7.7M | Sell |
88,770
-4,700
| -5% | -$335K | 2.68% | 6 |
|
|
2023
Q1 | $6M | Sell |
93,470
-1,020
| -1% | -$61.4K | 2.22% | 8 |
|
|
2022
Q4 | $5.28M | Sell |
94,490
-2,310
| -2% | -$116K | 2.09% | 10 |
|
|
2022
Q3 | $4.3M | Buy |
96,800
+2,630
| +3% | +$134K | 1.64% | 13 |
|
|
2022
Q2 | $4.58M | Buy |
94,170
+9,650
| +11% | +$542K | 1.69% | 13 |
|
|
2022
Q1 | $5.32M | Sell |
84,520
-3,440
| -4% | -$204K | 1.66% | 14 |
|
|
2021
Q4 | $5.85M | Sell |
87,960
-9,340
| -10% | -$525K | 1.7% | 16 |
|
|
2021
Q3 | $4.72M | Sell |
97,300
-1,320
| -1% | -$64.2K | 1.48% | 21 |
|
|
2021
Q2 | $4.7M | Sell |
98,620
-1,720
| -2% | -$79.7K | 1.51% | 21 |
|
|
2021
Q1 | $4.65M | Sell |
100,340
-4,230
| -4% | -$196K | 1.6% | 20 |
|
|
2020
Q4 | $4.58M | Sell |
104,570
-2,340
| -2% | -$91.2K | 1.65% | 21 |
|
|
2020
Q3 | $3.9M | Sell |
106,910
-16,740
| -14% | -$561K | 1.6% | 22 |
|
|
2020
Q2 | $3.9M | Sell |
123,650
-2,940
| -2% | -$82.3K | 1.83% | 16 |
|
|
2020
Q1 | $3M | Sell |
126,590
-630
| -0.5% | -$17.7K | 1.62% | 21 |
|
|
2019
Q4 | $4.02M | Sell |
127,220
-1,140
| -0.9% | -$34.6K | 1.8% | 19 |
|
|
2019
Q3 | $3.54M | Sell |
128,360
-1,530
| -1% | -$43.5K | 1.67% | 20 |
|
|
2019
Q2 | $3.74M | Buy |
129,890
+12,510
| +11% | +$365K | 1.85% | 16 |
|
|
2019
Q1 | $3.53M | Buy |
117,380
+27,030
| +30% | +$733K | 1.83% | 18 |
|
|
2018
Q4 | $2.3M | Sell |
90,350
-5,040
| -5% | -$119K | 1.44% | 28 |
|
|
2018
Q3 | $2.35M | Sell |
95,390
-58,550
| -38% | -$1.31M | 1.19% | 29 |
|
|
2018
Q2 | $3.73M | Sell |
153,940
-5,230
| -3% | -$128K | 2.01% | 14 |
|
|
2018
Q1 | $3.75M | Sell |
159,170
-590
| -0.4% | -$14.9K | 2.04% | 12 |
|
|
2017
Q4 | $4.1M | Sell |
159,760
-5,190
| -3% | -$135K | 2.25% | 7 |
|
|
2017
Q3 | $4M | Sell |
164,950
-5,110
| -3% | -$126K | 2.35% | 11 |
|
|
2017
Q2 | $3.96M | Sell |
170,060
-58,380
| -26% | -$1.35M | 2.61% | 6 |
|
|
2017
Q1 | $5M | Sell |
228,440
-41,850
| -15% | -$862K | 3.33% | 3 |
|
|
2016
Q4 | $4.78M | Sell |
270,290
-1,790
| -0.7% | -$31K | 3.42% | 3 |
|
|
2016
Q3 | $4.69M | Buy |
272,080
+7,010
| +3% | +$117K | 3.49% | 2 |
|
|
2016
Q2 | $4.12M | Buy |
265,070
+20,420
| +8% | +$311K | 3.38% | 3 |
|
|
2016
Q1 | $3.78M | Buy |
244,650
+11,440
| +5% | +$155K | 3.19% | 7 |
|
|
2015
Q4 | $3.38M | Buy |
233,210
+11,270
| +5% | +$146K | 2.82% | 7 |
|
|
2015
Q3 | $2.77M | Buy |
+221,940
| New | +$2.8M | 2.39% | 15 |
|
Other funds holding AVGO
VCM
VPM
Westover Capital Advisors's AVGO Position: Q1 2026 in Review
Westover Capital Advisors reduced its Broadcom (AVGO) stake by 8.7% in Q1 2026, selling an estimated $1.57M and leaving 50,107 shares worth $15.5M. The position accounts for 2.85% of the portfolio, ranked #5.
Westover Capital Advisors first reported a position in AVGO in Q3 2015 and has held it in 43 quarters since. The position peaked at $19.6M in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Westover Capital Advisors held 50,107 shares of Broadcom worth $15.5M as of Q1 2026.
- Westover Capital Advisors sold 4,772 Broadcom shares in Q1 2026, an estimated $1.57M.
- Broadcom made up 2.85% of Westover Capital Advisors's portfolio in Q1 2026, its #5 holding.
- Westover Capital Advisors first reported a position in Broadcom in Q3 2015 and has held it in 43 quarters since.
- Westover Capital Advisors's Broadcom position peaked at $19.6M in Q3 2025.
- 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.