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Westshore Wealth’s Broadcom AVGO Stock Holding History

Westshore Wealth’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 		$1.04M Buy
2,743
+177
+7% +$71K 0.32% 31
2026
Q1 		$794K Sell
2,566
-82
-3% -$27K 0.28% 38
2025
Q4 		$916K Sell
2,648
-185
-7% -$66.2K 0.3% 34
2025
Q3 		$935K Sell
2,833
-175
-6% -$53.7K 0.32% 33
2025
Q2 		$829K Buy
3,008
+5
+0.2% +$1.09K 0.32% 33
2025
Q1 		$503K Sell
3,003
-139
-4% -$29.4K 0.21% 37
2024
Q4 		$728K Buy
3,142
+215
+7% +$39.8K 0.3% 28
2024
Q3 		$505K Sell
2,927
-53
-2% -$8.5K 0.21% 39
2024
Q2 		$479K Sell
2,980
-40
-1% -$5.61K 0.2% 34
2024
Q1 		$400K Sell
3,020
-40
-1% -$4.96K 0.17% 48
2023
Q4 		$342K Sell
3,060
-10
-0.3% -$947 0.16% 51
2023
Q3 		$255K Buy
3,070
+160
+5% +$13.9K 0.14% 67
2023
Q2 		$252K Sell
2,910
-220
-7% -$15.7K 0.13% 86
2023
Q1 		$201K Buy
+3,130
New +$188K 0.11% 107
2021
Q3 		– Sell
-4,770
Closed -$227K – 84
2021
Q2 		$227K Buy
4,770
+40
+0.8% +$1.85K 0.12% 127
2021
Q1 		$219K Buy
+4,730
New +$219K 0.13% 126

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 $3.37T AUM 44.26% 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

Westshore Wealth's AVGO Position: Q2 2026 in Review

Westshore Wealth increased its Broadcom (AVGO) stake by 6.9% in Q2 2026, buying an estimated $71K and bringing the position to 2,743 shares worth $1.04M. The position accounts for 0.32% of the portfolio, ranked #31.

Westshore Wealth first reported a position in AVGO in Q1 2021 and has held it in 16 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Westshore Wealth held 2,743 shares of Broadcom worth $1.04M as of Q2 2026.
  • Westshore Wealth bought 177 Broadcom shares in Q2 2026, an estimated $71K.
  • Broadcom made up 0.32% of Westshore Wealth's portfolio in Q2 2026, its #31 holding.
  • Westshore Wealth first reported a position in Broadcom in Q1 2021 and has held it in 16 quarters since.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.