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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Westshore Wealth's AVGO Position: Q1 2026 in Review

Westshore Wealth reduced its Broadcom (AVGO) stake by 3.1% in Q1 2026, selling an estimated $27K and leaving 2,566 shares worth $794K. The position accounts for 0.28% of the portfolio, ranked #38.

Westshore Wealth first reported a position in AVGO in Q1 2021 and has held it in 15 quarters since. The position peaked at $935K in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Westshore Wealth held 2,566 shares of Broadcom worth $794K as of Q1 2026.
  • Westshore Wealth sold 82 Broadcom shares in Q1 2026, an estimated $27K.
  • Broadcom made up 0.28% of Westshore Wealth's portfolio in Q1 2026, its #38 holding.
  • Westshore Wealth first reported a position in Broadcom in Q1 2021 and has held it in 15 quarters since.
  • Westshore Wealth's Broadcom position peaked at $935K in Q3 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.