WFA Asset Management’s Broadcom AVGO Stock Holding History

WFA Asset 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
2025 Q3	$366K	Buy	2,120 +1,908	+900%	+$585K	0.2%	38
2025 Q2	$340K	Hold	212	–	–	0.19%	38
2025 Q1	$281K	Sell	212 -1,908	-90%	-$404K	0.15%	48
2024 Q4	$492K	Hold	2,120	–	–	0.27%	30
2024 Q3	$366K	Hold	2,120	–	–	0.2%	38
2024 Q2	$340K	Hold	2,120	–	–	0.19%	38
2024 Q1	$281K	Buy	2,120 +10	+0.5%	+$1.24K	0.15%	48
2023 Q4	$236K	Buy	2,110 +2,080	+6,933%	+$197K	0.13%	47
2023 Q3	$2.49K	Buy	+30	New	+$2.6K	﹤0.01%	211
2022 Q2	–	Sell	-40	Closed	-$2.52K	–	223
2022 Q1	$2.52K	Buy	+40	New	+$2.38K	﹤0.01%	182

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WFA Asset Management's AVGO Position: Q3 2025 in Review

WFA Asset Management increased its Broadcom (AVGO) stake by 900% in Q3 2025, buying an estimated $585K and bringing the position to 2,120 shares worth $366K. The position accounts for 0.2% of the portfolio, ranked #38.

WFA Asset Management first reported a position in AVGO in Q1 2022 and has held it in 10 quarters since. The position peaked at $492K in Q4 2024. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

WFA Asset Management held 2,120 shares of Broadcom worth $366K as of Q3 2025.
WFA Asset Management bought 1,908 Broadcom shares in Q3 2025, an estimated $585K.
Broadcom made up 0.2% of WFA Asset Management's portfolio in Q3 2025, its #38 holding.
WFA Asset Management first reported a position in Broadcom in Q1 2022 and has held it in 10 quarters since.
WFA Asset Management's Broadcom position peaked at $492K in Q4 2024.
4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.