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WMS Partners’s Broadcom AVGO Stock Holding History

WMS Partners’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
Q1 		– Sell
-4,044
Closed -$938K – 22
2024
Q4 		$938K Buy
4,044
+1,731
+75% +$320K 0.05% 127
2024
Q3 		$399K Buy
2,313
+853
+58% +$137K 0.02% 203
2024
Q2 		$234K Buy
+1,460
New +$205K 0.02% 238
2023
Q3 		– Sell
-2,510
Closed -$218K – 262
2023
Q2 		$218K Buy
+2,510
New +$179K 0.02% 261
2016
Q2 		– Sell
-40,260
Closed -$622K – 204
2016
Q1 		$622K Buy
40,260
+2,510
+7% +$33.9K 0.09% 99
2015
Q4 		$548K Hold
37,750
– – 0.08% 110
2015
Q3 		$472K Buy
37,750
+20,000
+113% +$253K 0.07% 118
2015
Q2 		$236K Buy
+17,750
New +$233K 0.03% 243

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WMS Partners's AVGO Position: Q1 2025 in Review

WMS Partners sold out of Broadcom (AVGO) in Q1 2025, closing a stake of 4,044 shares — an estimated $938K sold.

WMS Partners first reported a position in AVGO in Q2 2015 and held it in 8 quarters. The position peaked at $938K in Q4 2024. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • WMS Partners reported no remaining Broadcom position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 4,044 Broadcom shares in Q1 2025, an estimated $938K.
  • WMS Partners first reported a position in Broadcom in Q2 2015 and held it in 8 quarters.
  • WMS Partners's Broadcom position peaked at $938K in Q4 2024.
  • 3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.