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
2023 Q4	–	Hold	0	–	-$2.49M	–	254
2023 Q3	–	Hold	0	–	–	–	55

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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.