SEC 13F Intelligence

Triangle Securities Wealth Management / AVGO

Triangle Securities Wealth Management’s Broadcom Inc Position

Does Triangle Securities Wealth Management own Broadcom Inc (AVGO)? Yes15.9K shares worth $6M (+1.19% of its 13F portfolio) as of Q2 2026, down from 16.7K shares the prior filed quarter.

Position Value
$6M
Q2 2026
Shares
15.9K
% of Portfolio
+1.19%
Quarters Held
31
currently held

Position History AVGO

Reported value by quarter
Q4 ’18: $745,000Q4 ’18Q1 ’19: $871,000Q2 ’19: $798,000Q3 ’19: $796,000Q4 ’19: $921,000Q4 ’19Q1 ’20: $974,000Q2 ’20: $1MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $1MQ3 ’22: $1MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $4MQ4 ’24: $5MQ4 ’24Q1 ’25: $3MQ2 ’25: $6MQ3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $5MQ2 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202615.9K$6M+1.19%
Q1 202616.7K$5M+1.17%
Q4 202516.9K$6M+1.23%
Q3 202517.2K$6M+1.28%
Q2 202520.2K$6M+1.37%
Q1 202520.1K$3M+0.87%
Q4 202420.7K$5M+1.23%
Q3 202421.1K$4M+0.94%
Q2 20242.1K$3M+0.94%
Q1 20242.1K$3M+0.79%
Q4 20232.2K$2M+0.75%
Q3 20232.1K$2M+0.61%
Q2 20232.1K$2M+0.62%
Q1 20232.8K$2M+0.64%
Q4 20222.9K$2M+0.60%
Q3 20222.9K$1M+0.53%
Q2 20223.1K$1M+0.58%
Q1 20223.1K$2M+0.65%
Q4 20213.6K$2M+0.75%
Q3 20213.9K$2M+0.64%
Q2 20214.0K$2M+0.64%
Q1 20214.1K$2M+0.70%
Q4 20204.2K$2M+0.74%
Q3 20204.4K$2M+0.72%
Q2 20204.4K$1M+0.66%
Q1 20204.1K$974,000+0.56%
Q4 20192.9K$921,000+0.40%
Q3 20192.9K$796,000+0.39%
Q2 20192.9K$798,000+0.41%
Q1 20192.9K$871,000+0.46%
Q4 20182.9K$745,000+0.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triangle Securities Wealth Management’s full portfolio or all institutional holders of AVGO.