CWM
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Cabot Wealth Management’s Broadcom AVGO Stock Holding History

Cabot Wealth 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
2026
Q2 		$8.78M Buy
23,244
+12,320
+113% +$4.94M 0.89% 47
2026
Q1 		$3.38M Buy
10,924
+1,376
+14% +$453K 0.39% 58
2025
Q4 		$3.3M Sell
9,548
-76
-0.8% -$27.2K 0.37% 65
2025
Q3 		$3.18M Buy
9,624
+8,627
+865% +$2.65M 0.35% 69
2025
Q2 		$275K Buy
+997
New +$216K 0.03% 119
2025
Q1 		– Sell
-1,039
Closed -$241K – 128
2024
Q4 		$241K Sell
1,039
-189
-15% -$35K 0.03% 117
2024
Q3 		$212K Buy
+1,228
New +$197K 0.03% 128

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cabot Wealth Management's AVGO Position: Q2 2026 in Review

Cabot Wealth Management increased its Broadcom (AVGO) stake by 113% in Q2 2026, buying an estimated $4.94M and bringing the position to 23,244 shares worth $8.78M. The position accounts for 0.89% of the portfolio, ranked #47.

Cabot Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cabot Wealth Management held 23,244 shares of Broadcom worth $8.78M as of Q2 2026.
  • Cabot Wealth Management bought 12,320 Broadcom shares in Q2 2026, an estimated $4.94M.
  • Broadcom made up 0.89% of Cabot Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Cabot Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • 4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.