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 Q3	$7.51M	Sell	21,375 -1,869	-8%	-$704K	0.75%	47
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cabot Wealth Management's AVGO Position: Q3 2026 in Review

Cabot Wealth Management reduced its Broadcom (AVGO) stake by 8% in Q3 2026, selling an estimated $704K and leaving 21,375 shares worth $7.51M. The position accounts for 0.75% of the portfolio, ranked #47.

Cabot Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.78M in Q2 2026. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Cabot Wealth Management held 21,375 shares of Broadcom worth $7.51M as of Q3 2026.
Cabot Wealth Management sold 1,869 Broadcom shares in Q3 2026, an estimated $704K.
Broadcom made up 0.75% of Cabot Wealth Management's portfolio in Q3 2026, its #47 holding.
Cabot Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
Cabot Wealth Management's Broadcom position peaked at $8.78M in Q2 2026.
2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Cabot Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.