CWM
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Cahaba Wealth Management’s Broadcom AVGO Stock Holding History

Cahaba 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 		$2.28M Buy
6,040
+66
+1% +$26.5K 0.14% 34
2026
Q1 		$1.85M Sell
5,974
-205
-3% -$67.5K 0.13% 35
2025
Q4 		$2.14M Sell
6,179
-20
-0.3% -$7.15K 0.15% 31
2025
Q3 		$2.05M Sell
6,199
-144
-2% -$44.2K 0.15% 31
2025
Q2 		$1.75M Sell
6,343
-539
-8% -$117K 0.14% 34
2025
Q1 		$1.15M Buy
6,882
+33
+0.5% +$6.98K 0.1% 47
2024
Q4 		$1.59M Sell
6,849
-27
-0.4% -$4.99K 0.13% 35
2024
Q3 		$1.19M Sell
6,876
-134
-2% -$21.5K 0.1% 46
2024
Q2 		$1.13M Sell
7,010
-430
-6% -$60.3K 0.1% 45
2024
Q1 		$985K Sell
7,440
-10
-0.1% -$1.24K 0.09% 52
2023
Q4 		$831K Sell
7,450
-900
-11% -$85.2K 0.08% 57
2023
Q3 		$694K Sell
8,350
-630
-7% -$54.6K 0.08% 64
2023
Q2 		$779K Sell
8,980
-830
-8% -$59.2K 0.08% 56
2023
Q1 		$629K Sell
9,810
-320
-3% -$19.3K 0.07% 66
2022
Q4 		$567K Sell
10,130
-180
-2% -$9.03K 0.07% 69
2022
Q3 		$458K Buy
10,310
+760
+8% +$38.8K 0.06% 78
2022
Q2 		$464K Sell
9,550
-1,150
-11% -$64.5K 0.07% 80
2022
Q1 		$593K Sell
10,700
-650
-6% -$38.6K 0.08% 67
2021
Q4 		$755K Buy
11,350
+140
+1% +$7.87K 0.1% 56
2021
Q3 		$543K Buy
+11,210
New +$545K 0.08% 73

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

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

Cahaba Wealth Management increased its Broadcom (AVGO) stake by 1.1% in Q2 2026, buying an estimated $26.5K and bringing the position to 6,040 shares worth $2.28M. The position accounts for 0.14% of the portfolio, ranked #34.

Cahaba Wealth Management first reported a position in AVGO in Q3 2021 and has held it in 20 quarters since. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cahaba Wealth Management held 6,040 shares of Broadcom worth $2.28M as of Q2 2026.
  • Cahaba Wealth Management bought 66 Broadcom shares in Q2 2026, an estimated $26.5K.
  • Broadcom made up 0.14% of Cahaba Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Cahaba Wealth Management first reported a position in Broadcom in Q3 2021 and has held it in 20 quarters since.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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