CWM
AVGO icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return