CWM
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Campbell Wealth Management’s Broadcom AVGO Stock Holding History

Campbell 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
2024
Q4 		$810K Buy
3,493
+181
+5% +$33.5K 0.07% 31
2024
Q3 		$571K Buy
3,312
+1,242
+60% +$199K 0.05% 30
2024
Q2 		$332K Buy
+2,070
New +$290K 0.11% 30

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Campbell Wealth Management's AVGO Position: Q4 2024 in Review

Campbell Wealth Management increased its Broadcom (AVGO) stake by 5.5% in Q4 2024, buying an estimated $33.5K and bringing the position to 3,493 shares worth $810K. The position accounts for 0.07% of the portfolio, ranked #31.

Campbell Wealth Management first reported a position in AVGO in Q2 2024 and has held it in 3 quarters since. 3,914 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Campbell Wealth Management held 3,493 shares of Broadcom worth $810K as of Q4 2024.
  • Campbell Wealth Management bought 181 Broadcom shares in Q4 2024, an estimated $33.5K.
  • Broadcom made up 0.07% of Campbell Wealth Management's portfolio in Q4 2024, its #31 holding.
  • Campbell Wealth Management first reported a position in Broadcom in Q2 2024 and has held it in 3 quarters since.
  • 3,914 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.