CWMS
AVGO icon

Cannon Wealth Management Services’s Broadcom AVGO Stock Holding History

Cannon Wealth Management Services’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 		$521K Sell
1,379
-4
-0.3% -$1.6K 0.29% 51
2026
Q1 		$428K Sell
1,383
-41
-3% -$13.5K 0.29% 52
2025
Q4 		$493K Sell
1,424
-44
-3% -$15.7K 0.35% 47
2025
Q3 		$484K Sell
1,468
-156
-10% -$47.9K 0.37% 45
2025
Q2 		$448K Sell
1,624
-119
-7% -$25.8K 0.37% 44
2025
Q1 		$357K Buy
1,743
+451
+35% +$95.5K 0.32% 51
2024
Q4 		$281K Buy
1,292
+42
+3% +$7.77K 0.24% 63
2024
Q3 		$216K Buy
+1,250
New +$200K 0.2% 77

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

Cannon Wealth Management Services's AVGO Position: Q2 2026 in Review

Cannon Wealth Management Services reduced its Broadcom (AVGO) stake by 0.29% in Q2 2026, selling an estimated $1.6K and leaving 1,379 shares worth $521K. The position accounts for 0.29% of the portfolio, ranked #51.

Cannon Wealth Management Services first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cannon Wealth Management Services held 1,379 shares of Broadcom worth $521K as of Q2 2026.
  • Cannon Wealth Management Services sold 4 Broadcom shares in Q2 2026, an estimated $1.6K.
  • Broadcom made up 0.29% of Cannon Wealth Management Services's portfolio in Q2 2026, its #51 holding.
  • Cannon Wealth Management Services first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.