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CAP Partners LLC’s Broadcom AVGO Stock Holding History

CAP Partners LLC’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 		$1.11M Buy
2,929
+72
+3% +$28.9K 0.54% 44
2026
Q1 		$884K Buy
2,857
+246
+9% +$80.9K 0.5% 50
2025
Q4 		$904K Sell
2,611
-63
-2% -$22.5K 0.51% 48
2025
Q3 		$882K Sell
2,674
-6
-0.2% -$1.84K 0.5% 51
2025
Q2 		$739K Buy
2,680
+2
+0.1% +$434 0.47% 60
2025
Q1 		$448K Sell
2,678
-68
-2% -$14.4K 0.33% 76
2024
Q4 		$637K Sell
2,746
-19
-0.7% -$3.51K 0.45% 56
2024
Q3 		$477K Sell
2,765
-25
-0.9% -$4.01K 0.36% 71
2024
Q2 		$447K Buy
2,790
+240
+9% +$33.6K 0.36% 69
2024
Q1 		$338K Buy
2,550
+10
+0.4% +$1.24K 0.3% 84
2023
Q4 		$283K Buy
+2,540
New +$241K 0.28% 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

CAP Partners LLC's AVGO Position: Q2 2026 in Review

CAP Partners LLC increased its Broadcom (AVGO) stake by 2.5% in Q2 2026, buying an estimated $28.9K and bringing the position to 2,929 shares worth $1.11M. The position accounts for 0.54% of the portfolio, ranked #44.

CAP Partners LLC first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • CAP Partners LLC held 2,929 shares of Broadcom worth $1.11M as of Q2 2026.
  • CAP Partners LLC bought 72 Broadcom shares in Q2 2026, an estimated $28.9K.
  • Broadcom made up 0.54% of CAP Partners LLC's portfolio in Q2 2026, its #44 holding.
  • CAP Partners LLC first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.