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Cape Investment Advisory’s Broadcom AVGO Stock Holding History

Cape Investment Advisory’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 		$788K Buy
2,087
+197
+10% +$79K 0.21% 84
2026
Q1 		$585K Buy
1,890
+308
+19% +$101K 0.19% 105
2025
Q4 		$548K Buy
1,582
+1,238
+360% +$443K 0.17% 104
2025
Q3 		$113K Sell
344
-820
-70% -$252K 0.11% 150
2025
Q2 		$321K Sell
1,164
-380
-25% -$82.5K 0.12% 137
2025
Q1 		$258K Buy
1,544
+31
+2% +$6.56K 0.1% 153
2024
Q4 		$351K Sell
1,513
-92
-6% -$17K 0.14% 118
2024
Q3 		$277K Sell
1,605
-55
-3% -$8.82K 0.11% 130
2024
Q2 		$267K Buy
1,660
+1,430
+622% +$200K 0.12% 123
2024
Q1 		$30.5K Hold
230
– – 0.01% 379
2023
Q4 		$25.7K Hold
230
– – 0.01% 483
2023
Q3 		$19.1K Hold
230
– – 0.01% 451
2023
Q2 		$20K Hold
230
– – 0.01% 436
2023
Q1 		$14.8K Buy
+230
New +$13.8K 0.01% 472

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

Cape Investment Advisory's AVGO Position: Q2 2026 in Review

Cape Investment Advisory increased its Broadcom (AVGO) stake by 10% in Q2 2026, buying an estimated $79K and bringing the position to 2,087 shares worth $788K. The position accounts for 0.21% of the portfolio, ranked #84.

Cape Investment Advisory first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cape Investment Advisory held 2,087 shares of Broadcom worth $788K as of Q2 2026.
  • Cape Investment Advisory bought 197 Broadcom shares in Q2 2026, an estimated $79K.
  • Broadcom made up 0.21% of Cape Investment Advisory's portfolio in Q2 2026, its #84 holding.
  • Cape Investment Advisory first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.