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Capital Advisors Wealth Management’s Broadcom AVGO Stock Holding History

Capital Advisors 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
Q2 		$4.67M Sell
12,366
-754
-6% -$302K 0.55% 42
2026
Q1 		$4.06M Buy
13,120
+180
+1% +$59.2K 0.55% 41
2025
Q4 		$4.48M Sell
12,940
-536
-4% -$192K 0.61% 41
2025
Q3 		$4.45M Buy
13,476
+310
+2% +$95.1K 0.63% 40
2025
Q2 		$3.63M Sell
13,166
-660
-5% -$143K 0.57% 43
2025
Q1 		$2.31M Sell
13,826
-3,067
-18% -$649K 0.41% 49
2024
Q4 		$3.92M Buy
16,893
+250
+2% +$46.2K 0.7% 34
2024
Q3 		$2.87M Buy
16,643
+33
+0.2% +$5.29K 0.53% 41
2024
Q2 		$2.67M Buy
16,610
+1,390
+9% +$195K 0.53% 38
2024
Q1 		$2.02M Buy
15,220
+1,370
+10% +$170K 0.42% 42
2023
Q4 		$1.55M Sell
13,850
-7,620
-35% -$722K 0.35% 45
2023
Q3 		$1.78M Buy
21,470
+1,830
+9% +$159K 0.47% 40
2023
Q2 		$1.7M Buy
19,640
+2,220
+13% +$158K 0.44% 45
2023
Q1 		$1.12M Buy
17,420
+550
+3% +$33.1K 0.31% 54
2022
Q4 		$943K Buy
16,870
+2,810
+20% +$141K 0.29% 47
2022
Q3 		$624K Buy
14,060
+3,400
+32% +$174K 0.21% 57
2022
Q2 		$518K Buy
10,660
+7,100
+199% +$399K 0.17% 67
2022
Q1 		$224K Buy
3,560
+320
+10% +$19K 0.07% 110
2021
Q4 		$216K Buy
+3,240
New +$182K 0.07% 115

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

Capital Advisors Wealth Management's AVGO Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Broadcom (AVGO) stake by 5.7% in Q2 2026, selling an estimated $302K and leaving 12,366 shares worth $4.67M. The position accounts for 0.55% of the portfolio, ranked #42.

Capital Advisors Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Capital Advisors Wealth Management held 12,366 shares of Broadcom worth $4.67M as of Q2 2026.
  • Capital Advisors Wealth Management sold 754 Broadcom shares in Q2 2026, an estimated $302K.
  • Broadcom made up 0.55% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Capital Advisors Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.