Capital Advisory Group Advisory Services’s Broadcom AVGO Stock Holding History

Capital Advisory Group Advisory 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 Q1	–	Sell	-2,419	Closed	-$837K	–	23
2025 Q4	$837K	Buy	2,419 +44	+2%	+$15.7K	0.25%	84
2025 Q3	$784K	Buy	2,375 +67	+3%	+$20.6K	0.24%	90
2025 Q2	$636K	Sell	2,308 -57	-2%	-$12.4K	0.23%	92
2025 Q1	$396K	Buy	2,365 +825	+54%	+$175K	0.15%	122
2024 Q4	$357K	Buy	+1,540	New	+$285K	0.13%	134
2022 Q2	–	Sell	-1,260	Closed	-$79K	–	225
2022 Q1	$79K	Buy	+1,260	New	+$74.8K	0.04%	216
2021 Q4	–	Sell	-12,290	Closed	-$596K	–	192
2021 Q3	$596K	Buy	12,290 +1,490	+14%	+$72.5K	0.22%	104
2021 Q2	$515K	Buy	10,800 +300	+3%	+$13.9K	0.19%	115
2021 Q1	$487K	Buy	10,500 +9,670	+1,165%	+$447K	0.19%	114
2020 Q4	$36K	Buy	830 +400	+93%	+$15.6K	0.02%	268
2020 Q3	$16K	Buy	430 +100	+30%	+$3.35K	0.01%	280
2020 Q2	$10K	Sell	330 -160	-33%	-$4.48K	0.01%	300
2020 Q1	$12K	Sell	490 -8,830	-95%	-$249K	0.01%	210
2019 Q4	$295K	Buy	9,320 +1,480	+19%	+$44.9K	0.16%	80
2019 Q3	$216K	Sell	7,840 -1,740	-18%	-$49.5K	0.14%	68
2019 Q2	$276K	Hold	9,580	–	–	0.18%	62
2019 Q1	$289K	Sell	9,580 -4,100	-30%	-$111K	0.21%	58
2018 Q4	$349K	Sell	13,680 -32,270	-70%	-$762K	0.27%	48
2018 Q3	$1.13M	Buy	45,950 +22,620	+97%	+$507K	0.75%	26
2018 Q2	$569K	Sell	23,330 -220	-0.9%	-$5.39K	0.41%	38
2018 Q1	$557K	Buy	+23,550	New	+$593K	0.41%	41

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Advisory Group Advisory Services's AVGO Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 2,419 shares — an estimated $837K sold.

Capital Advisory Group Advisory Services first reported a position in AVGO in Q1 2018 and held it in 21 quarters. The position peaked at $1.13M in Q3 2018. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 2,419 Broadcom shares in Q1 2026, an estimated $837K.
Capital Advisory Group Advisory Services first reported a position in Broadcom in Q1 2018 and held it in 21 quarters.
Capital Advisory Group Advisory Services's Broadcom position peaked at $1.13M in Q3 2018.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.