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Capital Analysts LLC’s Broadcom AVGO Stock Holding History

Capital Analysts 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
Q1 		$23.6M Buy
76,322
+873
+1% +$287K 0.62% 32
2025
Q4 		$26.1M Buy
75,449
+7,992
+12% +$2.86M 0.72% 29
2025
Q3 		$22.3M Sell
67,457
-24,186
-26% -$7.42M 0.65% 30
2025
Q2 		$25.3M Buy
91,643
+2,297
+3% +$499K 0.84% 22
2025
Q1 		$15M Buy
89,346
+1,421
+2% +$301K 0.56% 37
2024
Q4 		$20.4M Sell
87,925
-10,756
-11% -$1.99M 0.82% 23
2024
Q3 		$17M Buy
98,681
+1,311
+1% +$210K 0.69% 27
2024
Q2 		$15.6M Buy
97,370
+1,110
+1% +$156K 0.69% 29
2024
Q1 		$12.8M Sell
96,260
-53,070
-36% -$6.58M 0.6% 33
2023
Q4 		$16.7M Sell
149,330
-4,630
-3% -$438K 0.84% 23
2023
Q3 		$12.8M Buy
153,960
+130
+0.1% +$11.3K 0.71% 25
2023
Q2 		$13.3M Buy
153,830
+3,340
+2% +$238K 0.74% 21
2023
Q1 		$9.65M Buy
150,490
+1,320
+0.9% +$79.4K 0.55% 33
2022
Q4 		$8.34M Buy
149,170
+3,400
+2% +$170K 0.51% 36
2022
Q3 		$6.47M Buy
145,770
+8,250
+6% +$421K 0.45% 45
2022
Q2 		$6.68M Buy
137,520
+3,920
+3% +$220K 0.46% 41
2022
Q1 		$8.41M Buy
133,600
+3,040
+2% +$181K 0.53% 33
2021
Q4 		$8.69M Sell
130,560
-1,370
-1% -$77K 0.53% 31
2021
Q3 		$6.4M Buy
131,930
+2,120
+2% +$103K 0.42% 46
2021
Q2 		$6.19M Buy
129,810
+121,480
+1,458% +$5.63M 0.42% 48
2021
Q1 		$386K Buy
8,330
+2,530
+44% +$117K 0.03% 271
2020
Q4 		$254K Sell
5,800
-150
-3% -$5.85K 0.02% 226
2020
Q3 		$217K Buy
5,950
+30
+0.5% +$1K 0.02% 241
2020
Q2 		$187K Buy
5,920
+40
+0.7% +$1.12K 0.02% 223
2020
Q1 		$140K Buy
5,880
+40
+0.7% +$1.13K 0.02% 228
2019
Q4 		$185K Buy
5,840
+730
+14% +$22.2K 0.02% 241
2019
Q3 		$141K Buy
5,110
+1,340
+36% +$38.1K 0.01% 246
2019
Q2 		$108K Sell
3,770
-146,350
-97% -$4.27M 0.01% 265
2019
Q1 		$4.51M Sell
150,120
-1,170
-0.8% -$31.7K 0.52% 34
2018
Q4 		$3.85M Buy
151,290
+1,960
+1% +$46.3K 0.51% 42
2018
Q3 		$3.69M Buy
149,330
+7,310
+5% +$164K 0.42% 55
2018
Q2 		$3.45M Buy
142,020
+1,670
+1% +$40.9K 0.41% 58
2018
Q1 		$3.31M Buy
140,350
+4,670
+3% +$118K 0.41% 59
2017
Q4 		$3.49M Sell
135,680
-18,150
-12% -$472K 0.44% 54
2017
Q3 		$3.73M Buy
153,830
+5,720
+4% +$141K 0.5% 36
2017
Q2 		$3.45M Buy
148,110
+3,780
+3% +$87.7K 0.49% 31
2017
Q1 		$3.16M Sell
144,330
-1,130
-0.8% -$23.3K 0.5% 30
2016
Q4 		$2.57M Buy
145,460
+9,310
+7% +$161K 0.45% 63
2016
Q3 		$2.35M Sell
136,150
-8,050
-6% -$135K 0.44% 62
2016
Q2 		$2.24M Buy
144,200
+9,320
+7% +$142K 0.45% 64
2016
Q1 		$2.08M Buy
134,880
+9,700
+8% +$131K 0.42% 61
2015
Q4 		$1.82M Sell
125,180
-147,290
-54% -$1.91M 0.37% 75
2015
Q3 		$3.41M Buy
272,470
+142,670
+110% +$1.8M 0.65% 34
2015
Q2 		$1.73M Buy
129,800
+5,240
+4% +$68.7K 0.35% 69
2015
Q1 		$1.58M Sell
124,560
-24,540
-16% -$281K 0.33% 70
2014
Q4 		$1.5M Buy
+149,100
New +$1.33M 0.33% 73

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Analysts LLC's AVGO Position: Q1 2026 in Review

Capital Analysts LLC increased its Broadcom (AVGO) stake by 1.2% in Q1 2026, buying an estimated $287K and bringing the position to 76,322 shares worth $23.6M. The position accounts for 0.62% of the portfolio, ranked #32.

Capital Analysts LLC first reported a position in AVGO in Q4 2014 and has held it in 46 quarters since. The position peaked at $26.1M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Capital Analysts LLC held 76,322 shares of Broadcom worth $23.6M as of Q1 2026.
  • Capital Analysts LLC bought 873 Broadcom shares in Q1 2026, an estimated $287K.
  • Broadcom made up 0.62% of Capital Analysts LLC's portfolio in Q1 2026, its #32 holding.
  • Capital Analysts LLC first reported a position in Broadcom in Q4 2014 and has held it in 46 quarters since.
  • Capital Analysts LLC's Broadcom position peaked at $26.1M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.