Capital Asset Advisory Services’s Broadcom AVGO Stock Holding History

Capital Asset 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	$14.6M	Buy	36,593 +10,154	+38%	+$3.34M	0.56%	35
2025 Q4	$9.09M	Sell	26,439 -200	-0.8%	-$71.5K	0.37%	40
2025 Q3	$8.79M	Sell	26,639 -2,948	-10%	-$904K	0.38%	42
2025 Q2	$7.83M	Buy	29,587 +1,293	+5%	+$281K	0.37%	42
2025 Q1	$4.87M	Buy	28,294 +16,998	+150%	+$3.6M	0.25%	53
2024 Q4	$2.63M	Buy	11,296 +164	+1%	+$30.3K	0.13%	102
2024 Q3	$2.01M	Buy	11,132 +1,542	+16%	+$247K	0.1%	113
2024 Q2	$1.66M	Buy	9,590 +690	+8%	+$96.7K	0.09%	116
2024 Q1	$1.19M	Sell	8,900 -1,010	-10%	-$125K	0.07%	126
2023 Q4	$1.11M	Buy	9,910 +1,610	+19%	+$152K	0.07%	133
2023 Q3	$726K	Buy	8,300 +480	+6%	+$41.6K	0.05%	151
2023 Q2	$695K	Sell	7,820 -520	-6%	-$37.1K	0.05%	166
2023 Q1	$535K	Sell	8,340 -1,140	-12%	-$68.6K	0.04%	198
2022 Q4	$554K	Sell	9,480 -950	-9%	-$47.6K	0.04%	199
2022 Q3	$463K	Sell	10,430 -1,560	-13%	-$79.7K	0.06%	179
2022 Q2	$583K	Sell	11,990 -1,590	-12%	-$89.2K	0.06%	208
2022 Q1	$855K	Buy	13,580 +1,650	+14%	+$98K	0.09%	169
2021 Q4	$794K	Buy	11,930 +310	+3%	+$17.4K	0.08%	180
2021 Q3	$563K	Buy	11,620 +1,000	+9%	+$48.6K	0.06%	236
2021 Q2	$506K	Sell	10,620 -120	-1%	-$5.56K	0.06%	258
2021 Q1	$498K	Sell	10,740 -1,080	-9%	-$49.9K	0.07%	251
2020 Q4	$518K	Buy	11,820 +4,580	+63%	+$179K	0.09%	195
2020 Q3	$264K	Sell	7,240 -10	-0.1%	-$335	0.06%	256
2020 Q2	$235K	Buy	+7,250	New	+$203K	0.05%	298
2020 Q1	–	Sell	-15,410	Closed	-$493K	–	514
2019 Q4	$493K	Sell	15,410 -3,240	-17%	-$98.4K	0.12%	169
2019 Q3	$515K	Sell	18,650 -50	-0.3%	-$1.42K	0.34%	51
2019 Q2	$538K	Hold	18,700	–	–	0.41%	45
2019 Q1	$562K	Sell	18,700 -50	-0.3%	-$1.36K	0.73%	24
2018 Q4	$477K	Hold	18,750	–	–	0.46%	52
2018 Q3	$463K	Sell	18,750 -500	-3%	-$11.2K	0.39%	57
2018 Q2	$467K	Sell	19,250 -2,500	-11%	-$61.3K	0.42%	53
2018 Q1	$513K	Buy	21,750 +1,700	+8%	+$42.8K	0.47%	53
2017 Q4	$515K	Sell	20,050 -1,100	-5%	-$28.6K	0.47%	57
2017 Q3	$513K	Sell	21,150 -250	-1%	-$6.18K	0.46%	55
2017 Q2	$501K	Buy	+21,400	New	+$496K	0.32%	69
2016 Q2	–	Sell	-23,150	Closed	-$358K	–	65
2016 Q1	$358K	Buy	23,150 +200	+0.9%	+$2.7K	0.39%	50
2015 Q4	$333K	Buy	+22,950	New	+$298K	0.47%	39

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 Asset Advisory Services's AVGO Position: Q1 2026 in Review

Capital Asset Advisory Services increased its Broadcom (AVGO) stake by 38% in Q1 2026, buying an estimated $3.34M and bringing the position to 36,593 shares worth $14.6M. The position accounts for 0.56% of the portfolio, ranked #35.

Capital Asset Advisory Services first reported a position in AVGO in Q4 2015 and has held it in 37 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Capital Asset Advisory Services held 36,593 shares of Broadcom worth $14.6M as of Q1 2026.
Capital Asset Advisory Services bought 10,154 Broadcom shares in Q1 2026, an estimated $3.34M.
Broadcom made up 0.56% of Capital Asset Advisory Services's portfolio in Q1 2026, its #35 holding.
Capital Asset Advisory Services first reported a position in Broadcom in Q4 2015 and has held it in 37 quarters since.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.