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Capital Investment Advisors’s Broadcom AVGO Stock Holding History

Capital Investment Advisors’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 		$24M Buy
63,620
+754
+1% +$302K 0.32% 77
2026
Q1 		$19.5M Buy
62,866
+853
+1% +$281K 0.28% 83
2025
Q4 		$21.5M Sell
62,013
-1,012
-2% -$362K 0.33% 75
2025
Q3 		$20.8M Buy
63,025
+405
+0.6% +$124K 0.34% 73
2025
Q2 		$17.3M Buy
62,620
+1,296
+2% +$281K 0.31% 78
2025
Q1 		$10.3M Sell
61,324
-666
-1% -$141K 0.2% 101
2024
Q4 		$14.4M Buy
61,990
+1,449
+2% +$268K 0.29% 77
2024
Q3 		$10.4M Buy
60,541
+3,051
+5% +$489K 0.22% 97
2024
Q2 		$9.23M Buy
57,490
+1,300
+2% +$182K 0.21% 100
2024
Q1 		$7.45M Sell
56,190
-980
-2% -$121K 0.17% 107
2023
Q4 		$6.38M Sell
57,170
-3,900
-6% -$369K 0.16% 116
2023
Q3 		$5.07M Sell
61,070
-5,910
-9% -$512K 0.14% 122
2023
Q2 		$5.81M Sell
66,980
-3,320
-5% -$237K 0.18% 100
2023
Q1 		$4.51M Sell
70,300
-1,850
-3% -$111K 0.13% 123
2022
Q4 		$4.03M Buy
72,150
+3,410
+5% +$171K 0.12% 132
2022
Q3 		$3.05M Buy
68,740
+9,820
+17% +$502K 0.1% 135
2022
Q2 		$2.86M Buy
58,920
+4,850
+9% +$272K 0.09% 142
2022
Q1 		$3.4M Buy
54,070
+4,010
+8% +$238K 0.1% 136
2021
Q4 		$3.33M Buy
50,060
+6,780
+16% +$381K 0.1% 135
2021
Q3 		$2.1M Buy
43,280
+3,450
+9% +$168K 0.07% 183
2021
Q2 		$1.9M Buy
39,830
+8,630
+28% +$400K 0.07% 191
2021
Q1 		$1.45M Buy
31,200
+14,420
+86% +$667K 0.05% 206
2020
Q4 		$735K Buy
+16,780
New +$654K 0.03% 290

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 $3.38T AUM 44.17% 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 Investment Advisors's AVGO Position: Q2 2026 in Review

Capital Investment Advisors increased its Broadcom (AVGO) stake by 1.2% in Q2 2026, buying an estimated $302K and bringing the position to 63,620 shares worth $24M. The position accounts for 0.32% of the portfolio, ranked #77.

Capital Investment Advisors first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Capital Investment Advisors held 63,620 shares of Broadcom worth $24M as of Q2 2026.
  • Capital Investment Advisors bought 754 Broadcom shares in Q2 2026, an estimated $302K.
  • Broadcom made up 0.32% of Capital Investment Advisors's portfolio in Q2 2026, its #77 holding.
  • Capital Investment Advisors first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.