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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
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 $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 Investment Advisors's AVGO Position: Q1 2026 in Review

Capital Investment Advisors increased its Broadcom (AVGO) stake by 1.4% in Q1 2026, buying an estimated $281K and bringing the position to 62,866 shares worth $19.5M. The position accounts for 0.28% of the portfolio, ranked #83.

Capital Investment Advisors first reported a position in AVGO in Q4 2020 and has held it in 22 quarters since. The position peaked at $21.5M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Capital Investment Advisors held 62,866 shares of Broadcom worth $19.5M as of Q1 2026.
  • Capital Investment Advisors bought 853 Broadcom shares in Q1 2026, an estimated $281K.
  • Broadcom made up 0.28% of Capital Investment Advisors's portfolio in Q1 2026, its #83 holding.
  • Capital Investment Advisors first reported a position in Broadcom in Q4 2020 and has held it in 22 quarters since.
  • Capital Investment Advisors's Broadcom position peaked at $21.5M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.