Capital Market Strategies’s Broadcom AVGO Stock Holding History

Capital Market Strategies’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
2025 Q2	$1.86M	Buy	6,744 +128	+2%	+$27.8K	1.29%	15
2025 Q1	$1.11M	Sell	6,616 -1,344	-17%	-$284K	0.74%	29
2024 Q4	$1.85M	Buy	7,960 +18	+0.2%	+$3.33K	1.06%	19
2024 Q3	$1.37M	Buy	7,942 +562	+8%	+$90.1K	0.83%	26
2024 Q2	$1.18M	Sell	7,380 -10	-0.1%	-$1.4K	0.75%	28
2024 Q1	$979K	Hold	7,390	–	–	0.75%	32
2023 Q4	$826K	Sell	7,390 -170	-2%	-$16.1K	0.72%	32
2023 Q3	$617K	Buy	7,560 +10	+0.1%	+$867	0.61%	38
2023 Q2	$655K	Buy	+7,550	New	+$538K	0.61%	41
2023 Q1	–	Sell	-7,550	Closed	-$422K	–	46
2022 Q4	$422K	Buy	7,550 +300	+4%	+$15K	0.45%	57
2022 Q3	$322K	Buy	7,250 +540	+8%	+$27.6K	0.36%	76
2022 Q2	$326K	Buy	+6,710	New	+$377K	0.34%	86

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Market Strategies's AVGO Position: Q2 2025 in Review

Capital Market Strategies increased its Broadcom (AVGO) stake by 1.9% in Q2 2025, buying an estimated $27.8K and bringing the position to 6,744 shares worth $1.86M. The position accounts for 1.29% of the portfolio, ranked #15.

Capital Market Strategies first reported a position in AVGO in Q2 2022 and has held it in 12 quarters since. 4,091 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

Capital Market Strategies held 6,744 shares of Broadcom worth $1.86M as of Q2 2025.
Capital Market Strategies bought 128 Broadcom shares in Q2 2025, an estimated $27.8K.
Broadcom made up 1.29% of Capital Market Strategies's portfolio in Q2 2025, its #15 holding.
Capital Market Strategies first reported a position in Broadcom in Q2 2022 and has held it in 12 quarters since.
4,091 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.