Capital Performance Advisors’s Broadcom AVGO Stock Holding History

Capital Performance 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	$4.52M	Buy	14,604 +1,020	+8%	+$336K	0.3%	50
2025 Q4	$4.7M	Buy	13,584 +3,308	+32%	+$1.18M	0.33%	48
2025 Q3	$3.39M	Buy	10,276 +670	+7%	+$206K	0.56%	29
2025 Q2	$2.65M	Buy	9,606 +1,321	+16%	+$287K	0.52%	33
2025 Q1	$1.39M	Buy	8,285 +4,677	+130%	+$990K	0.3%	47
2024 Q4	$836K	Buy	3,608 +922	+34%	+$171K	0.27%	39
2024 Q3	$463K	Buy	+2,686	New	+$431K	0.14%	50

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 Performance Advisors's AVGO Position: Q1 2026 in Review

Capital Performance Advisors increased its Broadcom (AVGO) stake by 7.5% in Q1 2026, buying an estimated $336K and bringing the position to 14,604 shares worth $4.52M. The position accounts for 0.3% of the portfolio, ranked #50.

Capital Performance Advisors first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.7M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Capital Performance Advisors held 14,604 shares of Broadcom worth $4.52M as of Q1 2026.
Capital Performance Advisors bought 1,020 Broadcom shares in Q1 2026, an estimated $336K.
Broadcom made up 0.3% of Capital Performance Advisors's portfolio in Q1 2026, its #50 holding.
Capital Performance Advisors first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
Capital Performance Advisors's Broadcom position peaked at $4.7M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.