CPA
AVGO icon

Capital Planning Advisors’s Broadcom AVGO Stock Holding History

Capital Planning 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 		$8.02M Sell
25,898
-736
-3% -$242K 1.16% 22
2025
Q4 		$9.22M Sell
26,634
-1,787
-6% -$639K 1.23% 21
2025
Q3 		$9.38M Sell
28,421
-961
-3% -$295K 1.29% 22
2025
Q2 		$8.1M Sell
29,382
-1,743
-6% -$378K 1.19% 25
2025
Q1 		$5.21M Buy
31,125
+498
+2% +$105K 0.8% 35
2024
Q4 		$7.1M Buy
30,627
+2,037
+7% +$377K 1.1% 24
2024
Q3 		$4.93M Buy
28,590
+4,250
+17% +$681K 0.74% 35
2024
Q2 		$3.91M Buy
24,340
+670
+3% +$93.9K 0.67% 39
2024
Q1 		$3.14M Buy
23,670
+280
+1% +$34.7K 0.55% 47
2023
Q4 		$2.61M Sell
23,390
-1,430
-6% -$135K 0.49% 48
2023
Q3 		$2.06M Sell
24,820
-130
-0.5% -$11.3K 0.43% 51
2023
Q2 		$2.16M Sell
24,950
-440
-2% -$31.4K 0.44% 50
2023
Q1 		$1.63M Sell
25,390
-1,220
-5% -$73.4K 0.35% 61
2022
Q4 		$1.49M Buy
26,610
+11,380
+75% +$571K 0.35% 58
2022
Q3 		$676K Buy
15,230
+9,060
+147% +$463K 0.18% 72
2022
Q2 		$300K Sell
6,170
-160
-3% -$8.98K 0.08% 105
2022
Q1 		$399K Buy
6,330
+250
+4% +$14.8K 0.09% 115
2021
Q4 		$405K Buy
6,080
+570
+10% +$32K 0.08% 114
2021
Q3 		$267K Hold
5,510
– – 0.06% 125
2021
Q2 		$263K Buy
+5,510
New +$255K 0.05% 131
2018
Q3 		– Sell
-60,030
Closed -$1.46M – 116
2018
Q2 		$1.46M Sell
60,030
-2,840
-5% -$69.6K 0.66% 51
2018
Q1 		$1.48M Buy
62,870
+950
+2% +$23.9K 0.53% 54
2017
Q4 		$1.59M Buy
61,920
+39,260
+173% +$1.02M 0.56% 51
2017
Q3 		$550K Buy
22,660
+14,070
+164% +$348K 0.22% 82
2017
Q2 		$200K Buy
+8,590
New +$199K 0.09% 129

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 Planning Advisors's AVGO Position: Q1 2026 in Review

Capital Planning Advisors reduced its Broadcom (AVGO) stake by 2.8% in Q1 2026, selling an estimated $242K and leaving 25,898 shares worth $8.02M. The position accounts for 1.16% of the portfolio, ranked #22.

Capital Planning Advisors first reported a position in AVGO in Q2 2017 and has held it in 25 quarters since. The position peaked at $9.38M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Capital Planning Advisors held 25,898 shares of Broadcom worth $8.02M as of Q1 2026.
  • Capital Planning Advisors sold 736 Broadcom shares in Q1 2026, an estimated $242K.
  • Broadcom made up 1.16% of Capital Planning Advisors's portfolio in Q1 2026, its #22 holding.
  • Capital Planning Advisors first reported a position in Broadcom in Q2 2017 and has held it in 25 quarters since.
  • Capital Planning Advisors's Broadcom position peaked at $9.38M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.