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Capital & Planning LLC’s Broadcom AVGO Stock Holding History

Capital & Planning LLC’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 		– Sell
-65
Closed -$20.1K – 52
2026
Q1 		$20.1K Buy
+65
New +$21.4K 0.01% 76
2025
Q1 		– Sell
-40
Closed -$9.27K – 44
2024
Q4 		$9.27K Buy
+40
New +$7.4K 0.01% 99

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 & Planning LLC's AVGO Position: Q2 2026 in Review

Capital & Planning LLC sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 65 shares — an estimated $20.1K sold.

Capital & Planning LLC first reported a position in AVGO in Q4 2024 and held it in 2 quarters. The position peaked at $20.1K in Q1 2026. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Capital & Planning LLC reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 65 Broadcom shares in Q2 2026, an estimated $20.1K.
  • Capital & Planning LLC first reported a position in Broadcom in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Broadcom position peaked at $20.1K in Q1 2026.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.