Capital Planning’s Broadcom AVGO Stock Holding History

Capital Planning’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	$1.57M	Buy	4,144 +100	+2%	+$40.1K	0.46%	32
2026 Q1	$1.25M	Buy	4,044 +28	+0.7%	+$9.21K	0.41%	33
2025 Q4	$1.4M	Buy	4,016 +33	+0.8%	+$11.8K	0.39%	36
2025 Q3	$1.31M	Hold	3,983	–	–	0.38%	33
2025 Q2	$1.1M	Buy	3,983 +378	+10%	+$82.1K	0.35%	34
2025 Q1	$604K	Sell	3,605 -573	-14%	-$121K	0.17%	55
2024 Q4	$969K	Buy	4,178 +554	+15%	+$102K	0.25%	51
2024 Q3	$625K	Buy	3,624 +124	+4%	+$19.9K	0.18%	53
2024 Q2	$562K	Hold	3,500	–	–	0.17%	51
2024 Q1	$466K	Buy	+3,500	New	+$434K	0.15%	55

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Capital Planning's AVGO Position: Q2 2026 in Review

Capital Planning increased its Broadcom (AVGO) stake by 2.5% in Q2 2026, buying an estimated $40.1K and bringing the position to 4,144 shares worth $1.57M. The position accounts for 0.46% of the portfolio, ranked #32.

Capital Planning first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Capital Planning held 4,144 shares of Broadcom worth $1.57M as of Q2 2026.
Capital Planning bought 100 Broadcom shares in Q2 2026, an estimated $40.1K.
Broadcom made up 0.46% of Capital Planning's portfolio in Q2 2026, its #32 holding.
Capital Planning first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.