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 Q3	$1.42M	Sell	4,030 -114	-3%	-$42.9K	0.38%	33
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 $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Capital Planning's AVGO Position: Q3 2026 in Review

Capital Planning reduced its Broadcom (AVGO) stake by 2.8% in Q3 2026, selling an estimated $42.9K and leaving 4,030 shares worth $1.42M. The position accounts for 0.38% of the portfolio, ranked #33.

Capital Planning first reported a position in AVGO in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.57M in Q2 2026. 2,073 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Capital Planning held 4,030 shares of Broadcom worth $1.42M as of Q3 2026.
Capital Planning sold 114 Broadcom shares in Q3 2026, an estimated $42.9K.
Broadcom made up 0.38% of Capital Planning's portfolio in Q3 2026, its #33 holding.
Capital Planning first reported a position in Broadcom in Q1 2024 and has held it in 11 quarters since.
Capital Planning's Broadcom position peaked at $1.57M in Q2 2026.
2,073 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.