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Capital Wealth Planning’s Broadcom AVGO Stock Holding History

Capital Wealth 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 		$51.5M Buy
136,286
+19,560
+17% +$7.84M 0.26% 36
2026
Q1 		$36.1M Buy
116,726
+31,608
+37% +$10.4M 0.2% 37
2025
Q4 		$29.5M Buy
85,118
+36,225
+74% +$13M 0.19% 33
2025
Q3 		$16.1M Buy
48,893
+32,722
+202% +$10M 0.11% 36
2025
Q2 		$4.46M Buy
16,171
+10,451
+183% +$2.27M 0.04% 67
2025
Q1 		$958K Buy
5,720
+2,290
+67% +$485K 0.01% 100
2024
Q4 		$795K Sell
3,430
-1,716
-33% -$317K 0.01% 96
2024
Q3 		$888K Buy
5,146
+1,256
+32% +$201K 0.01% 95
2024
Q2 		$625K Sell
3,890
-684,840
-99% -$96M 0.01% 103
2024
Q1 		$91.3M Sell
688,730
-1,978,920
-74% -$245M 0.98% 28
2023
Q4 		$298M Buy
2,667,650
+2,660,240
+35,901% +$252M 3.41% 13
2023
Q3 		$615K Buy
+7,410
New +$642K 0.01% 95
2023
Q1 		– Sell
-5,310
Closed -$297K – 139
2022
Q4 		$297K Buy
+5,310
New +$266K ﹤0.01% 85
2022
Q2 		– Sell
-3,200
Closed -$201K – 82
2022
Q1 		$201K Sell
3,200
-9,260
-74% -$550K ﹤0.01% 90
2021
Q4 		$829K Buy
12,460
+2,330
+23% +$131K 0.02% 54
2021
Q3 		$491K Sell
10,130
-470
-4% -$22.9K 0.01% 75
2021
Q2 		$506K Buy
10,600
+2,830
+36% +$131K 0.01% 77
2021
Q1 		$360K Buy
7,770
+2,730
+54% +$126K 0.01% 81
2020
Q4 		$234K Buy
+5,040
New +$196K 0.01% 99
2020
Q2 		– Sell
-13,780
Closed -$327K – 107
2020
Q1 		$327K Buy
13,780
+4,640
+51% +$131K 0.02% 158
2019
Q4 		$289K Sell
9,140
-10
-0.1% -$304 0.02% 153
2019
Q3 		$258K Sell
9,150
-7,300
-44% -$208K 0.02% 209
2019
Q2 		$474K Buy
+16,450
New +$479K 0.03% 132

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 $3.37T AUM 44.26% 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 Wealth Planning's AVGO Position: Q2 2026 in Review

Capital Wealth Planning increased its Broadcom (AVGO) stake by 17% in Q2 2026, buying an estimated $7.84M and bringing the position to 136,286 shares worth $51.5M. The position accounts for 0.26% of the portfolio, ranked #36.

Capital Wealth Planning first reported a position in AVGO in Q2 2019 and has held it in 23 quarters since. The position peaked at $298M in Q4 2023. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Capital Wealth Planning held 136,286 shares of Broadcom worth $51.5M as of Q2 2026.
  • Capital Wealth Planning bought 19,560 Broadcom shares in Q2 2026, an estimated $7.84M.
  • Broadcom made up 0.26% of Capital Wealth Planning's portfolio in Q2 2026, its #36 holding.
  • Capital Wealth Planning first reported a position in Broadcom in Q2 2019 and has held it in 23 quarters since.
  • Capital Wealth Planning's Broadcom position peaked at $298M in Q4 2023.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.