Capstone Financial Advisors’s Broadcom AVGO Stock Holding History

Capstone Financial 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 Q2	$655K	Buy	1,733 +304	+21%	+$122K	0.03%	89
2026 Q1	$442K	Sell	1,429 -1,628	-53%	-$536K	0.02%	106
2025 Q4	$1.06M	Sell	3,057 -1,130	-27%	-$404K	0.06%	59
2025 Q3	$1.38M	Sell	4,187 -182	-4%	-$55.8K	0.07%	53
2025 Q2	$1.2M	Buy	4,369 +2,547	+140%	+$553K	0.07%	57
2025 Q1	$305K	Sell	1,822 -1,215	-40%	-$257K	0.02%	113
2024 Q4	$704K	Buy	+3,037	New	+$562K	0.04%	77
2024 Q3	–	Sell	-1,810	Closed	-$291K	–	159
2024 Q2	$291K	Buy	+1,810	New	+$254K	0.02%	118

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capstone Financial Advisors's AVGO Position: Q2 2026 in Review

Capstone Financial Advisors increased its Broadcom (AVGO) stake by 21% in Q2 2026, buying an estimated $122K and bringing the position to 1,733 shares worth $655K. The position accounts for 0.03% of the portfolio, ranked #89.

Capstone Financial Advisors first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.38M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Capstone Financial Advisors held 1,733 shares of Broadcom worth $655K as of Q2 2026.
Capstone Financial Advisors bought 304 Broadcom shares in Q2 2026, an estimated $122K.
Broadcom made up 0.03% of Capstone Financial Advisors's portfolio in Q2 2026, its #89 holding.
Capstone Financial Advisors first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
Capstone Financial Advisors's Broadcom position peaked at $1.38M in Q3 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.