Capstone Wealth Management (Alabama)’s Broadcom AVGO Stock Holding History

Capstone Wealth Management (Alabama)’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	$1.07M	Buy	2,833 +1,673	+144%	+$671K	0.5%	27
2026 Q1	$359K	Buy	1,160 +5	+0.4%	+$1.65K	0.25%	39
2025 Q4	$400K	Buy	1,155 +71	+7%	+$25.4K	0.29%	39
2025 Q3	$358K	Hold	1,084	–	–	0.28%	39
2025 Q2	$299K	Buy	+1,084	New	+$235K	0.26%	39
2025 Q1	–	Sell	-1,126	Closed	-$261K	–	50
2024 Q4	$261K	Buy	+1,126	New	+$208K	0.26%	39

Other funds holding AVGO

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s AVGO Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) increased its Broadcom (AVGO) stake by 144% in Q2 2026, buying an estimated $671K and bringing the position to 2,833 shares worth $1.07M. The position accounts for 0.5% of the portfolio, ranked #27.

Capstone Wealth Management (Alabama) first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Capstone Wealth Management (Alabama) held 2,833 shares of Broadcom worth $1.07M as of Q2 2026.
Capstone Wealth Management (Alabama) bought 1,673 Broadcom shares in Q2 2026, an estimated $671K.
Broadcom made up 0.5% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #27 holding.
Capstone Wealth Management (Alabama) first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.