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

Capstone Wealth Management Group (Oregon)’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 Q1	$954K	Buy	3,083 +274	+10%	+$90.2K	0.59%	43
2025 Q4	$972K	Buy	2,809 +432	+18%	+$154K	0.59%	42
2025 Q3	$784K	Sell	2,377 -25	-1%	-$7.67K	0.5%	47
2025 Q2	$662K	Sell	2,402 -218	-8%	-$47.3K	0.48%	50
2025 Q1	$439K	Sell	2,620 -827	-24%	-$175K	0.35%	59
2024 Q4	$799K	Buy	+3,447	New	+$638K	0.61%	44

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s AVGO Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Broadcom (AVGO) stake by 9.8% in Q1 2026, buying an estimated $90.2K and bringing the position to 3,083 shares worth $954K. The position accounts for 0.59% of the portfolio, ranked #43.

Capstone Wealth Management Group (Oregon) first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $972K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 3,083 shares of Broadcom worth $954K as of Q1 2026.
Capstone Wealth Management Group (Oregon) bought 274 Broadcom shares in Q1 2026, an estimated $90.2K.
Broadcom made up 0.59% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #43 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
Capstone Wealth Management Group (Oregon)'s Broadcom position peaked at $972K in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.