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

Capstone Wealth Management Group (Pennsylvania)’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 		$13.3M Buy
43,100
+2,114
+5% +$696K 5.59% 3
2025
Q4 		$14.2M Buy
40,986
+291
+0.7% +$104K 5.95% 4
2025
Q3 		$13.4M Buy
+40,695
New +$12.5M 5.69% 3
2025
Q2 		– Sell
-37,375
Closed -$6.26M – 56
2025
Q1 		$6.26M Sell
37,375
-1,047
-3% -$222K 3.57% 9
2024
Q4 		$8.91M Buy
38,422
+2,030
+6% +$375K 4.77% 6
2024
Q3 		$6.28M Sell
36,392
-478
-1% -$76.6K 3.72% 7
2024
Q2 		$5.92M Buy
36,870
+1,850
+5% +$259K 3.87% 8
2024
Q1 		$4.64M Buy
35,020
+180
+0.5% +$22.3K 3.33% 7
2023
Q4 		$3.89M Buy
34,840
+1,280
+4% +$121K 3.68% 7
2023
Q3 		$2.79M Sell
33,560
-1,070
-3% -$92.8K 2.89% 7
2023
Q2 		$3M Sell
34,630
-8,060
-19% -$575K 3.1% 9
2023
Q1 		$2.74M Sell
42,690
-1,740
-4% -$105K 3.04% 9
2022
Q4 		$2.48M Sell
44,430
-540
-1% -$27.1K 2.67% 11
2022
Q3 		$2M Buy
44,970
+4,480
+11% +$229K 2.55% 11
2022
Q2 		$1.97M Buy
40,490
+2,200
+6% +$123K 2.37% 11
2022
Q1 		$2.41M Sell
38,290
-1,540
-4% -$91.5K 2.41% 11
2021
Q4 		$2.65M Buy
+39,830
New +$2.24M 2.15% 12

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capstone Wealth Management Group (Pennsylvania) increased its Broadcom (AVGO) stake by 5.2% in Q1 2026, buying an estimated $696K and bringing the position to 43,100 shares worth $13.3M. The position accounts for 5.59% of the portfolio, ranked #3.

Capstone Wealth Management Group (Pennsylvania) first reported a position in AVGO in Q4 2021 and has held it in 17 quarters since. The position peaked at $14.2M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 43,100 shares of Broadcom worth $13.3M as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 2,114 Broadcom shares in Q1 2026, an estimated $696K.
  • Broadcom made up 5.59% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #3 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Broadcom in Q4 2021 and has held it in 17 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Broadcom position peaked at $14.2M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.