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AVGO icon

CapWealth Advisors’s Broadcom AVGO Stock Holding History

CapWealth 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
Q3 		$802K Buy
2,284
+109
+5% +$41K 0.06% 76
2026
Q2 		$822K Buy
2,175
+5
+0.2% +$2K 0.06% 76
2026
Q1 		$672K Sell
2,170
-169
-7% -$55.6K 0.05% 78
2025
Q4 		$810K Buy
2,339
+63
+3% +$22.5K 0.06% 80
2025
Q3 		$751K Buy
2,276
+52
+2% +$16K 0.05% 80
2025
Q2 		$613K Sell
2,224
-344
-13% -$74.7K 0.06% 71
2025
Q1 		$430K Buy
2,568
+94
+4% +$19.9K 0.05% 75
2024
Q4 		$574K Buy
2,474
+319
+15% +$59K 0.06% 70
2024
Q3 		$372K Sell
2,155
-5
-0.2% -$802 0.04% 81
2024
Q2 		$347K Buy
2,160
+50
+2% +$7.01K 0.04% 76
2024
Q1 		$280K Hold
2,110
– – 0.03% 86
2023
Q4 		$236K Buy
+2,110
New +$200K 0.03% 93

Other funds holding AVGO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

CapWealth Advisors's AVGO Position: Q3 2026 in Review

CapWealth Advisors increased its Broadcom (AVGO) stake by 5% in Q3 2026, buying an estimated $41K and bringing the position to 2,284 shares worth $802K. The position accounts for 0.06% of the portfolio, ranked #76.

CapWealth Advisors first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $822K in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • CapWealth Advisors held 2,284 shares of Broadcom worth $802K as of Q3 2026.
  • CapWealth Advisors bought 109 Broadcom shares in Q3 2026, an estimated $41K.
  • Broadcom made up 0.06% of CapWealth Advisors's portfolio in Q3 2026, its #76 holding.
  • CapWealth Advisors first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • CapWealth Advisors's Broadcom position peaked at $822K in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.