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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CapWealth Advisors's AVGO Position: Q2 2026 in Review

CapWealth Advisors increased its Broadcom (AVGO) stake by 0.23% in Q2 2026, buying an estimated $2K and bringing the position to 2,175 shares worth $822K. 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 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • CapWealth Advisors held 2,175 shares of Broadcom worth $822K as of Q2 2026.
  • CapWealth Advisors bought 5 Broadcom shares in Q2 2026, an estimated $2K.
  • Broadcom made up 0.06% of CapWealth Advisors's portfolio in Q2 2026, its #76 holding.
  • CapWealth Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.