Carson Wealth (CWM LLC)’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $207M | Buy |
667,208
+16,351
| +3% | +$5.38M | 0.54% | 32 |
|
|
2025
Q4 | $225M | Buy |
650,857
+24,913
| +4% | +$8.91M | 0.61% | 30 |
|
|
2025
Q3 | $207M | Buy |
625,944
+47,000
| +8% | +$14.4M | 0.62% | 32 |
|
|
2025
Q2 | $160M | Buy |
578,944
+4,084
| +0.7% | +$887K | 0.56% | 36 |
|
|
2025
Q1 | $96.2M | Sell |
574,860
-12,674
| -2% | -$2.68M | 0.38% | 53 |
|
|
2024
Q4 | $136M | Buy |
587,534
+67,622
| +13% | +$12.5M | 0.57% | 36 |
|
|
2024
Q3 | $89.7M | Buy |
519,912
+70,282
| +16% | +$11.3M | 0.39% | 45 |
|
|
2024
Q2 | $72.2M | Buy |
449,630
+100,110
| +29% | +$14M | 0.34% | 51 |
|
|
2024
Q1 | $46.3M | Buy |
349,520
+57,600
| +20% | +$7.14M | 0.23% | 86 |
|
|
2023
Q4 | $32.6M | Buy |
291,920
+68,380
| +31% | +$6.47M | 0.18% | 111 |
|
|
2023
Q3 | $18.6M | Buy |
223,540
+73,920
| +49% | +$6.41M | 0.11% | 166 |
|
|
2023
Q2 | $13M | Buy |
149,620
+34,130
| +30% | +$2.43M | 0.08% | 202 |
|
|
2023
Q1 | $7.41M | Buy |
115,490
+26,780
| +30% | +$1.61M | 0.05% | 263 |
|
|
2022
Q4 | $4.96M | Buy |
88,710
+22,440
| +34% | +$1.13M | 0.04% | 302 |
|
|
2022
Q3 | $2.94M | Buy |
66,270
+5,060
| +8% | +$259K | 0.02% | 361 |
|
|
2022
Q2 | $2.97M | Sell |
61,210
-2,520
| -4% | -$141K | 0.02% | 357 |
|
|
2022
Q1 | $4.01M | Buy |
63,730
+5,310
| +9% | +$315K | 0.03% | 325 |
|
|
2021
Q4 | $3.89M | Buy |
+58,420
| New | +$3.28M | 0.03% | 327 |
|
|
2021
Q2 | $1.51M | Hold |
31,620
| – | – | 0.01% | 498 |
|
|
2021
Q1 | $1.51M | Hold |
31,620
| – | – | 0.01% | 498 |
|
|
2020
Q4 | $1.51M | Hold |
31,620
| – | – | 0.01% | 498 |
|
|
2020
Q3 | $1.51M | Hold |
31,620
| – | – | 0.01% | 498 |
|
|
2020
Q2 | $1.51M | Hold |
31,620
| – | – | 0.01% | 498 |
|
|
2020
Q1 | $1.51M | Hold |
31,620
| – | – | 0.01% | 498 |
|
|
2019
Q4 | $1.51M | Hold |
31,620
| – | – | 0.01% | 498 |
|
|
2019
Q3 | $1.51M | Hold |
31,620
| – | – | 0.01% | 498 |
|
|
2019
Q2 | $1.51M | Hold |
31,620
| – | – | 0.01% | 498 |
|
|
2019
Q1 | $1.51M | Buy |
31,620
+22,900
| +263% | +$621K | 0.01% | 498 |
|
|
2018
Q4 | $222K | Buy |
8,720
+2,280
| +35% | +$53.8K | 0.01% | 577 |
|
|
2018
Q3 | $159K | Buy |
6,440
+3,970
| +161% | +$89K | ﹤0.01% | 552 |
|
|
2018
Q2 | $60K | Buy |
2,470
+80
| +3% | +$1.96K | ﹤0.01% | 599 |
|
|
2018
Q1 | $56K | Buy |
2,390
+280
| +13% | +$7.05K | ﹤0.01% | 537 |
|
|
2017
Q4 | $54K | Hold |
2,110
| – | – | ﹤0.01% | 518 |
|
|
2017
Q3 | $51K | Buy |
2,110
+120
| +6% | +$2.97K | ﹤0.01% | 516 |
|
|
2017
Q2 | $46K | Buy |
1,990
+300
| +18% | +$6.96K | ﹤0.01% | 494 |
|
|
2017
Q1 | $37K | Sell |
1,690
-3,610
| -68% | -$74.3K | ﹤0.01% | 507 |
|
|
2016
Q4 | $94K | Buy |
5,300
+2,570
| +94% | +$44.5K | 0.01% | 358 |
|
|
2016
Q3 | $47K | Buy |
+2,730
| New | +$45.7K | ﹤0.01% | 429 |
|
Other funds holding AVGO
VCM
VPM
Carson Wealth (CWM LLC)'s AVGO Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Broadcom (AVGO) stake by 2.5% in Q1 2026, buying an estimated $5.38M and bringing the position to 667,208 shares worth $207M. The position accounts for 0.54% of the portfolio, ranked #32.
Carson Wealth (CWM LLC) first reported a position in AVGO in Q3 2016 and has held it in 38 quarters since. The position peaked at $225M in Q4 2025. 4,681 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Carson Wealth (CWM LLC) held 667,208 shares of Broadcom worth $207M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 16,351 Broadcom shares in Q1 2026, an estimated $5.38M.
- Broadcom made up 0.54% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #32 holding.
- Carson Wealth (CWM LLC) first reported a position in Broadcom in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Broadcom position peaked at $225M in Q4 2025.
- 4,681 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.