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CBIZ Investment Advisory Services’s Broadcom AVGO Stock Holding History

CBIZ Investment Advisory Services’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 		$483K Hold
1,561
– – 0.02% 31
2026
Q1 		$483K Sell
1,561
-996
-39% -$328K 0.02% 31
2025
Q4 		$885K Buy
2,557
+355
+16% +$127K 0.03% 30
2025
Q3 		$726K Buy
2,202
+114
+5% +$35K 0.03% 31
2025
Q2 		$576K Sell
2,088
-248
-11% -$53.9K 0.03% 29
2025
Q1 		$391K Buy
2,336
+477
+26% +$101K 0.02% 36
2024
Q4 		$431K Sell
1,859
-376
-17% -$69.5K 0.02% 34
2024
Q3 		$386K Sell
2,235
-5
-0.2% -$802 0.02% 36
2024
Q2 		$359K Buy
2,240
+10
+0.4% +$1.4K 0.02% 37
2024
Q1 		$296K Buy
+2,230
New +$276K 0.02% 40
2020
Q1 		– Hold
0
– – – 102

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

CBIZ Investment Advisory Services's AVGO Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Broadcom (AVGO) position steady in Q2 2026 at 1,561 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #31.

CBIZ Investment Advisory Services first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $885K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • CBIZ Investment Advisory Services held 1,561 shares of Broadcom worth $483K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.02% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #31 holding.
  • CBIZ Investment Advisory Services first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Broadcom position peaked at $885K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.