CWP
AVGO icon

CFM Wealth Partners’s Broadcom AVGO Stock Holding History

CFM Wealth Partners’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 		$11.8M Buy
31,296
+635
+2% +$255K 1.51% 17
2026
Q1 		$9.49M Buy
30,661
+3,877
+14% +$1.28M 1.42% 20
2025
Q4 		$9.27M Buy
26,784
+3,278
+14% +$1.17M 1.34% 20
2025
Q3 		$7.75M Buy
23,506
+16,249
+224% +$4.98M 1.13% 24
2025
Q2 		$2M Buy
7,257
+3,589
+98% +$779K 0.32% 57
2025
Q1 		$614K Buy
+3,668
New +$776K 0.11% 89
2020
Q2 		– Sell
-260
Closed -$6K – 511
2020
Q1 		$6K Buy
+260
New +$7.33K ﹤0.01% 465

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

CFM Wealth Partners's AVGO Position: Q2 2026 in Review

CFM Wealth Partners increased its Broadcom (AVGO) stake by 2.1% in Q2 2026, buying an estimated $255K and bringing the position to 31,296 shares worth $11.8M. The position accounts for 1.51% of the portfolio, ranked #17.

CFM Wealth Partners first reported a position in AVGO in Q1 2020 and has held it in 7 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • CFM Wealth Partners held 31,296 shares of Broadcom worth $11.8M as of Q2 2026.
  • CFM Wealth Partners bought 635 Broadcom shares in Q2 2026, an estimated $255K.
  • Broadcom made up 1.51% of CFM Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • CFM Wealth Partners first reported a position in Broadcom in Q1 2020 and has held it in 7 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.