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Chapman Financial Group’s Broadcom AVGO Stock Holding History

Chapman Financial Group’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 		$453K Sell
1,198
-75
-6% -$30.1K 0.3% 83
2026
Q1 		$394K Hold
1,273
– – 0.28% 89
2025
Q4 		$441K Buy
1,273
+270
+27% +$96.6K 0.3% 87
2025
Q3 		$331K Buy
1,003
+293
+41% +$89.9K 0.23% 100
2025
Q2 		$196K Buy
+710
New +$154K 0.17% 101
2024
Q4 		$134K Buy
+580
New +$107K 0.11% 118

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

Chapman Financial Group's AVGO Position: Q2 2026 in Review

Chapman Financial Group reduced its Broadcom (AVGO) stake by 5.9% in Q2 2026, selling an estimated $30.1K and leaving 1,198 shares worth $453K. The position accounts for 0.3% of the portfolio, ranked #83.

Chapman Financial Group first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Chapman Financial Group held 1,198 shares of Broadcom worth $453K as of Q2 2026.
  • Chapman Financial Group sold 75 Broadcom shares in Q2 2026, an estimated $30.1K.
  • Broadcom made up 0.3% of Chapman Financial Group's portfolio in Q2 2026, its #83 holding.
  • Chapman Financial Group first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.