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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
Q3 		$421K Hold
1,198
– – 0.28% 84
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Chapman Financial Group's AVGO Position: Q3 2026 in Review

Chapman Financial Group held its Broadcom (AVGO) position steady in Q3 2026 at 1,198 shares worth $421K. The position accounts for 0.28% of the portfolio, ranked #84.

Chapman Financial Group first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $453K in Q2 2026. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Chapman Financial Group held 1,198 shares of Broadcom worth $421K as of Q3 2026.
  • Chapman Financial Group left its Broadcom share count unchanged in Q3 2026.
  • Broadcom made up 0.28% of Chapman Financial Group's portfolio in Q3 2026, its #84 holding.
  • Chapman Financial Group first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Chapman Financial Group's Broadcom position peaked at $453K in Q2 2026.
  • 4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.