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Chas P. Smith & Associates (CPS)’s Broadcom AVGO Stock Holding History

Chas P. Smith & Associates (CPS)’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
Q1 		$1.16M Buy
3,741
+195
+5% +$64.2K 0.06% 71
2025
Q4 		$1.23M Buy
3,546
+1,360
+62% +$486K 0.06% 71
2025
Q3 		$721K Sell
2,186
-1,636
-43% -$502K 0.06% 70
2025
Q2 		$1.05M Sell
3,822
-208
-5% -$45.2K 0.06% 70
2025
Q1 		$675K Sell
4,030
-31
-0.8% -$6.56K 0.04% 90
2024
Q4 		$941K Sell
4,061
-150
-4% -$27.7K 0.05% 73
2024
Q3 		$726K Buy
4,211
+61
+1% +$9.78K 0.04% 83
2024
Q2 		$667K Sell
4,150
-750
-15% -$105K 0.04% 80
2024
Q1 		$650K Buy
4,900
+1,950
+66% +$242K 0.04% 80
2023
Q4 		$329K Sell
2,950
-20
-0.7% -$1.89K 0.02% 100
2023
Q3 		$247K Sell
2,970
-120
-4% -$10.4K 0.02% 104
2023
Q2 		$268K Buy
+3,090
New +$220K 0.02% 112
2023
Q1 		– Sell
-3,710
Closed -$207K – 126
2022
Q4 		$207K Buy
+3,710
New +$186K 0.01% 116
2022
Q2 		– Sell
-3,350
Closed -$211K – 121
2022
Q1 		$211K Buy
3,350
+20
+0.6% +$1.19K 0.02% 115
2021
Q4 		$222K Buy
+3,330
New +$187K 0.02% 127

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Chas P. Smith & Associates (CPS)'s AVGO Position: Q1 2026 in Review

Chas P. Smith & Associates (CPS) increased its Broadcom (AVGO) stake by 5.5% in Q1 2026, buying an estimated $64.2K and bringing the position to 3,741 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #71.

Chas P. Smith & Associates (CPS) first reported a position in AVGO in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.23M in Q4 2025. 4,688 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Chas P. Smith & Associates (CPS) held 3,741 shares of Broadcom worth $1.16M as of Q1 2026.
  • Chas P. Smith & Associates (CPS) bought 195 Broadcom shares in Q1 2026, an estimated $64.2K.
  • Broadcom made up 0.06% of Chas P. Smith & Associates (CPS)'s portfolio in Q1 2026, its #71 holding.
  • Chas P. Smith & Associates (CPS) first reported a position in Broadcom in Q4 2021 and has held it in 15 quarters since.
  • Chas P. Smith & Associates (CPS)'s Broadcom position peaked at $1.23M in Q4 2025.
  • 4,688 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q1 2026, filed 12 May 2026.