CWM
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Chesapeake Wealth Management’s Broadcom AVGO Stock Holding History

Chesapeake Wealth Management’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 		$4.18M Sell
13,501
-344
-2% -$113K 1.28% 22
2025
Q4 		$4.79M Sell
13,845
-60
-0.4% -$21.5K 1.43% 21
2025
Q3 		$4.59M Sell
13,905
-165
-1% -$50.6K 1.4% 21
2025
Q2 		$3.88M Sell
14,070
-1,215
-8% -$264K 1.29% 23
2025
Q1 		$2.56M Sell
15,285
-862
-5% -$182K 0.91% 34
2024
Q4 		$3.74M Sell
16,147
-1,249
-7% -$231K 1.28% 23
2024
Q3 		$3M Sell
17,396
-354
-2% -$56.8K 1.02% 30
2024
Q2 		$2.85M Sell
17,750
-1,520
-8% -$213K 1.03% 27
2024
Q1 		$2.55M Sell
19,270
-1,370
-7% -$170K 0.93% 34
2023
Q4 		$2.3M Hold
20,640
– – 0.89% 38
2023
Q3 		$1.71M Buy
20,640
+250
+1% +$21.7K 0.72% 48
2023
Q2 		$1.77M Buy
20,390
+900
+5% +$64.2K 0.7% 46
2023
Q1 		$1.25M Buy
19,490
+1,030
+6% +$62K 0.52% 58
2022
Q4 		$1.03M Buy
18,460
+3,010
+19% +$151K 0.45% 68
2022
Q3 		$686K Buy
+15,450
New +$789K 0.31% 80
2018
Q2 		– Sell
-8,890
Closed -$209K – 183
2018
Q1 		$209K Buy
+8,890
New +$224K 0.1% 174

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Chesapeake Wealth Management's AVGO Position: Q1 2026 in Review

Chesapeake Wealth Management reduced its Broadcom (AVGO) stake by 2.5% in Q1 2026, selling an estimated $113K and leaving 13,501 shares worth $4.18M. The position accounts for 1.28% of the portfolio, ranked #22.

Chesapeake Wealth Management first reported a position in AVGO in Q1 2018 and has held it in 16 quarters since. The position peaked at $4.79M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Chesapeake Wealth Management held 13,501 shares of Broadcom worth $4.18M as of Q1 2026.
  • Chesapeake Wealth Management sold 344 Broadcom shares in Q1 2026, an estimated $113K.
  • Broadcom made up 1.28% of Chesapeake Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Chesapeake Wealth Management first reported a position in Broadcom in Q1 2018 and has held it in 16 quarters since.
  • Chesapeake Wealth Management's Broadcom position peaked at $4.79M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.