CWM
AVGO icon

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
Q2 		$4.87M Sell
12,881
-620
-5% -$249K 1.36% 21
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 $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

Chesapeake Wealth Management's AVGO Position: Q2 2026 in Review

Chesapeake Wealth Management reduced its Broadcom (AVGO) stake by 4.6% in Q2 2026, selling an estimated $249K and leaving 12,881 shares worth $4.87M. The position accounts for 1.36% of the portfolio, ranked #21.

Chesapeake Wealth Management first reported a position in AVGO in Q1 2018 and has held it in 17 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Chesapeake Wealth Management held 12,881 shares of Broadcom worth $4.87M as of Q2 2026.
  • Chesapeake Wealth Management sold 620 Broadcom shares in Q2 2026, an estimated $249K.
  • Broadcom made up 1.36% of Chesapeake Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Chesapeake Wealth Management first reported a position in Broadcom in Q1 2018 and has held it in 17 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Chesapeake Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.