Chesapeake Wealth Management
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
Q3 		$4.37M Sell
12,451
-430
-3% -$162K 1.25% 23
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Chesapeake Wealth Management's AVGO Position: Q3 2026 in Review

Chesapeake Wealth Management reduced its Broadcom (AVGO) stake by 3.3% in Q3 2026, selling an estimated $162K and leaving 12,451 shares worth $4.37M. The position accounts for 1.25% of the portfolio, ranked #23.

Chesapeake Wealth Management first reported a position in AVGO in Q1 2018 and has held it in 18 quarters since. The position peaked at $4.87M in Q2 2026. 3,211 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Chesapeake Wealth Management held 12,451 shares of Broadcom worth $4.37M as of Q3 2026.
  • Chesapeake Wealth Management sold 430 Broadcom shares in Q3 2026, an estimated $162K.
  • Broadcom made up 1.25% of Chesapeake Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Chesapeake Wealth Management first reported a position in Broadcom in Q1 2018 and has held it in 18 quarters since.
  • Chesapeake Wealth Management's Broadcom position peaked at $4.87M in Q2 2026.
  • 3,211 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Chesapeake Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.