CWA
AVGO icon

CM Wealth Advisors’s Broadcom AVGO Stock Holding History

CM Wealth Advisors’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 		$1.18M Hold
3,822
– – 0.25% 39
2025
Q4 		$1.32M Buy
+3,822
New +$1.37M 0.3% 34

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

CM Wealth Advisors's AVGO Position: Q1 2026 in Review

CM Wealth Advisors held its Broadcom (AVGO) position steady in Q1 2026 at 3,822 shares worth $1.18M. The position accounts for 0.25% of the portfolio, ranked #39.

CM Wealth Advisors first reported a position in AVGO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.32M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • CM Wealth Advisors held 3,822 shares of Broadcom worth $1.18M as of Q1 2026.
  • CM Wealth Advisors left its Broadcom share count unchanged in Q1 2026.
  • Broadcom made up 0.25% of CM Wealth Advisors's portfolio in Q1 2026, its #39 holding.
  • CM Wealth Advisors first reported a position in Broadcom in Q4 2025 and has held it in 2 quarters since.
  • CM Wealth Advisors's Broadcom position peaked at $1.32M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.