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 Q2	$1.44M	Hold	3,822	–	–	0.26%	38
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CM Wealth Advisors's AVGO Position: Q2 2026 in Review

CM Wealth Advisors held its Broadcom (AVGO) position steady in Q2 2026 at 3,822 shares worth $1.44M. The position accounts for 0.26% of the portfolio, ranked #38.

CM Wealth Advisors first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

CM Wealth Advisors held 3,822 shares of Broadcom worth $1.44M as of Q2 2026.
CM Wealth Advisors left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 0.26% of CM Wealth Advisors's portfolio in Q2 2026, its #38 holding.
CM Wealth Advisors first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.