CMH Wealth Management
AVGO icon

CMH Wealth Management’s Broadcom AVGO Stock Holding History

CMH 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 		$11.7M Sell
33,183
-2,994
-8% -$1.13M 1.76% 17
2026
Q2 		$13.7M Buy
36,177
+866
+2% +$347K 2.08% 14
2026
Q1 		$10.9M Buy
+35,311
New +$11.6M 1.88% 16

Other funds holding AVGO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

CMH Wealth Management reduced its Broadcom (AVGO) stake by 8.3% in Q3 2026, selling an estimated $1.13M and leaving 33,183 shares worth $11.7M. The position accounts for 1.76% of the portfolio, ranked #17.

CMH Wealth Management first reported a position in AVGO in Q1 2026 and has held it in 3 quarters since. The position peaked at $13.7M in Q2 2026. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • CMH Wealth Management held 33,183 shares of Broadcom worth $11.7M as of Q3 2026.
  • CMH Wealth Management sold 2,994 Broadcom shares in Q3 2026, an estimated $1.13M.
  • Broadcom made up 1.76% of CMH Wealth Management's portfolio in Q3 2026, its #17 holding.
  • CMH Wealth Management first reported a position in Broadcom in Q1 2026 and has held it in 3 quarters since.
  • CMH Wealth Management's Broadcom position peaked at $13.7M in Q2 2026.
  • 2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.