CPC
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Consolidated Planning Corp’s Broadcom AVGO Stock Holding History

Consolidated Planning Corp’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 		$6.34M Buy
16,777
+534
+3% +$214K 0.85% 20
2026
Q1 		$5.03M Sell
16,243
-44,519
-73% -$14.6M 0.82% 21
2025
Q4 		$21M Sell
60,762
-6,972
-10% -$2.49M 2.12% 11
2025
Q3 		$22.3M Sell
67,734
-1,599
-2% -$491K 2.36% 8
2025
Q2 		$19.1M Sell
69,333
-2,920
-4% -$634K 2.4% 8
2025
Q1 		$12.1M Sell
72,253
-11,511
-14% -$2.44M 1.67% 12
2024
Q4 		$19.4M Buy
83,764
+7,425
+10% +$1.37M 2.64% 8
2024
Q3 		$13.2M Buy
76,339
+2,069
+3% +$332K 1.96% 12
2024
Q2 		$11.9M Buy
74,270
+4,040
+6% +$566K 1.97% 11
2024
Q1 		$9.31M Sell
70,230
-4,220
-6% -$523K 1.59% 15
2023
Q4 		$8.31M Buy
74,450
+540
+0.7% +$51.1K 1.55% 15
2023
Q3 		$6.14M Sell
73,910
-150
-0.2% -$13K 1.36% 20
2023
Q2 		$6.42M Buy
74,060
+440
+0.6% +$31.4K 1.35% 19
2023
Q1 		$4.72M Sell
73,620
-4,700
-6% -$283K 1.22% 20
2022
Q4 		$4.38M Sell
78,320
-24,080
-24% -$1.21M 1.21% 22
2022
Q3 		$4.55M Buy
102,400
+2,360
+2% +$121K 1.42% 19
2022
Q2 		$4.86M Buy
100,040
+91,260
+1,039% +$5.12M 1.52% 16
2022
Q1 		$553K Sell
8,780
-110
-1% -$6.53K 0.38% 28
2021
Q4 		$592K Hold
8,890
– – 0.38% 29
2021
Q3 		$431K Buy
8,890
+90
+1% +$4.38K 0.28% 32
2021
Q2 		$419K Sell
8,800
-90
-1% -$4.17K 0.31% 33
2021
Q1 		$412K Hold
8,890
– – 0.26% 32
2020
Q4 		$389K Buy
8,890
+110
+1% +$4.29K 0.25% 33
2020
Q3 		$319K Buy
8,780
+100
+1% +$3.35K 0.24% 32
2020
Q2 		$273K Hold
8,680
– – 0.27% 29
2020
Q1 		$206K Hold
8,680
– – 0.26% 36
2019
Q4 		$274K Buy
+8,680
New +$264K 0.27% 32

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

Consolidated Planning Corp's AVGO Position: Q2 2026 in Review

Consolidated Planning Corp increased its Broadcom (AVGO) stake by 3.3% in Q2 2026, buying an estimated $214K and bringing the position to 16,777 shares worth $6.34M. The position accounts for 0.85% of the portfolio, ranked #20.

Consolidated Planning Corp first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. The position peaked at $22.3M in Q3 2025. 4,814 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Consolidated Planning Corp held 16,777 shares of Broadcom worth $6.34M as of Q2 2026.
  • Consolidated Planning Corp bought 534 Broadcom shares in Q2 2026, an estimated $214K.
  • Broadcom made up 0.85% of Consolidated Planning Corp's portfolio in Q2 2026, its #20 holding.
  • Consolidated Planning Corp first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • Consolidated Planning Corp's Broadcom position peaked at $22.3M in Q3 2025.
  • 4,814 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.