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Cornerstone Wealth Group’s Broadcom AVGO Stock Holding History

Cornerstone Wealth Group’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 		$35.8M Sell
89,006
-2,025
-2% -$666K 2.3% 7
2025
Q4 		$31.5M Sell
91,031
-846
-0.9% -$303K 2.15% 8
2025
Q3 		$30.3M Sell
91,877
-617
-0.7% -$189K 2.05% 8
2025
Q2 		$25.5M Buy
92,494
+5,932
+7% +$1.29M 1.91% 8
2025
Q1 		$14.5M Sell
86,562
-6,780
-7% -$1.43M 1.2% 16
2024
Q4 		$21.6M Sell
93,342
-424
-0.5% -$78.4K 1.77% 8
2024
Q3 		$16.2M Sell
93,766
-284
-0.3% -$45.5K 1.34% 13
2024
Q2 		$15.1M Buy
94,050
+810
+0.9% +$114K 1.34% 13
2024
Q1 		$12.4M Buy
93,240
+11,720
+14% +$1.45M 1.14% 19
2023
Q4 		$9.1M Sell
81,520
-9,180
-10% -$869K 1.3% 17
2023
Q3 		$7.53M Sell
90,700
-50,980
-36% -$4.42M 1.34% 15
2023
Q2 		$12.3M Sell
141,680
-2,580
-2% -$184K 2.23% 9
2023
Q1 		$9.26M Buy
144,260
+30,570
+27% +$1.84M 1.65% 10
2022
Q4 		$6.36M Buy
113,690
+1,800
+2% +$90.3K 1.2% 22
2022
Q3 		$4.97M Buy
111,890
+3,820
+4% +$195K 1.1% 29
2022
Q2 		$5.25M Sell
108,070
-23,090
-18% -$1.3M 1.1% 28
2022
Q1 		$8.26M Buy
131,160
+37,540
+40% +$2.23M 1.52% 13
2021
Q4 		$6.23M Buy
93,620
+1,060
+1% +$59.6K 1.07% 26
2021
Q3 		$4.49M Buy
92,560
+22,720
+33% +$1.1M 0.79% 32
2021
Q2 		$3.25M Buy
69,840
+2,800
+4% +$130K 0.66% 54
2021
Q1 		$3.08M Sell
67,040
-110
-0.2% -$5.09K 0.63% 61
2020
Q4 		$2.94M Sell
67,150
-30,230
-31% -$1.18M 0.72% 39
2020
Q3 		$3.55M Sell
97,380
-3,080
-3% -$103K 0.97% 28
2020
Q2 		$3.17M Buy
100,460
+2,110
+2% +$59.1K 0.8% 31
2020
Q1 		$2.33M Buy
+98,350
New +$2.77M 0.82% 37

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

Cornerstone Wealth Group's AVGO Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Broadcom (AVGO) stake by 2.2% in Q1 2026, selling an estimated $666K and leaving 89,006 shares worth $35.8M. The position accounts for 2.3% of the portfolio, ranked #7.

Cornerstone Wealth Group first reported a position in AVGO in Q1 2020 and has held it in 25 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Cornerstone Wealth Group held 89,006 shares of Broadcom worth $35.8M as of Q1 2026.
  • Cornerstone Wealth Group sold 2,025 Broadcom shares in Q1 2026, an estimated $666K.
  • Broadcom made up 2.3% of Cornerstone Wealth Group's portfolio in Q1 2026, its #7 holding.
  • Cornerstone Wealth Group first reported a position in Broadcom in Q1 2020 and has held it in 25 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.