CWM
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Cornerstone Wealth Management’s Broadcom AVGO Stock Holding History

Cornerstone 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
Q2 		$8.17M Buy
21,640
+1,656
+8% +$664K 0.35% 70
2026
Q1 		$6.19M Buy
19,984
+1,414
+8% +$465K 0.31% 79
2025
Q4 		$6.43M Buy
18,570
+1,569
+9% +$561K 0.33% 74
2025
Q3 		$5.61M Buy
17,001
+1,146
+7% +$352K 0.31% 80
2025
Q2 		$4.37M Buy
15,855
+1,598
+11% +$347K 0.27% 90
2025
Q1 		$2.39M Buy
14,257
+4,179
+41% +$884K 0.16% 130
2024
Q4 		$2.34M Buy
10,078
+327
+3% +$60.5K 0.16% 128
2024
Q3 		$1.68M Buy
9,751
+2,831
+41% +$454K 0.12% 157
2024
Q2 		$1.11M Buy
6,920
+1,180
+21% +$165K 0.09% 187
2024
Q1 		$761K Buy
5,740
+200
+4% +$24.8K 0.06% 247
2023
Q4 		$618K Sell
5,540
-810
-13% -$76.7K 0.05% 276
2023
Q3 		$528K Buy
6,350
+870
+16% +$75.4K 0.05% 293
2023
Q2 		$475K Sell
5,480
-900
-14% -$64.2K 0.04% 317
2023
Q1 		$409K Buy
+6,380
New +$384K 0.04% 317
2022
Q3 		$292K Sell
6,570
-2,110
-24% -$108K 0.03% 353
2022
Q2 		$422K Buy
8,680
+3,330
+62% +$187K 0.05% 294
2022
Q1 		$337K Sell
5,350
-180
-3% -$10.7K 0.03% 346
2021
Q4 		$371K Buy
5,530
+400
+8% +$22.5K 0.04% 342
2021
Q3 		$249K Buy
5,130
+230
+5% +$11.2K 0.03% 395
2021
Q2 		$234K Sell
4,900
-340
-6% -$15.8K 0.02% 418
2021
Q1 		$243K Buy
5,240
+640
+14% +$29.6K 0.03% 390
2020
Q4 		$201K Buy
+4,600
New +$179K 0.03% 397
2019
Q2 		– Sell
-2,910
Closed -$319K – 372
2019
Q1 		$319K Buy
+2,910
New +$78.9K 0.04% 371
2018
Q3 		– Sell
-1,255,480
Closed -$518K – 1317
2018
Q2 		$518K Buy
+1,255,480
New +$30.8M 0.01% 1001
2018
Q1 		– Sell
-7,720
Closed -$210K – 382
2017
Q4 		$210K Buy
+7,720
New +$201K 0.04% 379
2017
Q3 		– Sell
-12,740
Closed -$309K – 389
2017
Q2 		$309K Buy
12,740
+1,350
+12% +$31.3K 0.07% 277
2017
Q1 		$246K Buy
+11,390
New +$235K 0.06% 285

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Cornerstone Wealth Management's AVGO Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Broadcom (AVGO) stake by 8.3% in Q2 2026, buying an estimated $664K and bringing the position to 21,640 shares worth $8.17M. The position accounts for 0.35% of the portfolio, ranked #70.

Cornerstone Wealth Management first reported a position in AVGO in Q1 2017 and has held it in 27 quarters since. 1,273 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cornerstone Wealth Management held 21,640 shares of Broadcom worth $8.17M as of Q2 2026.
  • Cornerstone Wealth Management bought 1,656 Broadcom shares in Q2 2026, an estimated $664K.
  • Broadcom made up 0.35% of Cornerstone Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Cornerstone Wealth Management first reported a position in Broadcom in Q1 2017 and has held it in 27 quarters since.
  • 1,273 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.