CWM
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Cranbrook Wealth Management’s Broadcom AVGO Stock Holding History

Cranbrook 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
Q1 		$110K Hold
355
– – 0.02% 152
2025
Q4 		$123K Hold
355
– – 0.02% 150
2025
Q3 		$117K Sell
355
-54
-13% -$16.6K 0.02% 155
2025
Q2 		$113K Buy
409
+54
+15% +$11.7K 0.02% 154
2025
Q1 		$59.4K Hold
355
– – 0.01% 178
2024
Q4 		$82.3K Buy
355
+25
+8% +$4.62K 0.02% 165
2024
Q3 		$56.9K Buy
330
+180
+120% +$28.9K 0.01% 183
2024
Q2 		$24.1K Hold
150
– – 0.01% 214
2024
Q1 		$19.9K Hold
150
– – 0.01% 198
2023
Q4 		$16.7K Hold
150
– – ﹤0.01% 210
2023
Q3 		$12.5K Hold
150
– – ﹤0.01% 218
2023
Q2 		$13K Hold
150
– – ﹤0.01% 216
2023
Q1 		$9.62K Hold
150
– – ﹤0.01% 227
2022
Q4 		$8.39K Hold
150
– – ﹤0.01% 228
2022
Q3 		$7K Hold
150
– – ﹤0.01% 251
2022
Q2 		$7K Sell
150
-370
-71% -$20.8K ﹤0.01% 254
2022
Q1 		$33K Hold
520
– – 0.01% 213
2021
Q4 		$35K Hold
520
– – 0.01% 205
2021
Q3 		$25K Buy
520
+150
+41% +$7.29K 0.01% 232
2021
Q2 		$18K Sell
370
-60
-14% -$2.78K ﹤0.01% 245
2021
Q1 		$20K Buy
430
+350
+438% +$16.2K ﹤0.01% 248
2020
Q4 		$4K Buy
+80
New +$3.12K ﹤0.01% 281

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

Cranbrook Wealth Management's AVGO Position: Q1 2026 in Review

Cranbrook Wealth Management held its Broadcom (AVGO) position steady in Q1 2026 at 355 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #152.

Cranbrook Wealth Management first reported a position in AVGO in Q4 2020 and has held it in 22 quarters since. The position peaked at $123K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Cranbrook Wealth Management held 355 shares of Broadcom worth $110K as of Q1 2026.
  • Cranbrook Wealth Management left its Broadcom share count unchanged in Q1 2026.
  • Broadcom made up 0.02% of Cranbrook Wealth Management's portfolio in Q1 2026, its #152 holding.
  • Cranbrook Wealth Management first reported a position in Broadcom in Q4 2020 and has held it in 22 quarters since.
  • Cranbrook Wealth Management's Broadcom position peaked at $123K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.