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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
Q2 		$125K Sell
332
-23
-6% -$9.22K 0.02% 146
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 $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

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

Cranbrook Wealth Management reduced its Broadcom (AVGO) stake by 6.5% in Q2 2026, selling an estimated $9.22K and leaving 332 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #146.

Cranbrook Wealth Management first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cranbrook Wealth Management held 332 shares of Broadcom worth $125K as of Q2 2026.
  • Cranbrook Wealth Management sold 23 Broadcom shares in Q2 2026, an estimated $9.22K.
  • Broadcom made up 0.02% of Cranbrook Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Cranbrook Wealth Management first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.