Creative Planning’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-6,900
Closed -$21.7K 3919
2025
Q3
$21.7K Buy
6,900
+2,500
+57% +$767K ﹤0.01% 3815
2025
Q2
$11.6K Buy
+4,400
New +$955K ﹤0.01% 3616
2024
Q3
Sell
-6,000
Closed -$18.4K 3204
2024
Q2
$18.4K Buy
6,000
+3,000
+100% +$420K ﹤0.01% 2989
2024
Q1
$8.32K Buy
+3,000
New +$372K ﹤0.01% 2873

Other funds holding AVGO

Creative Planning's AVGO Position: Q1 2026 in Review

Creative Planning increased its Broadcom (AVGO) stake by 5.9% in Q1 2026, buying an estimated $33.1M and bringing the position to 1,801,894 shares worth $558M. The position accounts for 0.38% of the portfolio, ranked #40.

Creative Planning first reported a position in AVGO in Q4 2013 and has held it in 50 quarters since. The position peaked at $589M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Creative Planning held 1,801,894 shares of Broadcom worth $558M as of Q1 2026.
  • Creative Planning bought 100,698 Broadcom shares in Q1 2026, an estimated $33.1M.
  • Broadcom made up 0.38% of Creative Planning's portfolio in Q1 2026, its #40 holding.
  • Creative Planning first reported a position in Broadcom in Q4 2013 and has held it in 50 quarters since.
  • Creative Planning's Broadcom position peaked at $589M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.