Crestmont Private Wealth
AVGO icon

Crestmont Private Wealth’s Broadcom AVGO Stock Holding History

Crestmont Private Wealth’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
Q3 		$649K Sell
1,847
-61
-3% -$23K 0.18% 43
2026
Q2 		$721K Sell
1,908
-369
-16% -$148K 0.2% 39
2026
Q1 		$705K Buy
2,277
+250
+12% +$82.3K 0.22% 42
2025
Q4 		$702K Sell
2,027
-144
-7% -$51.5K 0.23% 37
2025
Q3 		$716K Sell
2,171
-121
-5% -$37.1K 0.24% 37
2025
Q2 		$632K Buy
2,292
+39
+2% +$8.47K 0.23% 36
2025
Q1 		$377K Buy
2,253
+31
+1% +$6.56K 0.16% 46
2024
Q4 		$515K Sell
2,222
-417
-16% -$77.1K 0.23% 33
2024
Q3 		$455K Buy
2,639
+29
+1% +$4.65K 0.2% 36
2024
Q2 		$419K Buy
2,610
+890
+52% +$125K 0.2% 36
2024
Q1 		$228K Buy
+1,720
New +$213K 0.11% 56

Other funds holding AVGO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Crestmont Private Wealth's AVGO Position: Q3 2026 in Review

Crestmont Private Wealth reduced its Broadcom (AVGO) stake by 3.2% in Q3 2026, selling an estimated $23K and leaving 1,847 shares worth $649K. The position accounts for 0.18% of the portfolio, ranked #43.

Crestmont Private Wealth first reported a position in AVGO in Q1 2024 and has held it in 11 quarters since. The position peaked at $721K in Q2 2026. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Crestmont Private Wealth held 1,847 shares of Broadcom worth $649K as of Q3 2026.
  • Crestmont Private Wealth sold 61 Broadcom shares in Q3 2026, an estimated $23K.
  • Broadcom made up 0.18% of Crestmont Private Wealth's portfolio in Q3 2026, its #43 holding.
  • Crestmont Private Wealth first reported a position in Broadcom in Q1 2024 and has held it in 11 quarters since.
  • Crestmont Private Wealth's Broadcom position peaked at $721K in Q2 2026.
  • 4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Crestmont Private Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.