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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
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 $6.73T 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

Crestmont Private Wealth's AVGO Position: Q2 2026 in Review

Crestmont Private Wealth reduced its Broadcom (AVGO) stake by 16% in Q2 2026, selling an estimated $148K and leaving 1,908 shares worth $721K. The position accounts for 0.2% of the portfolio, ranked #39.

Crestmont Private Wealth first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Crestmont Private Wealth held 1,908 shares of Broadcom worth $721K as of Q2 2026.
  • Crestmont Private Wealth sold 369 Broadcom shares in Q2 2026, an estimated $148K.
  • Broadcom made up 0.2% of Crestmont Private Wealth's portfolio in Q2 2026, its #39 holding.
  • Crestmont Private Wealth first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.