CA
AVGO icon

CSM Advisors’s Broadcom AVGO Stock Holding History

CSM Advisors’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 		$58.3M Sell
154,440
-7,534
-5% -$3.02M 1.25% 12
2026
Q1 		$50.1M Buy
161,974
+107,011
+195% +$35.2M 1.23% 13
2025
Q4 		$19M Buy
54,963
+997
+2% +$357K 0.52% 60
2025
Q3 		$17.8M Sell
53,966
-22,314
-29% -$6.85M 0.5% 60
2025
Q2 		$21M Buy
76,280
+790
+1% +$172K 0.61% 46
2025
Q1 		$12.6M Sell
75,490
-13,725
-15% -$2.9M 0.69% 31
2024
Q4 		$20.7M Sell
89,215
-2,330
-3% -$431K 0.97% 23
2024
Q3 		$15.8M Sell
91,545
-3,765
-4% -$604K 1.03% 32
2024
Q2 		$15.3M Sell
95,310
-3,990
-4% -$559K 1.08% 24
2024
Q1 		$13.2M Sell
99,300
-2,120
-2% -$263K 0.86% 33
2023
Q4 		$11.3M Buy
+101,420
New +$9.6M 0.82% 32

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

CSM Advisors's AVGO Position: Q2 2026 in Review

CSM Advisors reduced its Broadcom (AVGO) stake by 4.7% in Q2 2026, selling an estimated $3.02M and leaving 154,440 shares worth $58.3M. The position accounts for 1.25% of the portfolio, ranked #12.

CSM Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • CSM Advisors held 154,440 shares of Broadcom worth $58.3M as of Q2 2026.
  • CSM Advisors sold 7,534 Broadcom shares in Q2 2026, an estimated $3.02M.
  • Broadcom made up 1.25% of CSM Advisors's portfolio in Q2 2026, its #12 holding.
  • CSM Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.