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Cypress Wealth Services’s Broadcom AVGO Stock Holding History

Cypress Wealth Services’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 		$4.91M Buy
12,989
+194
+2% +$77.8K 0.6% 42
2026
Q1 		$3.96M Sell
12,795
-115
-0.9% -$37.8K 0.56% 44
2025
Q4 		$4.47M Buy
12,910
+4,747
+58% +$1.7M 0.62% 38
2025
Q3 		$2.69M Buy
8,163
+1,861
+30% +$571K 0.44% 48
2025
Q2 		$1.74M Buy
6,302
+735
+13% +$160K 0.31% 64
2025
Q1 		$932K Buy
5,567
+188
+3% +$39.8K 0.19% 93
2024
Q4 		$1.25M Buy
5,379
+785
+17% +$145K 0.25% 73
2024
Q3 		$792K Buy
4,594
+534
+13% +$85.6K 0.16% 104
2024
Q2 		$652K Buy
4,060
+300
+8% +$42K 0.15% 112
2024
Q1 		$499K Buy
3,760
+1,650
+78% +$204K 0.12% 146
2023
Q4 		$236K Buy
+2,110
New +$200K 0.06% 213

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

Cypress Wealth Services's AVGO Position: Q2 2026 in Review

Cypress Wealth Services increased its Broadcom (AVGO) stake by 1.5% in Q2 2026, buying an estimated $77.8K and bringing the position to 12,989 shares worth $4.91M. The position accounts for 0.6% of the portfolio, ranked #42.

Cypress Wealth Services first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cypress Wealth Services held 12,989 shares of Broadcom worth $4.91M as of Q2 2026.
  • Cypress Wealth Services bought 194 Broadcom shares in Q2 2026, an estimated $77.8K.
  • Broadcom made up 0.6% of Cypress Wealth Services's portfolio in Q2 2026, its #42 holding.
  • Cypress Wealth Services first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.