Skip to main content
Livermore
Livermore
ZHEN

Capital Wealth Planning, LLC

SEC CIK
0001566728
Latest filing
Aug 14, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Capital Wealth Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVGO overviewAll 13F holders of AVGOFull Q2 2026 holdings

Shares (Q2 2026)
136,286
Value
$51.5M
% of portfolio
0.3%
Quarters held
18
Since Q1 2021
Holdings of AVGO by Capital Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026136,286$51.5M0.3%+19,560+16.8%AddedHolders
Q1 2026116,726$36.1M0.2%+31,608+37.1%AddedHolders
Q4 202585,118$29.5M0.2%+36,225+74.1%AddedHolders
Q3 202548,893$16.1M0.1%+32,722+202.3%AddedHolders
Q2 202516,171$4.46M<0.1%+10,451+182.7%AddedHolders
Q1 20255,720$957.7K<0.1%+2,290+66.8%AddedHolders
Q4 20243,430$795.2K<0.1%−1,716−33.3%ReducedHolders
Q3 20245,146$887.7K<0.1%+1,256+32.3%AddedConverted for a 10-for-1 splitHolders
Q2 2024389$624.6K<0.1%−68,484−99.4%ReducedHolders
Q1 202468,873$91.3M1.0%−197,892−74.2%ReducedHolders
Q4 2023266,765$297.8M3.4%+266,024+35,900.7%AddedHolders
Q3 2023741$615.5K<0.1%+741NewHolders
Q1 20230$00.0%−531−100.0%Sold outHolders
Q4 2022531$297.1K<0.1%+531NewHolders
Q2 20220$00.0%−320−100.0%Sold outHolders
Q1 2022320$201.0K<0.1%−926−74.3%ReducedHolders
Q4 20211,246$829.0K<0.1%+233+23.0%AddedHolders
Q3 20211,013$491.0K<0.1%−47−4.4%ReducedHolders
Q2 20211,060$506.0K<0.1%+283+36.4%AddedHolders
Q1 2021777$360.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.