Capital Planning Advisors, LLC
- SEC CIK
- 0001631941
- Latest filing
- May 14, 2026
AVGO holding history
Broadcom Inc. in every 13F filed by Capital Planning Advisors, 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 Q1 2026 holdings
- Shares (Q1 2026)
- 25,898
- Value
- $8.02M
- % of portfolio
- 1.2%
- Quarters held
- 20
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 25,898 | $8.02M | 1.2% | −736−2.8% | Reduced | Holders |
| Q4 2025 | 26,634 | $9.22M | 1.2% | −1,787−6.3% | Reduced | Holders |
| Q3 2025 | 28,421 | $9.38M | 1.3% | −961−3.3% | Reduced | Holders |
| Q2 2025 | 29,382 | $8.10M | 1.2% | −1,743−5.6% | Reduced | Holders |
| Q1 2025 | 31,125 | $5.21M | 0.8% | +498+1.6% | Added | Holders |
| Q4 2024 | 30,627 | $7.10M | 1.1% | +2,037+7.1% | Added | Holders |
| Q3 2024 | 28,590 | $4.93M | 0.7% | +4,250+17.5% | AddedConverted for a 10-for-1 split | Holders |
| Q2 2024 | 2,434 | $3.91M | 0.7% | +67+2.8% | Added | Holders |
| Q1 2024 | 2,367 | $3.14M | 0.6% | +28+1.2% | Added | Holders |
| Q4 2023 | 2,339 | $2.61M | 0.5% | −143−5.8% | Reduced | Holders |
| Q3 2023 | 2,482 | $2.06M | 0.4% | −13−0.5% | Reduced | Holders |
| Q2 2023 | 2,495 | $2.16M | 0.4% | −44−1.7% | Reduced | Holders |
| Q1 2023 | 2,539 | $1.63M | 0.3% | −122−4.6% | Reduced | Holders |
| Q4 2022 | 2,661 | $1.49M | 0.4% | +1,138+74.7% | Added | Holders |
| Q3 2022 | 1,523 | $676.0K | 0.2% | +906+146.8% | Added | Holders |
| Q2 2022 | 617 | $300.0K | 0.1% | −16−2.5% | Reduced | Holders |
| Q1 2022 | 633 | $399.0K | 0.1% | +25+4.1% | Added | Holders |
| Q4 2021 | 608 | $405.0K | 0.1% | +57+10.3% | Added | Holders |
| Q3 2021 | 551 | $267.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 551 | $263.0K | 0.1% | +551 | New | Holders |