Alan B. Lancz & Associates’s Broadcom AVGO Stock Holding History

Alan B. Lancz & Associates’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	$548K	Hold	1,450	–	–	0.48%	54
2026 Q1	$449K	Sell	1,450 -350	-19%	-$115K	0.44%	65
2025 Q4	$623K	Hold	1,800	–	–	0.55%	45
2025 Q3	$594K	Sell	1,800 -150	-8%	-$46K	0.54%	45
2025 Q2	$538K	Buy	1,950 +100	+5%	+$21.7K	0.54%	45
2025 Q1	$310K	Sell	1,850 -100	-5%	-$21.2K	0.33%	83
2024 Q4	$452K	Sell	1,950 -300	-13%	-$55.5K	0.46%	54
2024 Q3	$388K	Sell	2,250 -110	-5%	-$17.6K	0.36%	76
2024 Q2	$379K	Buy	+2,360	New	+$331K	0.37%	72
2023 Q4	$265K	Buy	+2,370	New	+$224K	0.28%	104

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Alan B. Lancz & Associates's AVGO Position: Q2 2026 in Review

Alan B. Lancz & Associates held its Broadcom (AVGO) position steady in Q2 2026 at 1,450 shares worth $548K. The position accounts for 0.48% of the portfolio, ranked #54.

Alan B. Lancz & Associates first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $623K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Alan B. Lancz & Associates held 1,450 shares of Broadcom worth $548K as of Q2 2026.
Alan B. Lancz & Associates left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 0.48% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #54 holding.
Alan B. Lancz & Associates first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Alan B. Lancz & Associates's Broadcom position peaked at $623K in Q4 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.