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Graves Light Lenhart Wealth’s Broadcom AVGO Stock Holding History

Graves Light Lenhart Wealth’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 		$1.36M Buy
3,599
+8
+0.2% +$3.21K 0.13% 73
2026
Q1 		$1.11M Hold
3,591
– – 0.12% 76
2025
Q4 		$1.24M Sell
3,591
-46
-1% -$16.4K 0.13% 76
2025
Q3 		$1.2M Buy
3,637
+371
+11% +$114K 0.13% 78
2025
Q2 		$900K Hold
3,266
– – 0.11% 86
2025
Q1 		$547K Buy
3,266
+224
+7% +$47.4K 0.07% 109
2024
Q4 		$705K Sell
3,042
-48
-2% -$8.88K 0.09% 97
2024
Q3 		$533K Sell
3,090
-50
-2% -$8.02K 0.07% 105
2024
Q2 		$515K Buy
3,140
+40
+1% +$5.61K 0.06% 108
2024
Q1 		$411K Hold
3,100
– – 0.05% 118
2023
Q4 		$346K Buy
+3,100
New +$294K 0.04% 135
2022
Q3 		– Sell
-780
Closed -$38K – 196
2022
Q2 		$38K Hold
780
– – 0.01% 334
2022
Q1 		$49K Hold
780
– – 0.01% 356
2021
Q4 		$52K Buy
+780
New +$43.8K 0.01% 393

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

Graves Light Lenhart Wealth's AVGO Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Broadcom (AVGO) stake by 0.22% in Q2 2026, buying an estimated $3.21K and bringing the position to 3,599 shares worth $1.36M. The position accounts for 0.13% of the portfolio, ranked #73.

Graves Light Lenhart Wealth first reported a position in AVGO in Q4 2021 and has held it in 14 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Graves Light Lenhart Wealth held 3,599 shares of Broadcom worth $1.36M as of Q2 2026.
  • Graves Light Lenhart Wealth bought 8 Broadcom shares in Q2 2026, an estimated $3.21K.
  • Broadcom made up 0.13% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #73 holding.
  • Graves Light Lenhart Wealth first reported a position in Broadcom in Q4 2021 and has held it in 14 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.