GLLW
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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
Q3 		$1.25M Sell
3,568
-31
-0.9% -$11.7K 0.12% 76
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Graves Light Lenhart Wealth's AVGO Position: Q3 2026 in Review

Graves Light Lenhart Wealth reduced its Broadcom (AVGO) stake by 0.86% in Q3 2026, selling an estimated $11.7K and leaving 3,568 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #76.

Graves Light Lenhart Wealth first reported a position in AVGO in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.36M in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Graves Light Lenhart Wealth held 3,568 shares of Broadcom worth $1.25M as of Q3 2026.
  • Graves Light Lenhart Wealth sold 31 Broadcom shares in Q3 2026, an estimated $11.7K.
  • Broadcom made up 0.12% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #76 holding.
  • Graves Light Lenhart Wealth first reported a position in Broadcom in Q4 2021 and has held it in 15 quarters since.
  • Graves Light Lenhart Wealth's Broadcom position peaked at $1.36M in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.