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J. Derek Lewis & Associates’s Broadcom AVGO Stock Holding History

J. Derek Lewis & 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 		$4.37M Buy
11,568
+92
+0.8% +$36.9K 0.83% 24
2026
Q1 		$3.55M Sell
11,476
-807
-7% -$266K 0.8% 25
2025
Q4 		$4.25M Buy
+12,283
New +$4.39M 1% 18

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

J. Derek Lewis & Associates's AVGO Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Broadcom (AVGO) stake by 0.8% in Q2 2026, buying an estimated $36.9K and bringing the position to 11,568 shares worth $4.37M. The position accounts for 0.83% of the portfolio, ranked #24.

J. Derek Lewis & Associates first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 3,167 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • J. Derek Lewis & Associates held 11,568 shares of Broadcom worth $4.37M as of Q2 2026.
  • J. Derek Lewis & Associates bought 92 Broadcom shares in Q2 2026, an estimated $36.9K.
  • Broadcom made up 0.83% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #24 holding.
  • J. Derek Lewis & Associates first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 3,167 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.