JPLA
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Joseph P. Lucia & Associates’s Broadcom AVGO Stock Holding History

Joseph P. Lucia & 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 		$760K Buy
2,011
+47
+2% +$18.8K 0.23% 85
2026
Q1 		$608K Buy
1,964
+197
+11% +$64.8K 0.22% 91
2025
Q4 		$612K Buy
1,767
+161
+10% +$57.6K 0.22% 90
2025
Q3 		$530K Buy
1,606
+125
+8% +$38.3K 0.2% 95
2025
Q2 		$408K Buy
+1,481
New +$322K 0.17% 106
2025
Q1 		– Sell
-1,036
Closed -$240K – 141
2024
Q4 		$240K Sell
1,036
-200
-16% -$37K 0.11% 119
2024
Q3 		$213K Buy
+1,236
New +$198K 0.1% 125

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

Joseph P. Lucia & Associates's AVGO Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Broadcom (AVGO) stake by 2.4% in Q2 2026, buying an estimated $18.8K and bringing the position to 2,011 shares worth $760K. The position accounts for 0.23% of the portfolio, ranked #85.

Joseph P. Lucia & Associates first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Joseph P. Lucia & Associates held 2,011 shares of Broadcom worth $760K as of Q2 2026.
  • Joseph P. Lucia & Associates bought 47 Broadcom shares in Q2 2026, an estimated $18.8K.
  • Broadcom made up 0.23% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #85 holding.
  • Joseph P. Lucia & Associates first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.