LJAC
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L.J. Altfest & Co’s Broadcom AVGO Stock Holding History

L.J. Altfest & Co’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 		$2.87M Sell
7,603
-6,235
-45% -$2.5M 0.28% 62
2026
Q1 		$4.28M Buy
13,838
+4,032
+41% +$1.33M 0.46% 50
2025
Q4 		$3.39M Sell
9,806
-3,710
-27% -$1.33M 0.37% 54
2025
Q3 		$4.46M Sell
13,516
-11,151
-45% -$3.42M 0.5% 47
2025
Q2 		$6.8M Buy
24,667
+9,217
+60% +$2M 0.8% 26
2025
Q1 		$2.59M Buy
15,450
+4,272
+38% +$904K 0.32% 57
2024
Q4 		$2.59M Buy
11,178
+5,404
+94% +$1,000K 0.33% 60
2024
Q3 		$996K Buy
5,774
+4,524
+362% +$725K 0.13% 132
2024
Q2 		$201K Buy
+1,250
New +$175K 0.03% 304
2020
Q2 		– Sell
-8,930
Closed -$212K – 219
2020
Q1 		$212K Buy
+8,930
New +$252K 0.07% 176

Other funds holding AVGO

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

L.J. Altfest & Co's AVGO Position: Q2 2026 in Review

L.J. Altfest & Co reduced its Broadcom (AVGO) stake by 45% in Q2 2026, selling an estimated $2.5M and leaving 7,603 shares worth $2.87M. The position accounts for 0.28% of the portfolio, ranked #62.

L.J. Altfest & Co first reported a position in AVGO in Q1 2020 and has held it in 10 quarters since. The position peaked at $6.8M in Q2 2025. 2,599 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • L.J. Altfest & Co held 7,603 shares of Broadcom worth $2.87M as of Q2 2026.
  • L.J. Altfest & Co sold 6,235 Broadcom shares in Q2 2026, an estimated $2.5M.
  • Broadcom made up 0.28% of L.J. Altfest & Co's portfolio in Q2 2026, its #62 holding.
  • L.J. Altfest & Co first reported a position in Broadcom in Q1 2020 and has held it in 10 quarters since.
  • L.J. Altfest & Co's Broadcom position peaked at $6.8M in Q2 2025.
  • 2,599 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.