LaFleur & Godfrey’s Broadcom AVGO Stock Holding History

LaFleur & Godfrey’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	$25.8M	Sell	68,418 -5,063	-7%	-$2.03M	3.07%	6
2026 Q1	$22.7M	Sell	73,481 -1,968	-3%	-$648K	2.83%	9
2025 Q4	$26.1M	Sell	75,449 -3,261	-4%	-$1.17M	3.16%	6
2025 Q3	$26M	Sell	78,710 -9,282	-11%	-$2.85M	3.15%	6
2025 Q2	$24.3M	Sell	87,992 -783	-0.9%	-$170K	3.03%	5
2025 Q1	$14.9M	Buy	88,775 +10,510	+13%	+$2.22M	2.02%	16
2024 Q4	$18.1M	Buy	78,265 +12,345	+19%	+$2.28M	2.49%	10
2024 Q3	$11.4M	Buy	+65,920	New	+$10.6M	1.57%	20

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LaFleur & Godfrey's AVGO Position: Q2 2026 in Review

LaFleur & Godfrey reduced its Broadcom (AVGO) stake by 6.9% in Q2 2026, selling an estimated $2.03M and leaving 68,418 shares worth $25.8M. The position accounts for 3.07% of the portfolio, ranked #6.

LaFleur & Godfrey first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $26.1M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

LaFleur & Godfrey held 68,418 shares of Broadcom worth $25.8M as of Q2 2026.
LaFleur & Godfrey sold 5,063 Broadcom shares in Q2 2026, an estimated $2.03M.
Broadcom made up 3.07% of LaFleur & Godfrey's portfolio in Q2 2026, its #6 holding.
LaFleur & Godfrey first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
LaFleur & Godfrey's Broadcom position peaked at $26.1M in Q4 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on LaFleur & Godfrey's 13F filing for Q2 2026, filed 15 Jul 2026.