LWM
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Laidlaw Wealth Management’s Broadcom AVGO Stock Holding History

Laidlaw Wealth Management’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 		$532K Sell
1,407
-26
-2% -$10.4K 1.52% 19
2026
Q1 		$444K Buy
1,433
+15
+1% +$4.94K 1.54% 21
2025
Q4 		$491K Buy
1,418
+20
+1% +$7.15K 1.52% 20
2025
Q3 		$461K Sell
1,398
-702
-33% -$215K 1.1% 30
2025
Q2 		$579K Sell
2,100
-2,126
-50% -$462K 1.67% 19
2025
Q1 		$708K Sell
4,226
-1,388
-25% -$294K 2.08% 15
2024
Q4 		$1.3M Sell
5,614
-477
-8% -$88.2K 0.57% 48
2024
Q3 		$1.05M Buy
6,091
+1,121
+23% +$180K 0.52% 63
2024
Q2 		$798K Sell
4,970
-1,270
-20% -$178K 0.44% 61
2024
Q1 		$827K Sell
6,240
-17,120
-73% -$2.12M 0.46% 62
2023
Q4 		$2.61M Buy
23,360
+1,700
+8% +$161K 0.95% 26
2023
Q3 		$1.8M Buy
21,660
+1,540
+8% +$133K 0.59% 44
2023
Q2 		$1.75M Sell
20,120
-260
-1% -$18.5K 0.34% 77
2023
Q1 		$1.31M Sell
20,380
-20
-0.1% -$1.2K 0.27% 99
2022
Q4 		$1.14M Buy
20,400
+500
+3% +$25.1K 0.24% 111
2022
Q3 		$883K Sell
19,900
-1,290
-6% -$65.9K 0.21% 121
2022
Q2 		$1.03M Buy
21,190
+70
+0.3% +$3.93K 0.21% 124
2022
Q1 		$1.33M Sell
21,120
-1,130
-5% -$67.1K 0.22% 112
2021
Q4 		$1.48M Buy
22,250
+2,370
+12% +$133K 0.24% 114
2021
Q3 		$964K Sell
19,880
-1,740
-8% -$84.6K 0.25% 95
2021
Q2 		$1.03M Buy
21,620
+1,300
+6% +$60.2K 0.27% 92
2021
Q1 		$942K Buy
20,320
+3,370
+20% +$156K 0.32% 85
2020
Q4 		$742K Buy
16,950
+1,340
+9% +$52.2K 0.16% 151
2020
Q3 		$569K Sell
15,610
-1,780
-10% -$59.6K 0.25% 101
2020
Q2 		$549K Buy
17,390
+5,070
+41% +$142K 0.29% 97
2020
Q1 		$292K Buy
12,320
+5,950
+93% +$168K 0.19% 114
2019
Q4 		$201K Buy
+6,370
New +$193K 0.13% 162

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

Laidlaw Wealth Management's AVGO Position: Q2 2026 in Review

Laidlaw Wealth Management reduced its Broadcom (AVGO) stake by 1.8% in Q2 2026, selling an estimated $10.4K and leaving 1,407 shares worth $532K. The position accounts for 1.52% of the portfolio, ranked #19.

Laidlaw Wealth Management first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.61M in Q4 2023. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Laidlaw Wealth Management held 1,407 shares of Broadcom worth $532K as of Q2 2026.
  • Laidlaw Wealth Management sold 26 Broadcom shares in Q2 2026, an estimated $10.4K.
  • Broadcom made up 1.52% of Laidlaw Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Laidlaw Wealth Management first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • Laidlaw Wealth Management's Broadcom position peaked at $2.61M in Q4 2023.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Laidlaw Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.