Lake Street Private Wealth’s Broadcom AVGO Stock Holding History

Lake Street Private Wealth’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	$12M	Buy	31,678 +9,502	+43%	+$3.81M	1.37%	16
2026 Q1	$6.86M	Sell	22,176 -2,236	-9%	-$736K	0.87%	32
2025 Q4	$8.45M	Sell	24,412 -682	-3%	-$244K	1.03%	22
2025 Q3	$8.28M	Buy	25,094 +484	+2%	+$148K	1.07%	24
2025 Q2	$6.78M	Buy	24,610 +2,808	+13%	+$610K	0.97%	32
2025 Q1	$3.65M	Buy	21,802 +806	+4%	+$171K	0.59%	57
2024 Q4	$4.87M	Sell	20,996 -929	-4%	-$172K	0.78%	38
2024 Q3	$3.78M	Sell	21,925 -3,085	-12%	-$495K	0.61%	48
2024 Q2	$4.01M	Sell	25,010 -340	-1%	-$47.6K	0.52%	50
2024 Q1	$3.36M	Buy	25,350 +30	+0.1%	+$3.72K	0.46%	61
2023 Q4	$2.83M	Sell	25,320 -1,410	-5%	-$134K	0.45%	61
2023 Q3	$2.22M	Buy	26,730 +930	+4%	+$80.6K	0.4%	77
2023 Q2	$2.24M	Buy	25,800 +1,410	+6%	+$101K	0.39%	79
2023 Q1	$1.56M	Sell	24,390 -830	-3%	-$49.9K	0.29%	97
2022 Q4	$1.41M	Buy	25,220 +540	+2%	+$27.1K	0.29%	101
2022 Q3	$1.1M	Sell	24,680 -1,990	-7%	-$102K	0.25%	103
2022 Q2	$1.3M	Buy	26,670 +1,930	+8%	+$108K	0.27%	99
2022 Q1	$1.56M	Buy	24,740 +2,270	+10%	+$135K	0.28%	96
2021 Q4	$1.5M	Buy	22,470 +2,570	+13%	+$144K	0.26%	97
2021 Q3	$965K	Sell	19,900 -540	-3%	-$26.3K	0.23%	103
2021 Q2	$960K	Sell	20,440 -2,890	-12%	-$134K	0.24%	102
2021 Q1	$1.08M	Sell	23,330 -180	-0.8%	-$8.32K	0.3%	91
2020 Q4	$1.03M	Buy	23,510 +170	+0.7%	+$6.63K	0.3%	88
2020 Q3	$850K	Sell	23,340 -440	-2%	-$14.7K	0.29%	82
2020 Q2	$750K	Buy	23,780 +540	+2%	+$15.1K	0.28%	87
2020 Q1	$551K	Sell	23,240 -350	-1%	-$9.86K	0.25%	88
2019 Q4	$746K	Buy	23,590 +290	+1%	+$8.8K	0.29%	89
2019 Q3	$643K	Buy	23,300 +640	+3%	+$18.2K	0.29%	84
2019 Q2	$652K	Buy	+22,660	New	+$660K	0.38%	66

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

Lake Street Private Wealth's AVGO Position: Q2 2026 in Review

Lake Street Private Wealth increased its Broadcom (AVGO) stake by 43% in Q2 2026, buying an estimated $3.81M and bringing the position to 31,678 shares worth $12M. The position accounts for 1.37% of the portfolio, ranked #16.

Lake Street Private Wealth first reported a position in AVGO in Q2 2019 and has held it in 29 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Lake Street Private Wealth held 31,678 shares of Broadcom worth $12M as of Q2 2026.
Lake Street Private Wealth bought 9,502 Broadcom shares in Q2 2026, an estimated $3.81M.
Broadcom made up 1.37% of Lake Street Private Wealth's portfolio in Q2 2026, its #16 holding.
Lake Street Private Wealth first reported a position in Broadcom in Q2 2019 and has held it in 29 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.