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Lakeridge Wealth Management’s Broadcom AVGO Stock Holding History

Lakeridge 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 		$585K Buy
1,549
+228
+17% +$91.4K 0.21% 93
2026
Q1 		$409K Buy
1,321
+61
+5% +$20.1K 0.18% 111
2025
Q4 		$436K Buy
1,260
+293
+30% +$105K 0.2% 103
2025
Q3 		$319K Buy
967
+15
+2% +$4.6K 0.14% 117
2025
Q2 		$262K Buy
+952
New +$207K 0.12% 128
2025
Q1 		– Sell
-1,184
Closed -$275K – 152
2024
Q4 		$275K Buy
+1,184
New +$219K 0.14% 123

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

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

Lakeridge Wealth Management increased its Broadcom (AVGO) stake by 17% in Q2 2026, buying an estimated $91.4K and bringing the position to 1,549 shares worth $585K. The position accounts for 0.21% of the portfolio, ranked #93.

Lakeridge Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Lakeridge Wealth Management held 1,549 shares of Broadcom worth $585K as of Q2 2026.
  • Lakeridge Wealth Management bought 228 Broadcom shares in Q2 2026, an estimated $91.4K.
  • Broadcom made up 0.21% of Lakeridge Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Lakeridge Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.