LWA
AVGO icon

Lantern Wealth Advisors’s Broadcom AVGO Stock Holding History

Lantern Wealth Advisors’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 		$1.69M Sell
4,482
-109
-2% -$43.7K 0.78% 34
2026
Q1 		$1.42M Sell
4,591
-152
-3% -$50K 0.73% 36
2025
Q4 		$1.64M Buy
4,743
+124
+3% +$44.3K 0.87% 28
2025
Q3 		$1.52M Sell
4,619
-1,687
-27% -$518K 0.81% 33
2025
Q2 		$1.74M Buy
+6,306
New +$1.37M 1.03% 26
2024
Q4 		$1.57M Sell
6,787
-437
-6% -$80.8K 1.02% 27
2024
Q3 		$1.25M Buy
7,224
+4
+0.1% +$641 0.86% 34
2024
Q2 		$1.16M Buy
7,220
+20
+0.3% +$2.8K 0.84% 37
2024
Q1 		$954K Sell
7,200
-1,130
-14% -$140K 0.67% 43
2023
Q4 		$930K Buy
+8,330
New +$789K 0.73% 38

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

Lantern Wealth Advisors's AVGO Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its Broadcom (AVGO) stake by 2.4% in Q2 2026, selling an estimated $43.7K and leaving 4,482 shares worth $1.69M. The position accounts for 0.78% of the portfolio, ranked #34.

Lantern Wealth Advisors first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.74M in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Lantern Wealth Advisors held 4,482 shares of Broadcom worth $1.69M as of Q2 2026.
  • Lantern Wealth Advisors sold 109 Broadcom shares in Q2 2026, an estimated $43.7K.
  • Broadcom made up 0.78% of Lantern Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Lantern Wealth Advisors first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • Lantern Wealth Advisors's Broadcom position peaked at $1.74M in Q2 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.