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Lantz Financial’s Broadcom AVGO Stock Holding History

Lantz Financial’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 		$1.32M Sell
3,482
-236
-6% -$94.6K 0.24% 100
2026
Q1 		$1.15M Sell
3,718
-70
-2% -$23K 0.24% 110
2025
Q4 		$1.31M Buy
3,788
+38
+1% +$13.6K 0.28% 96
2025
Q3 		$1.24M Buy
3,750
+467
+14% +$143K 0.27% 98
2025
Q2 		$905K Buy
3,283
+46
+1% +$9.99K 0.23% 105
2025
Q1 		$542K Buy
3,237
+673
+26% +$142K 0.15% 134
2024
Q4 		$594K Sell
2,564
-65
-2% -$12K 0.16% 124
2024
Q3 		$454K Buy
2,629
+609
+30% +$97.6K 0.12% 146
2024
Q2 		$324K Sell
2,020
-250
-11% -$35K 0.1% 158
2024
Q1 		$301K Sell
2,270
-110
-5% -$13.6K 0.1% 165
2023
Q4 		$266K Buy
+2,380
New +$225K 0.1% 169

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

Lantz Financial's AVGO Position: Q2 2026 in Review

Lantz Financial reduced its Broadcom (AVGO) stake by 6.3% in Q2 2026, selling an estimated $94.6K and leaving 3,482 shares worth $1.32M. The position accounts for 0.24% of the portfolio, ranked #100.

Lantz Financial first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Lantz Financial held 3,482 shares of Broadcom worth $1.32M as of Q2 2026.
  • Lantz Financial sold 236 Broadcom shares in Q2 2026, an estimated $94.6K.
  • Broadcom made up 0.24% of Lantz Financial's portfolio in Q2 2026, its #100 holding.
  • Lantz Financial first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.