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LBMC Investment Advisors’s Broadcom AVGO Stock Holding History

LBMC Investment 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 		$2.5M Buy
6,617
+1,147
+21% +$460K 0.14% 68
2026
Q1 		$1.69M Sell
5,470
-1
-0% -$329 0.1% 79
2025
Q4 		$1.89M Buy
5,471
+117
+2% +$41.8K 0.12% 69
2025
Q3 		$1.77M Buy
5,354
+3,860
+258% +$1.18M 0.11% 73
2025
Q2 		$412K Hold
1,494
– – 0.03% 135
2025
Q1 		$250K Buy
1,494
+500
+50% +$106K 0.02% 180
2024
Q4 		$231K Buy
+994
New +$184K 0.02% 179

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

LBMC Investment Advisors's AVGO Position: Q2 2026 in Review

LBMC Investment Advisors increased its Broadcom (AVGO) stake by 21% in Q2 2026, buying an estimated $460K and bringing the position to 6,617 shares worth $2.5M. The position accounts for 0.14% of the portfolio, ranked #68.

LBMC Investment Advisors first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • LBMC Investment Advisors held 6,617 shares of Broadcom worth $2.5M as of Q2 2026.
  • LBMC Investment Advisors bought 1,147 Broadcom shares in Q2 2026, an estimated $460K.
  • Broadcom made up 0.14% of LBMC Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • LBMC Investment Advisors first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.