Lebenthal Global Advisors
AVGO icon

Lebenthal Global Advisors’s Broadcom AVGO Stock Holding History

Lebenthal Global 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
Q3 		$2.89M Buy
8,229
+471
+6% +$177K 0.39% 56
2026
Q2 		$2.93M Buy
7,758
+477
+7% +$191K 0.4% 56
2026
Q1 		$2.25M Buy
7,281
+948
+15% +$312K 0.33% 53
2025
Q4 		$2.19M Buy
6,333
+1,318
+26% +$471K 0.34% 47
2025
Q3 		$1.65M Buy
5,015
+221
+5% +$67.8K 0.29% 59
2025
Q2 		$1.32M Buy
4,794
+2,369
+98% +$514K 0.25% 65
2025
Q1 		$406K Sell
2,425
-466
-16% -$98.6K 0.08% 150
2024
Q4 		$670K Buy
2,891
+175
+6% +$32.4K 0.12% 114
2024
Q3 		$469K Buy
2,716
+1,416
+109% +$227K 0.1% 129
2024
Q2 		$209K Buy
+1,300
New +$182K 0.05% 174
2022
Q1 		– Sell
-14,440
Closed -$961K – 149
2021
Q4 		$961K Sell
14,440
-8,770
-38% -$493K 0.39% 31
2021
Q3 		$1.12M Buy
23,210
+6,450
+38% +$314K 0.71% 20
2021
Q2 		$799K Buy
16,760
+1,970
+13% +$91.3K 0.43% 34
2021
Q1 		$686K Buy
14,790
+4,500
+44% +$208K 0.42% 27
2020
Q4 		$450K Buy
+10,290
New +$401K 0.32% 37

Other funds holding AVGO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Lebenthal Global Advisors's AVGO Position: Q3 2026 in Review

Lebenthal Global Advisors increased its Broadcom (AVGO) stake by 6.1% in Q3 2026, buying an estimated $177K and bringing the position to 8,229 shares worth $2.89M. The position accounts for 0.39% of the portfolio, ranked #56.

Lebenthal Global Advisors first reported a position in AVGO in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.93M in Q2 2026. 3,256 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Lebenthal Global Advisors held 8,229 shares of Broadcom worth $2.89M as of Q3 2026.
  • Lebenthal Global Advisors bought 471 Broadcom shares in Q3 2026, an estimated $177K.
  • Broadcom made up 0.39% of Lebenthal Global Advisors's portfolio in Q3 2026, its #56 holding.
  • Lebenthal Global Advisors first reported a position in Broadcom in Q4 2020 and has held it in 15 quarters since.
  • Lebenthal Global Advisors's Broadcom position peaked at $2.93M in Q2 2026.
  • 3,256 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Lebenthal Global Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.