LGA
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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
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 		$1.13M 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lebenthal Global Advisors's AVGO Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Broadcom (AVGO) stake by 15% in Q1 2026, buying an estimated $312K and bringing the position to 7,281 shares worth $2.25M. The position accounts for 0.33% of the portfolio, ranked #53.

Lebenthal Global Advisors first reported a position in AVGO in Q4 2020 and has held it in 13 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Lebenthal Global Advisors held 7,281 shares of Broadcom worth $2.25M as of Q1 2026.
  • Lebenthal Global Advisors bought 948 Broadcom shares in Q1 2026, an estimated $312K.
  • Broadcom made up 0.33% of Lebenthal Global Advisors's portfolio in Q1 2026, its #53 holding.
  • Lebenthal Global Advisors first reported a position in Broadcom in Q4 2020 and has held it in 13 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.