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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
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 		$1.13M 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 $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

Lebenthal Global Advisors's AVGO Position: Q2 2026 in Review

Lebenthal Global Advisors increased its Broadcom (AVGO) stake by 6.6% in Q2 2026, buying an estimated $191K and bringing the position to 7,758 shares worth $2.93M. The position accounts for 0.4% of the portfolio, ranked #56.

Lebenthal Global Advisors first reported a position in AVGO in Q4 2020 and has held it in 14 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Lebenthal Global Advisors held 7,758 shares of Broadcom worth $2.93M as of Q2 2026.
  • Lebenthal Global Advisors bought 477 Broadcom shares in Q2 2026, an estimated $191K.
  • Broadcom made up 0.4% of Lebenthal Global Advisors's portfolio in Q2 2026, its #56 holding.
  • Lebenthal Global Advisors first reported a position in Broadcom in Q4 2020 and has held it in 14 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.