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LeClair Wealth Partners’s Broadcom AVGO Stock Holding History

LeClair Wealth Partners’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 		– Sell
-9,185
Closed -$3.18M – 110
2025
Q4 		$3.18M Sell
9,185
-588
-6% -$210K 1.84% 15
2025
Q3 		$3.22M Buy
9,773
+724
+8% +$222K 2.01% 17
2025
Q2 		$2.49M Sell
9,049
-183
-2% -$39.7K 1.69% 18
2025
Q1 		$1.55M Buy
9,232
+16
+0.2% +$3.39K 1.11% 23
2024
Q4 		$2.14M Buy
+9,216
New +$1.7M 1.42% 18

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

LeClair Wealth Partners's AVGO Position: Q1 2026 in Review

LeClair Wealth Partners sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 9,185 shares — an estimated $3.18M sold.

LeClair Wealth Partners first reported a position in AVGO in Q4 2024 and held it in 5 quarters. The position peaked at $3.22M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • LeClair Wealth Partners reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 9,185 Broadcom shares in Q1 2026, an estimated $3.18M.
  • LeClair Wealth Partners first reported a position in Broadcom in Q4 2024 and held it in 5 quarters.
  • LeClair Wealth Partners's Broadcom position peaked at $3.22M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.