LWM
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LeConte Wealth Management’s Broadcom AVGO Stock Holding History

LeConte Wealth Management’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 		$2.27M Sell
7,342
-505
-6% -$166K 1.47% 15
2025
Q4 		$2.72M Buy
7,847
+1,078
+16% +$386K 1.77% 14
2025
Q3 		$2.23M Buy
6,769
+1,005
+17% +$308K 1.49% 14
2025
Q2 		$1.59M Buy
5,764
+2,217
+63% +$481K 1.08% 18
2025
Q1 		$594K Buy
+3,547
New +$751K 0.38% 27

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

LeConte Wealth Management's AVGO Position: Q1 2026 in Review

LeConte Wealth Management reduced its Broadcom (AVGO) stake by 6.4% in Q1 2026, selling an estimated $166K and leaving 7,342 shares worth $2.27M. The position accounts for 1.47% of the portfolio, ranked #15.

LeConte Wealth Management first reported a position in AVGO in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.72M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • LeConte Wealth Management held 7,342 shares of Broadcom worth $2.27M as of Q1 2026.
  • LeConte Wealth Management sold 505 Broadcom shares in Q1 2026, an estimated $166K.
  • Broadcom made up 1.47% of LeConte Wealth Management's portfolio in Q1 2026, its #15 holding.
  • LeConte Wealth Management first reported a position in Broadcom in Q1 2025 and has held it in 5 quarters since.
  • LeConte Wealth Management's Broadcom position peaked at $2.72M in Q4 2025.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.