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Lederer & Associates Investment Counsel’s Broadcom AVGO Stock Holding History

Lederer & Associates Investment Counsel’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 		$4.25M Sell
11,264
-283
-2% -$113K 2.8% 6
2026
Q1 		$3.57M Buy
11,547
+47
+0.4% +$15.5K 2.53% 6
2025
Q4 		$3.98M Sell
11,500
-148
-1% -$52.9K 2.67% 6
2025
Q3 		$3.84M Sell
11,648
-784
-6% -$241K 2.49% 7
2025
Q2 		$3.43M Sell
12,432
-1,325
-10% -$288K 2.27% 9
2025
Q1 		$2.3M Buy
13,757
+645
+5% +$137K 1.69% 14
2024
Q4 		$3.04M Sell
13,112
-1,576
-11% -$291K 2.12% 10
2024
Q3 		$2.53M Sell
14,688
-562
-4% -$90.1K 1.78% 11
2024
Q2 		$2.45M Sell
15,250
-1,840
-11% -$258K 1.77% 11
2024
Q1 		$2.27M Sell
17,090
-20
-0.1% -$2.48K 1.57% 15
2023
Q4 		$1.91M Sell
17,110
-3,440
-17% -$326K 1.41% 22
2023
Q3 		$1.71M Buy
20,550
+420
+2% +$36.4K 1.36% 24
2023
Q2 		$1.75M Sell
20,130
-1,200
-6% -$85.6K 1.32% 26
2023
Q1 		$1.37M Hold
21,330
– – 1.06% 37
2022
Q4 		$1.19M Sell
21,330
-400
-2% -$20.1K 0.98% 39
2022
Q3 		$965K Sell
21,730
-430
-2% -$22K 0.82% 48
2022
Q2 		$1.08M Sell
22,160
-3,750
-14% -$210K 0.83% 49
2022
Q1 		$1.63M Buy
+25,910
New +$1.54M 1% 34

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

Lederer & Associates Investment Counsel's AVGO Position: Q2 2026 in Review

Lederer & Associates Investment Counsel reduced its Broadcom (AVGO) stake by 2.5% in Q2 2026, selling an estimated $113K and leaving 11,264 shares worth $4.25M. The position accounts for 2.8% of the portfolio, ranked #6.

Lederer & Associates Investment Counsel first reported a position in AVGO in Q1 2022 and has held it in 18 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Lederer & Associates Investment Counsel held 11,264 shares of Broadcom worth $4.25M as of Q2 2026.
  • Lederer & Associates Investment Counsel sold 283 Broadcom shares in Q2 2026, an estimated $113K.
  • Broadcom made up 2.8% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #6 holding.
  • Lederer & Associates Investment Counsel first reported a position in Broadcom in Q1 2022 and has held it in 18 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.