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Lee, Danner & Bass’s Broadcom AVGO Stock Holding History

Lee, Danner & Bass’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 		$1.29M Buy
3,411
+20
+0.6% +$8.02K 0.07% 144
2026
Q1 		$1.05M Sell
3,391
-214
-6% -$70.4K 0.07% 147
2025
Q4 		$1.25M Sell
3,605
-34
-0.9% -$12.2K 0.09% 129
2025
Q3 		$1.2M Sell
3,639
-185
-5% -$56.8K 0.09% 132
2025
Q2 		$1.05M Sell
3,824
-160
-4% -$34.7K 0.08% 130
2025
Q1 		$667K Hold
3,984
– – 0.05% 153
2024
Q4 		$924K Buy
3,984
+1,294
+48% +$239K 0.07% 136
2024
Q3 		$464K Hold
2,690
– – 0.03% 170
2024
Q2 		$432K Buy
+2,690
New +$377K 0.03% 173
2023
Q4 		$300K Hold
2,690
– – 0.03% 186
2023
Q3 		$223K Hold
2,690
– – 0.02% 194
2023
Q2 		$233K Buy
+2,690
New +$192K 0.02% 189

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

Lee, Danner & Bass's AVGO Position: Q2 2026 in Review

Lee, Danner & Bass increased its Broadcom (AVGO) stake by 0.59% in Q2 2026, buying an estimated $8.02K and bringing the position to 3,411 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #144.

Lee, Danner & Bass first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Lee, Danner & Bass held 3,411 shares of Broadcom worth $1.29M as of Q2 2026.
  • Lee, Danner & Bass bought 20 Broadcom shares in Q2 2026, an estimated $8.02K.
  • Broadcom made up 0.07% of Lee, Danner & Bass's portfolio in Q2 2026, its #144 holding.
  • Lee, Danner & Bass first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.