LBWM
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Left Brain Wealth Management’s Broadcom AVGO Stock Holding History

Left Brain 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
Q2 		$9.76M Sell
25,832
-709
-3% -$284K 2.94% 12
2026
Q1 		$8.21M Buy
26,541
+288
+1% +$94.8K 3.23% 6
2025
Q4 		$9.09M Sell
26,253
-1,044
-4% -$373K 3.14% 9
2025
Q3 		$9.01M Buy
27,297
+1,647
+6% +$505K 2.83% 11
2025
Q2 		$7.07M Buy
25,650
+4,940
+24% +$1.07M 2.49% 13
2025
Q1 		$3.47M Sell
20,710
-57
-0.3% -$12.1K 1.51% 25
2024
Q4 		$4.81M Sell
20,767
-1,931
-9% -$357K 1.82% 20
2024
Q3 		$3.92M Sell
22,698
-12
-0.1% -$1.92K 1.82% 22
2024
Q2 		$3.65M Buy
22,710
+130
+0.6% +$18.2K 1.7% 25
2024
Q1 		$2.99M Sell
22,580
-320
-1% -$39.6K 1.45% 26
2023
Q4 		$2.56M Sell
22,900
-280
-1% -$26.5K 1.48% 26
2023
Q3 		$1.93M Sell
23,180
-220
-0.9% -$19.1K 1.2% 31
2023
Q2 		$2.03M Buy
23,400
+1,830
+8% +$131K 1.24% 30
2023
Q1 		$1.35M Buy
+21,570
New +$1.3M 0.92% 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

Left Brain Wealth Management's AVGO Position: Q2 2026 in Review

Left Brain Wealth Management reduced its Broadcom (AVGO) stake by 2.7% in Q2 2026, selling an estimated $284K and leaving 25,832 shares worth $9.76M. The position accounts for 2.94% of the portfolio, ranked #12.

Left Brain Wealth Management first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Left Brain Wealth Management held 25,832 shares of Broadcom worth $9.76M as of Q2 2026.
  • Left Brain Wealth Management sold 709 Broadcom shares in Q2 2026, an estimated $284K.
  • Broadcom made up 2.94% of Left Brain Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Left Brain Wealth Management first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Left Brain Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.