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Legacy Capital Group California’s Broadcom AVGO Stock Holding History

Legacy Capital Group California’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 		$1.1M Buy
3,563
+1,024
+40% +$337K 0.42% 55
2025
Q4 		$879K Buy
2,539
+23
+0.9% +$8.22K 0.21% 125
2025
Q3 		$830K Sell
2,516
-1,438
-36% -$441K 0.21% 127
2025
Q2 		$1.09M Sell
3,954
-165
-4% -$35.8K 0.3% 83
2025
Q1 		$690K Buy
4,119
+142
+4% +$30.1K 0.24% 108
2024
Q4 		$922K Sell
3,977
-40
-1% -$7.4K 0.28% 84
2024
Q3 		$693K Sell
4,017
-53
-1% -$8.5K 0.23% 130
2024
Q2 		$653K Sell
4,070
-970
-19% -$136K 0.24% 130
2024
Q1 		$668K Sell
5,040
-1,950
-28% -$242K 0.25% 135
2023
Q4 		$780K Sell
6,990
-1,780
-20% -$169K 0.3% 101
2023
Q3 		$728K Buy
8,770
+60
+0.7% +$5.2K 0.31% 93
2023
Q2 		$756K Sell
8,710
-5,720
-40% -$408K 0.31% 90
2023
Q1 		$926K Buy
+14,430
New +$868K 0.45% 56

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

Legacy Capital Group California's AVGO Position: Q1 2026 in Review

Legacy Capital Group California increased its Broadcom (AVGO) stake by 40% in Q1 2026, buying an estimated $337K and bringing the position to 3,563 shares worth $1.1M. The position accounts for 0.42% of the portfolio, ranked #55.

Legacy Capital Group California first reported a position in AVGO in Q1 2023 and has held it in 13 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Legacy Capital Group California held 3,563 shares of Broadcom worth $1.1M as of Q1 2026.
  • Legacy Capital Group California bought 1,024 Broadcom shares in Q1 2026, an estimated $337K.
  • Broadcom made up 0.42% of Legacy Capital Group California's portfolio in Q1 2026, its #55 holding.
  • Legacy Capital Group California first reported a position in Broadcom in Q1 2023 and has held it in 13 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.