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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
Q2 		$1.34M Sell
3,535
-28
-0.8% -$11.2K 0.4% 66
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 $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 $3.38T AUM 44.17% 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

Legacy Capital Group California's AVGO Position: Q2 2026 in Review

Legacy Capital Group California reduced its Broadcom (AVGO) stake by 0.79% in Q2 2026, selling an estimated $11.2K and leaving 3,535 shares worth $1.34M. The position accounts for 0.4% of the portfolio, ranked #66.

Legacy Capital Group California first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Legacy Capital Group California held 3,535 shares of Broadcom worth $1.34M as of Q2 2026.
  • Legacy Capital Group California sold 28 Broadcom shares in Q2 2026, an estimated $11.2K.
  • Broadcom made up 0.4% of Legacy Capital Group California's portfolio in Q2 2026, its #66 holding.
  • Legacy Capital Group California first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.