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Legacy Capital Wealth Partners’s Broadcom AVGO Stock Holding History

Legacy Capital Wealth Partners’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 		$2.37M Buy
6,267
+146
+2% +$58.5K 0.45% 40
2026
Q1 		$1.89M Buy
6,121
+406
+7% +$134K 0.39% 45
2025
Q4 		$1.98M Sell
5,715
-298
-5% -$107K 0.42% 39
2025
Q3 		$1.98M Buy
6,013
+129
+2% +$39.6K 0.43% 39
2025
Q2 		$1.62M Buy
5,884
+423
+8% +$91.9K 0.37% 46
2025
Q1 		$914K Sell
5,461
-36
-0.7% -$7.62K 0.22% 91
2024
Q4 		$1.27M Sell
5,497
-5,526
-50% -$1.02M 0.32% 65
2024
Q3 		$1.9M Buy
11,023
+5,223
+90% +$837K 0.38% 44
2024
Q2 		$931K Buy
+5,800
New +$813K 0.24% 82
2024
Q1 		– Sell
-5,890
Closed -$657K – 133
2023
Q4 		$657K Sell
5,890
-30
-0.5% -$2.84K 0.19% 115
2023
Q3 		$492K Buy
+5,920
New +$513K 0.14% 146
2023
Q2 		– Sell
-4,010
Closed -$257K – 58
2023
Q1 		$257K Buy
+4,010
New +$241K 0.07% 214

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

Legacy Capital Wealth Partners's AVGO Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Broadcom (AVGO) stake by 2.4% in Q2 2026, buying an estimated $58.5K and bringing the position to 6,267 shares worth $2.37M. The position accounts for 0.45% of the portfolio, ranked #40.

Legacy Capital Wealth Partners first reported a position in AVGO in Q1 2023 and has held it in 12 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Legacy Capital Wealth Partners held 6,267 shares of Broadcom worth $2.37M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 146 Broadcom shares in Q2 2026, an estimated $58.5K.
  • Broadcom made up 0.45% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #40 holding.
  • Legacy Capital Wealth Partners first reported a position in Broadcom in Q1 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 Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.