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Legacy CG’s Broadcom AVGO Stock Holding History

Legacy CG’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 		$7.84M Sell
20,750
-1,007
-5% -$404K 2.01% 20
2026
Q1 		$6.73M Buy
21,757
+284
+1% +$93.5K 1.87% 20
2025
Q4 		$7.43M Sell
21,473
-2,639
-11% -$944K 2.08% 17
2025
Q3 		$7.95M Sell
24,112
-1,478
-6% -$453K 2.24% 18
2025
Q2 		$7.05M Sell
25,590
-763
-3% -$166K 2.1% 20
2025
Q1 		$4.41M Buy
+26,353
New +$5.58M 1.43% 33

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 CG's AVGO Position: Q2 2026 in Review

Legacy CG reduced its Broadcom (AVGO) stake by 4.6% in Q2 2026, selling an estimated $404K and leaving 20,750 shares worth $7.84M. The position accounts for 2.01% of the portfolio, ranked #20.

Legacy CG first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.95M in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Legacy CG held 20,750 shares of Broadcom worth $7.84M as of Q2 2026.
  • Legacy CG sold 1,007 Broadcom shares in Q2 2026, an estimated $404K.
  • Broadcom made up 2.01% of Legacy CG's portfolio in Q2 2026, its #20 holding.
  • Legacy CG first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • Legacy CG's Broadcom position peaked at $7.95M in Q3 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.