LEA
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Legacy Edge Advisors’s Broadcom AVGO Stock Holding History

Legacy Edge Advisors’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 		$3.22M Sell
8,533
-151
-2% -$60.5K 0.3% 53
2026
Q1 		$2.69M Sell
8,684
-145
-2% -$47.7K 0.28% 50
2025
Q4 		$3.06M Buy
8,829
+21
+0.2% +$7.51K 0.33% 47
2025
Q3 		$2.91M Sell
8,808
-60
-0.7% -$18.4K 0.34% 45
2025
Q2 		$2.44M Buy
8,868
+379
+4% +$82.3K 0.33% 45
2025
Q1 		$1.42M Buy
8,489
+345
+4% +$73K 0.22% 57
2024
Q4 		$1.92M Buy
8,144
+103
+1% +$19.1K 0.3% 42
2024
Q3 		$1.39M Sell
8,041
-289
-3% -$46.3K 0.22% 57
2024
Q2 		$1.34M Buy
8,330
+80
+1% +$11.2K 0.25% 55
2024
Q1 		$1.09M Sell
8,250
-450
-5% -$55.8K 0.23% 61
2023
Q4 		$971K Buy
+8,700
New +$824K 0.22% 63

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 Edge Advisors's AVGO Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Broadcom (AVGO) stake by 1.7% in Q2 2026, selling an estimated $60.5K and leaving 8,533 shares worth $3.22M. The position accounts for 0.3% of the portfolio, ranked #53.

Legacy Edge Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,856 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Legacy Edge Advisors held 8,533 shares of Broadcom worth $3.22M as of Q2 2026.
  • Legacy Edge Advisors sold 151 Broadcom shares in Q2 2026, an estimated $60.5K.
  • Broadcom made up 0.3% of Legacy Edge Advisors's portfolio in Q2 2026, its #53 holding.
  • Legacy Edge Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,856 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.