Legacy Financial Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.85M | Buy |
20,791
+1,443
| +7% | +$579K | 0.96% | 21 |
|
|
2026
Q1 | $5.99M | Buy |
19,348
+563
| +3% | +$185K | 0.84% | 21 |
|
|
2025
Q4 | $6.5M | Buy |
18,785
+1,450
| +8% | +$519K | 0.9% | 21 |
|
|
2025
Q3 | $5.72M | Buy |
17,335
+693
| +4% | +$213K | 0.79% | 21 |
|
|
2025
Q2 | $4.59M | Buy |
16,642
+1,749
| +12% | +$380K | 0.72% | 26 |
|
|
2025
Q1 | $2.49M | Sell |
14,893
-678
| -4% | -$143K | 0.42% | 41 |
|
|
2024
Q4 | $3.61M | Buy |
15,571
+465
| +3% | +$86K | 0.6% | 29 |
|
|
2024
Q3 | $2.61M | Buy |
15,106
+36
| +0.2% | +$5.77K | 0.44% | 43 |
|
|
2024
Q2 | $2.42M | Buy |
15,070
+370
| +3% | +$51.9K | 0.43% | 40 |
|
|
2024
Q1 | $1.95M | Buy |
14,700
+1,020
| +7% | +$126K | 0.35% | 48 |
|
|
2023
Q4 | $1.53M | Sell |
13,680
-1,010
| -7% | -$95.6K | 0.29% | 56 |
|
|
2023
Q3 | $1.22M | Buy |
14,690
+900
| +7% | +$78K | 0.24% | 57 |
|
|
2023
Q2 | $1.2M | Sell |
13,790
-170
| -1% | -$12.1K | 0.22% | 55 |
|
|
2023
Q1 | $896K | Buy |
13,960
+910
| +7% | +$54.7K | 0.18% | 67 |
|
|
2022
Q4 | $730K | Buy |
13,050
+2,490
| +24% | +$125K | 0.16% | 73 |
|
|
2022
Q3 | $469K | Buy |
10,560
+2,370
| +29% | +$121K | 0.11% | 102 |
|
|
2022
Q2 | $398K | Buy |
8,190
+450
| +6% | +$25.3K | 0.1% | 112 |
|
|
2022
Q1 | $487K | Buy |
7,740
+470
| +6% | +$27.9K | 0.11% | 100 |
|
|
2021
Q4 | $484K | Buy |
7,270
+450
| +7% | +$25.3K | 0.11% | 92 |
|
|
2021
Q3 | $331K | Buy |
6,820
+1,210
| +22% | +$58.8K | 0.08% | 113 |
|
|
2021
Q2 | $268K | Buy |
5,610
+310
| +6% | +$14.4K | 0.07% | 134 |
|
|
2021
Q1 | $246K | Sell |
5,300
-1,090
| -17% | -$50.4K | 0.07% | 133 |
|
|
2020
Q4 | $280K | Buy |
6,390
+450
| +8% | +$17.5K | 0.08% | 102 |
|
|
2020
Q3 | $216K | Buy |
+5,940
| New | +$199K | 0.07% | 117 |
|
|
2020
Q1 | – | Sell |
-10,610
| Closed | -$335K | – | 64 |
|
|
2019
Q4 | $335K | Buy |
10,610
+40
| +0.4% | +$1.21K | 0.11% | 87 |
|
|
2019
Q3 | $292K | Hold |
10,570
| – | – | 0.1% | 91 |
|
|
2019
Q2 | $304K | Buy |
10,570
+1,040
| +11% | +$30.3K | 0.11% | 92 |
|
|
2019
Q1 | $287K | Buy |
9,530
+4,460
| +88% | +$121K | 0.1% | 93 |
|
|
2018
Q4 | $129K | Buy |
5,070
+1,830
| +56% | +$43.2K | 0.05% | 128 |
|
|
2018
Q3 | $79K | Sell |
3,240
-120
| -4% | -$2.69K | 0.03% | 198 |
|
|
2018
Q2 | $68K | Buy |
+3,360
| New | +$82.4K | 0.03% | 207 |
|
|
2018
Q1 | – | Sell |
-3,370
| Closed | -$86K | – | 815 |
|
|
2017
Q4 | $86K | Buy |
+3,370
| New | +$87.6K | 0.04% | 193 |
|
Other funds holding AVGO
Legacy Financial Advisors's AVGO Position: Q2 2026 in Review
Legacy Financial Advisors increased its Broadcom (AVGO) stake by 7.5% in Q2 2026, buying an estimated $579K and bringing the position to 20,791 shares worth $7.85M. The position accounts for 0.96% of the portfolio, ranked #21.
Legacy Financial Advisors first reported a position in AVGO in Q4 2017 and has held it in 32 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Legacy Financial Advisors held 20,791 shares of Broadcom worth $7.85M as of Q2 2026.
- Legacy Financial Advisors bought 1,443 Broadcom shares in Q2 2026, an estimated $579K.
- Broadcom made up 0.96% of Legacy Financial Advisors's portfolio in Q2 2026, its #21 holding.
- Legacy Financial Advisors first reported a position in Broadcom in Q4 2017 and has held it in 32 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.