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Legacy Financial Group (Oklahoma)’s Broadcom AVGO Stock Holding History

Legacy Financial Group (Oklahoma)’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 		$417K Buy
1,105
+13
+1% +$5.21K 0.1% 59
2026
Q1 		$338K Hold
1,092
– – 0.09% 63
2025
Q4 		$381K Hold
1,092
– – 0.1% 60
2025
Q3 		$360K Hold
1,092
– – 0.1% 59
2025
Q2 		$301K Buy
+1,092
New +$237K 0.09% 63
2025
Q1 		– Sell
-1,316
Closed -$305K – 84
2024
Q4 		$305K Buy
+1,316
New +$243K 0.1% 65

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 Financial Group (Oklahoma)'s AVGO Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) increased its Broadcom (AVGO) stake by 1.2% in Q2 2026, buying an estimated $5.21K and bringing the position to 1,105 shares worth $417K. The position accounts for 0.1% of the portfolio, ranked #59.

Legacy Financial Group (Oklahoma) first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 1,105 shares of Broadcom worth $417K as of Q2 2026.
  • Legacy Financial Group (Oklahoma) bought 13 Broadcom shares in Q2 2026, an estimated $5.21K.
  • Broadcom made up 0.1% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #59 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.