LFS
AVGO icon

Legacy Financial Strategies’s Broadcom AVGO Stock Holding History

Legacy Financial Strategies’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 		$2.56M Buy
6,764
+223
+3% +$89.4K 0.4% 37
2026
Q1 		$2.02M Sell
6,541
-499
-7% -$164K 0.37% 45
2025
Q4 		$2.44M Buy
7,040
+1,337
+23% +$478K 0.43% 40
2025
Q3 		$1.88M Buy
5,703
+1,391
+32% +$427K 0.34% 45
2025
Q2 		$1.19M Buy
4,312
+2,299
+114% +$499K 0.23% 54
2025
Q1 		$337K Buy
2,013
+378
+23% +$80K 0.07% 82
2024
Q4 		$379K Buy
1,635
+267
+20% +$49.4K 0.08% 82
2024
Q3 		$236K Buy
+1,368
New +$219K 0.05% 104

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 Strategies's AVGO Position: Q2 2026 in Review

Legacy Financial Strategies increased its Broadcom (AVGO) stake by 3.4% in Q2 2026, buying an estimated $89.4K and bringing the position to 6,764 shares worth $2.56M. The position accounts for 0.4% of the portfolio, ranked #37.

Legacy Financial Strategies first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Legacy Financial Strategies held 6,764 shares of Broadcom worth $2.56M as of Q2 2026.
  • Legacy Financial Strategies bought 223 Broadcom shares in Q2 2026, an estimated $89.4K.
  • Broadcom made up 0.4% of Legacy Financial Strategies's portfolio in Q2 2026, its #37 holding.
  • Legacy Financial Strategies first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.