Legacy Private Trust’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 | $32.9M | Sell |
87,023
-4,675
| -5% | -$1.87M | 1.82% | 11 |
|
|
2026
Q1 | $28.4M | Buy |
91,698
+905
| +1% | +$298K | 1.75% | 10 |
|
|
2025
Q4 | $31.4M | Sell |
90,793
-2,889
| -3% | -$1.03M | 1.84% | 11 |
|
|
2025
Q3 | $30.9M | Buy |
93,682
+3,345
| +4% | +$1.03M | 1.84% | 10 |
|
|
2025
Q2 | $24.9M | Sell |
90,337
-1,086
| -1% | -$236K | 1.61% | 12 |
|
|
2025
Q1 | $15.3M | Sell |
91,423
-7,264
| -7% | -$1.54M | 1.05% | 21 |
|
|
2024
Q4 | $22.9M | Sell |
98,687
-1,571
| -2% | -$291K | 1.5% | 14 |
|
|
2024
Q3 | $17.3M | Buy |
100,258
+1,468
| +1% | +$235K | 1.16% | 18 |
|
|
2024
Q2 | $15.9M | Buy |
98,790
+80
| +0.1% | +$11.2K | 1.13% | 20 |
|
|
2024
Q1 | $13.1M | Sell |
98,710
-4,860
| -5% | -$602K | 0.96% | 24 |
|
|
2023
Q4 | $11.6M | Buy |
103,570
+2,230
| +2% | +$211K | 0.92% | 24 |
|
|
2023
Q3 | $8.42M | Sell |
101,340
-540
| -0.5% | -$46.8K | 0.72% | 33 |
|
|
2023
Q2 | $8.84M | Buy |
101,880
+3,200
| +3% | +$228K | 0.73% | 33 |
|
|
2023
Q1 | $6.33M | Sell |
98,680
-800
| -0.8% | -$48.1K | 0.54% | 50 |
|
|
2022
Q4 | $5.56M | Buy |
99,480
+11,380
| +13% | +$571K | 0.5% | 58 |
|
|
2022
Q3 | $3.91M | Buy |
88,100
+54,240
| +160% | +$2.77M | 0.37% | 71 |
|
|
2022
Q2 | $1.65M | Sell |
33,860
-570
| -2% | -$32K | 0.15% | 106 |
|
|
2022
Q1 | $2.17M | Sell |
34,430
-450
| -1% | -$26.7K | 0.17% | 104 |
|
|
2021
Q4 | $2.32M | Buy |
34,880
+2,000
| +6% | +$112K | 0.17% | 106 |
|
|
2021
Q3 | $1.59M | Hold |
32,880
| – | – | 0.13% | 120 |
|
|
2021
Q2 | $1.57M | Sell |
32,880
-180
| -0.5% | -$8.34K | 0.13% | 126 |
|
|
2021
Q1 | $1.53M | Sell |
33,060
-910
| -3% | -$42.1K | 0.14% | 123 |
|
|
2020
Q4 | $1.49M | Sell |
33,970
-2,250
| -6% | -$87.7K | 0.14% | 112 |
|
|
2020
Q3 | $1.32M | Sell |
36,220
-630
| -2% | -$21.1K | 0.14% | 110 |
|
|
2020
Q2 | $1.16M | Sell |
36,850
-5,500
| -13% | -$154K | 0.13% | 114 |
|
|
2020
Q1 | $1M | Sell |
42,350
-19,090
| -31% | -$538K | 0.13% | 120 |
|
|
2019
Q4 | $1.94M | Sell |
61,440
-1,960
| -3% | -$59.5K | 0.2% | 102 |
|
|
2019
Q3 | $1.75M | Sell |
63,400
-360
| -0.6% | -$10.2K | 0.2% | 100 |
|
|
2019
Q2 | $1.83M | Sell |
63,760
-30,000
| -32% | -$874K | 0.21% | 98 |
|
|
2019
Q1 | $2.82M | Sell |
93,760
-3,770
| -4% | -$102K | 0.33% | 79 |
|
|
2018
Q4 | $2.48M | Sell |
97,530
-500
| -0.5% | -$11.8K | 0.32% | 80 |
|
|
2018
Q3 | $2.42M | Sell |
98,030
-6,160
| -6% | -$138K | 0.27% | 86 |
|
|
2018
Q2 | $2.53M | Sell |
104,190
-3,340
| -3% | -$81.9K | 0.3% | 83 |
|
|
2018
Q1 | $2.53M | Sell |
107,530
-58,350
| -35% | -$1.47M | 0.3% | 80 |
|
|
2017
Q4 | $4.26M | Sell |
165,880
-4,850
| -3% | -$126K | 0.5% | 55 |
|
|
2017
Q3 | $4.14M | Sell |
170,730
-6,620
| -4% | -$164K | 0.5% | 50 |
|
|
2017
Q2 | $4.13M | Sell |
177,350
-20,180
| -10% | -$468K | 0.52% | 48 |
|
|
2017
Q1 | $4.33M | Sell |
197,530
-30,320
| -13% | -$624K | 0.56% | 54 |
|
|
2016
Q4 | $4.03M | Sell |
227,850
-350
| -0.2% | -$6.06K | 0.55% | 51 |
|
|
2016
Q3 | $3.94M | Buy |
228,200
+148,480
| +186% | +$2.48M | 0.54% | 51 |
|
|
2016
Q2 | $1.24M | Buy |
79,720
+57,520
| +259% | +$876K | 0.18% | 116 |
|
|
2016
Q1 | $343K | Buy |
+22,200
| New | +$300K | 0.05% | 191 |
|
Other funds holding AVGO
Legacy Private Trust's AVGO Position: Q2 2026 in Review
Legacy Private Trust reduced its Broadcom (AVGO) stake by 5.1% in Q2 2026, selling an estimated $1.87M and leaving 87,023 shares worth $32.9M. The position accounts for 1.82% of the portfolio, ranked #11.
Legacy Private Trust first reported a position in AVGO in Q1 2016 and has held it in 42 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Legacy Private Trust held 87,023 shares of Broadcom worth $32.9M as of Q2 2026.
- Legacy Private Trust sold 4,675 Broadcom shares in Q2 2026, an estimated $1.87M.
- Broadcom made up 1.82% of Legacy Private Trust's portfolio in Q2 2026, its #11 holding.
- Legacy Private Trust first reported a position in Broadcom in Q1 2016 and has held it in 42 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.