LT
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Legacy Trust’s Broadcom AVGO Stock Holding History

Legacy Trust’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 		$2.13M Buy
5,632
+287
+5% +$115K 0.38% 58
2026
Q1 		$1.65M Buy
5,345
+1,871
+54% +$616K 0.32% 63
2025
Q4 		$1.2M Sell
3,474
-108
-3% -$38.6K 0.22% 78
2025
Q3 		$1.18M Buy
3,582
+1,362
+61% +$418K 0.23% 74
2025
Q2 		$612K Sell
2,220
-24
-1% -$5.21K 0.15% 97
2025
Q1 		$376K Buy
2,244
+830
+59% +$176K 0.09% 122
2024
Q4 		$328K Sell
1,414
-229
-14% -$42.4K 0.08% 126
2024
Q3 		$283K Buy
+1,643
New +$263K 0.07% 138

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 Trust's AVGO Position: Q2 2026 in Review

Legacy Trust increased its Broadcom (AVGO) stake by 5.4% in Q2 2026, buying an estimated $115K and bringing the position to 5,632 shares worth $2.13M. The position accounts for 0.38% of the portfolio, ranked #58.

Legacy Trust first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 4,851 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Legacy Trust held 5,632 shares of Broadcom worth $2.13M as of Q2 2026.
  • Legacy Trust bought 287 Broadcom shares in Q2 2026, an estimated $115K.
  • Broadcom made up 0.38% of Legacy Trust's portfolio in Q2 2026, its #58 holding.
  • Legacy Trust first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 4,851 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.