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
Q3 		$3.32M Buy
10,170
+4,538
+81% +$1.71M 0.56% 45
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Legacy Trust's AVGO Position: Q3 2026 in Review

Legacy Trust increased its Broadcom (AVGO) stake by 81% in Q3 2026, buying an estimated $1.71M and bringing the position to 10,170 shares worth $3.32M. The position accounts for 0.56% of the portfolio, ranked #45.

Legacy Trust first reported a position in AVGO in Q3 2024 and has held it in 9 quarters since. 3,156 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Legacy Trust held 10,170 shares of Broadcom worth $3.32M as of Q3 2026.
  • Legacy Trust bought 4,538 Broadcom shares in Q3 2026, an estimated $1.71M.
  • Broadcom made up 0.56% of Legacy Trust's portfolio in Q3 2026, its #45 holding.
  • Legacy Trust first reported a position in Broadcom in Q3 2024 and has held it in 9 quarters since.
  • 3,156 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.