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Legacy Wealth Asset Management’s Broadcom AVGO Stock Holding History

Legacy Wealth Asset Management’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 		$6.28M Sell
16,625
-269
-2% -$108K 1.38% 10
2026
Q1 		$5.23M Sell
16,894
-55
-0.3% -$18.1K 1.27% 9
2025
Q4 		$5.87M Sell
16,949
-106
-0.6% -$37.9K 1.44% 7
2025
Q3 		$5.63M Sell
17,055
-3,576
-17% -$1.1M 1.37% 8
2025
Q2 		$5.69M Sell
20,631
-811
-4% -$176K 1.45% 7
2025
Q1 		$3.59M Sell
21,442
-855
-4% -$181K 0.99% 11
2024
Q4 		$5.17M Sell
22,297
-424
-2% -$78.4K 1.41% 7
2024
Q3 		$3.92M Sell
22,721
-39
-0.2% -$6.25K 1.05% 10
2024
Q2 		$3.65M Buy
22,760
+3,970
+21% +$556K 1.03% 10
2024
Q1 		$2.49M Sell
18,790
-760
-4% -$94.2K 0.69% 23
2023
Q4 		$2.18M Sell
19,550
-500
-2% -$47.3K 0.72% 22
2023
Q3 		$1.67M Sell
20,050
-3,030
-13% -$263K 0.61% 41
2023
Q2 		$2M Sell
23,080
-3,840
-14% -$274K 0.7% 26
2023
Q1 		$1.73M Buy
26,920
+30
+0.1% +$1.8K 0.62% 33
2022
Q4 		$1.5M Buy
26,890
+7,250
+37% +$364K 0.57% 34
2022
Q3 		$872K Sell
19,640
-5,150
-21% -$263K 0.38% 78
2022
Q2 		$1.2M Sell
24,790
-60
-0.2% -$3.37K 0.49% 49
2022
Q1 		$1.56M Sell
24,850
-570
-2% -$33.9K 0.56% 34
2021
Q4 		$1.69M Sell
25,420
-760
-3% -$42.7K 0.57% 21
2021
Q3 		$1.27M Buy
26,180
+30
+0.1% +$1.46K 0.58% 31
2021
Q2 		$1.25M Sell
26,150
-70
-0.3% -$3.24K 0.55% 31
2021
Q1 		$1.22M Buy
26,220
+40
+0.2% +$1.85K 0.56% 31
2020
Q4 		$1.15M Buy
+26,180
New +$1.02M 0.58% 32

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 Wealth Asset Management's AVGO Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Broadcom (AVGO) stake by 1.6% in Q2 2026, selling an estimated $108K and leaving 16,625 shares worth $6.28M. The position accounts for 1.38% of the portfolio, ranked #10.

Legacy Wealth Asset Management first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Legacy Wealth Asset Management held 16,625 shares of Broadcom worth $6.28M as of Q2 2026.
  • Legacy Wealth Asset Management sold 269 Broadcom shares in Q2 2026, an estimated $108K.
  • Broadcom made up 1.38% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #10 holding.
  • Legacy Wealth Asset Management first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.