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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
Q3 		$5.75M Sell
16,372
-253
-2% -$95.2K 1.26% 13
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Legacy Wealth Asset Management's AVGO Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Broadcom (AVGO) stake by 1.5% in Q3 2026, selling an estimated $95.2K and leaving 16,372 shares worth $5.75M. The position accounts for 1.26% of the portfolio, ranked #13.

Legacy Wealth Asset Management first reported a position in AVGO in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.28M in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Legacy Wealth Asset Management held 16,372 shares of Broadcom worth $5.75M as of Q3 2026.
  • Legacy Wealth Asset Management sold 253 Broadcom shares in Q3 2026, an estimated $95.2K.
  • Broadcom made up 1.26% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #13 holding.
  • Legacy Wealth Asset Management first reported a position in Broadcom in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Broadcom position peaked at $6.28M in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.