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Legacy Wealth Management (Idaho)’s Broadcom AVGO Stock Holding History

Legacy Wealth Management (Idaho)’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 		$910K Buy
2,408
+1,471
+157% +$590K 0.37% 78
2026
Q1 		$290K Buy
937
+139
+17% +$45.7K 0.14% 92
2025
Q4 		$276K Buy
798
+264
+49% +$94.4K 0.13% 87
2025
Q3 		$176K Buy
534
+24
+5% +$7.36K 0.08% 94
2025
Q2 		$141K Buy
510
+9
+2% +$1.95K 0.07% 92
2025
Q1 		$83.9K Buy
501
+1
+0.2% +$212 0.06% 106
2024
Q4 		$112K Buy
500
+240
+92% +$44.4K 0.07% 85
2024
Q3 		$45.1K Buy
+260
New +$41.7K 0.03% 126

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 Management (Idaho)'s AVGO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Broadcom (AVGO) stake by 157% in Q2 2026, buying an estimated $590K and bringing the position to 2,408 shares worth $910K. The position accounts for 0.37% of the portfolio, ranked #78.

Legacy Wealth Management (Idaho) first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 2,408 shares of Broadcom worth $910K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 1,471 Broadcom shares in Q2 2026, an estimated $590K.
  • Broadcom made up 0.37% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #78 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.