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

Legacy Wealth Management (Mississippi)’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 		$3.3M Buy
8,734
+595
+7% +$239K 0.85% 22
2026
Q1 		$2.52M Buy
8,139
+33
+0.4% +$10.9K 0.72% 29
2025
Q4 		$2.81M Buy
8,106
+147
+2% +$52.6K 0.75% 30
2025
Q3 		$2.63M Buy
7,959
+355
+5% +$109K 0.79% 30
2025
Q2 		$2.1M Sell
7,604
-1,040
-12% -$226K 0.64% 33
2025
Q1 		$1.45M Buy
8,644
+1,040
+14% +$220K 0.47% 41
2024
Q4 		$1.76M Sell
7,604
-1,969
-21% -$364K 0.7% 34
2024
Q3 		$1.65M Buy
9,573
+1,033
+12% +$166K 0.61% 37
2024
Q2 		$1.37M Hold
8,540
– – 0.58% 40
2024
Q1 		$1.13M Sell
8,540
-100
-1% -$12.4K 0.51% 41
2023
Q4 		$964K Sell
8,640
-50
-0.6% -$4.73K 0.47% 45
2023
Q3 		$722K Buy
8,690
+150
+2% +$13K 0.38% 51
2023
Q2 		$741K Hold
8,540
– – 0.37% 51
2023
Q1 		$548K Hold
8,540
– – 0.3% 55
2022
Q4 		$477K Sell
8,540
-140
-2% -$7.02K 0.28% 55
2022
Q3 		$385K Hold
8,680
– – 0.26% 63
2022
Q2 		$422K Hold
8,680
– – 0.26% 68
2022
Q1 		$547K Buy
8,680
+80
+0.9% +$4.75K 0.29% 71
2021
Q4 		$572K Buy
8,600
+60
+0.7% +$3.37K 0.29% 68
2021
Q3 		$414K Hold
8,540
– – 0.22% 81
2021
Q2 		$407K Hold
8,540
– – 0.23% 77
2021
Q1 		$396K Hold
8,540
– – 0.24% 75
2020
Q4 		$374K Hold
8,540
– – 0.24% 74
2020
Q3 		$311K Hold
8,540
– – 0.21% 87
2020
Q2 		$270K Hold
8,540
– – 0.21% 89
2020
Q1 		$202K Hold
8,540
– – 0.19% 91
2019
Q4 		$270K Buy
+8,540
New +$259K 0.24% 86

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s AVGO Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) increased its Broadcom (AVGO) stake by 7.3% in Q2 2026, buying an estimated $239K and bringing the position to 8,734 shares worth $3.3M. The position accounts for 0.85% of the portfolio, ranked #22.

Legacy Wealth Management (Mississippi) first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. 1,441 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 8,734 shares of Broadcom worth $3.3M as of Q2 2026.
  • Legacy Wealth Management (Mississippi) bought 595 Broadcom shares in Q2 2026, an estimated $239K.
  • Broadcom made up 0.85% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #22 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • 1,441 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.