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

Legacy Wealth Management (Tennessee)’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
2025
Q2 		– Sell
-1,221
Closed -$204K – 33
2025
Q1 		$204K Sell
1,221
-626
-34% -$132K 0.01% 40
2024
Q4 		$428K Sell
1,847
-41
-2% -$7.58K 0.03% 30
2024
Q3 		$326K Buy
+1,888
New +$303K 0.02% 36

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s AVGO Position: Q2 2025 in Review

Legacy Wealth Management (Tennessee) sold out of Broadcom (AVGO) in Q2 2025, closing a stake of 1,221 shares — an estimated $204K sold.

Legacy Wealth Management (Tennessee) first reported a position in AVGO in Q3 2024 and held it in 3 quarters. The position peaked at $428K in Q4 2024. 4,084 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • Legacy Wealth Management (Tennessee) reported no remaining Broadcom position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 1,221 Broadcom shares in Q2 2025, an estimated $204K.
  • Legacy Wealth Management (Tennessee) first reported a position in Broadcom in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Tennessee)'s Broadcom position peaked at $428K in Q4 2024.
  • 4,084 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.