Leo Wealth LLC’s Broadcom AVGO Stock Holding History

Leo Wealth LLC’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 Q1	$4.68M	Sell	15,130 -249	-2%	-$81.9K	0.34%	58
2025 Q4	$5.3M	Buy	15,379 +4,966	+48%	+$1.78M	0.38%	49
2025 Q3	$3.44M	Sell	10,413 -5,303	-34%	-$1.63M	0.45%	42
2025 Q2	$4.32M	Buy	15,716 +5,313	+51%	+$1.15M	0.34%	57
2025 Q1	$1.74M	Sell	10,403 -4,437	-30%	-$939K	0.25%	78
2024 Q4	$3.42M	Sell	14,840 -25	-0.2%	-$4.62K	0.31%	60
2024 Q3	$2.56M	Buy	14,865 +1,705	+13%	+$273K	0.23%	72
2024 Q2	$2.12M	Sell	13,160 -1,640	-11%	-$230K	0.22%	80
2024 Q1	$1.98M	Buy	14,800 +1,980	+15%	+$245K	0.2%	86
2023 Q4	$1.51M	Buy	+12,820	New	+$1.21M	0.16%	104

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Leo Wealth LLC's AVGO Position: Q1 2026 in Review

Leo Wealth LLC reduced its Broadcom (AVGO) stake by 1.6% in Q1 2026, selling an estimated $81.9K and leaving 15,130 shares worth $4.68M. The position accounts for 0.34% of the portfolio, ranked #58.

Leo Wealth LLC first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.3M in Q4 2025. 4,694 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Leo Wealth LLC held 15,130 shares of Broadcom worth $4.68M as of Q1 2026.
Leo Wealth LLC sold 249 Broadcom shares in Q1 2026, an estimated $81.9K.
Broadcom made up 0.34% of Leo Wealth LLC's portfolio in Q1 2026, its #58 holding.
Leo Wealth LLC first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's Broadcom position peaked at $5.3M in Q4 2025.
4,694 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.