LRIA
AVGO icon

Leonard Rickey Investment Advisors’s Broadcom AVGO Stock Holding History

Leonard Rickey Investment Advisors’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 		$989K Buy
2,617
+31
+1% +$12.4K 0.16% 49
2026
Q1 		$800K Sell
2,586
-38
-1% -$12.5K 0.14% 53
2025
Q4 		$908K Buy
2,624
+21
+0.8% +$7.51K 0.16% 51
2025
Q3 		$859K Buy
2,603
+234
+10% +$71.8K 0.16% 51
2025
Q2 		$653K Sell
2,369
-136
-5% -$29.5K 0.13% 57
2025
Q1 		$447K Sell
2,505
-84
-3% -$17.8K 0.1% 60
2024
Q4 		$600K Buy
2,589
+38
+1% +$7.03K 0.14% 57
2024
Q3 		$440K Buy
2,551
+41
+2% +$6.57K 0.1% 64
2024
Q2 		$403K Buy
2,510
+80
+3% +$11.2K 0.1% 64
2024
Q1 		$322K Sell
2,430
-140
-5% -$17.3K 0.08% 65
2023
Q4 		$287K Sell
2,570
-10
-0.4% -$947 0.09% 68
2023
Q3 		$214K Sell
2,580
-120
-4% -$10.4K 0.07% 75
2023
Q2 		$234K Buy
+2,700
New +$193K 0.09% 65
2020
Q3 		– Sell
-6,360
Closed -$201K – 63
2020
Q2 		$201K Buy
+6,360
New +$178K 0.13% 66
2020
Q1 		– Sell
-6,540
Closed -$207K – 67
2019
Q4 		$207K Buy
+6,540
New +$199K 0.13% 79

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

Leonard Rickey Investment Advisors's AVGO Position: Q2 2026 in Review

Leonard Rickey Investment Advisors increased its Broadcom (AVGO) stake by 1.2% in Q2 2026, buying an estimated $12.4K and bringing the position to 2,617 shares worth $989K. The position accounts for 0.16% of the portfolio, ranked #49.

Leonard Rickey Investment Advisors first reported a position in AVGO in Q4 2019 and has held it in 15 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Leonard Rickey Investment Advisors held 2,617 shares of Broadcom worth $989K as of Q2 2026.
  • Leonard Rickey Investment Advisors bought 31 Broadcom shares in Q2 2026, an estimated $12.4K.
  • Broadcom made up 0.16% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • Leonard Rickey Investment Advisors first reported a position in Broadcom in Q4 2019 and has held it in 15 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.