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Letson Investment Management’s Broadcom AVGO Stock Holding History

Letson Investment Management’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 		$2.49M Hold
6,580
– – 0.91% 30
2026
Q1 		$2.04M Sell
6,580
-840
-11% -$276K 0.78% 36
2025
Q4 		$2.57M Hold
7,420
– – 0.94% 30
2025
Q3 		$2.45M Hold
7,420
– – 0.88% 34
2025
Q2 		$2.05M Hold
7,420
– – 0.81% 35
2025
Q1 		$1.24M Sell
7,420
-8,260
-53% -$1.75M 0.5% 44
2024
Q4 		$3.64M Hold
15,680
– – 1.47% 21
2024
Q3 		$2.7M Hold
15,680
– – 1.06% 25
2024
Q2 		$2.52M Hold
15,680
– – 1.11% 24
2024
Q1 		$2.08M Hold
15,680
– – 0.88% 33
2023
Q4 		$1.75M Buy
+15,680
New +$1.48M 0.81% 35

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

Letson Investment Management's AVGO Position: Q2 2026 in Review

Letson Investment Management held its Broadcom (AVGO) position steady in Q2 2026 at 6,580 shares worth $2.49M. The position accounts for 0.91% of the portfolio, ranked #30.

Letson Investment Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.64M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Letson Investment Management held 6,580 shares of Broadcom worth $2.49M as of Q2 2026.
  • Letson Investment Management left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.91% of Letson Investment Management's portfolio in Q2 2026, its #30 holding.
  • Letson Investment Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Letson Investment Management's Broadcom position peaked at $3.64M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Letson Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.