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LFG Wealth Partners’s Broadcom AVGO Stock Holding History

LFG Wealth Partners’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 		$4.12M Buy
10,908
+1,397
+15% +$560K 1.93% 11
2026
Q1 		$2.94M Sell
9,511
-2,696
-22% -$887K 1.78% 16
2025
Q4 		$4.22M Buy
+12,207
New +$4.37M 2.69% 6

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

LFG Wealth Partners's AVGO Position: Q2 2026 in Review

LFG Wealth Partners increased its Broadcom (AVGO) stake by 15% in Q2 2026, buying an estimated $560K and bringing the position to 10,908 shares worth $4.12M. The position accounts for 1.93% of the portfolio, ranked #11.

LFG Wealth Partners first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.22M in Q4 2025. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • LFG Wealth Partners held 10,908 shares of Broadcom worth $4.12M as of Q2 2026.
  • LFG Wealth Partners bought 1,397 Broadcom shares in Q2 2026, an estimated $560K.
  • Broadcom made up 1.93% of LFG Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • LFG Wealth Partners first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • LFG Wealth Partners's Broadcom position peaked at $4.22M in Q4 2025.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on LFG Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.