LGT Financial Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$42.3K Hold
112
0.22% 69
2026
Q1
$34.7K Hold
112
0.18% 79
2025
Q4
$38.8K Hold
112
0.24% 71
2025
Q3
$37K Hold
112
0.08% 143
2025
Q2
$30.9K Buy
+112
New +$24.3K 0.08% 132
2024
Q3
Sell
-50
Closed -$8.03K 705
2024
Q2
$8.03K Hold
50
0.02% 516
2024
Q1
$6.63K Hold
50
0.01% 564
2023
Q4
$5.58K Sell
50
-10
-17% -$947 0.01% 611
2023
Q3
$4.98K Sell
60
-11,970
-100% -$1.04M 0.01% 618
2023
Q2
$1.04M Buy
12,030
+8,160
+211% +$582K 1.11% 19
2023
Q1
$248K Buy
+3,870
New +$233K 0.46% 65

Other funds holding AVGO

LGT Financial Advisors's AVGO Position: Q2 2026 in Review

LGT Financial Advisors held its Broadcom (AVGO) position steady in Q2 2026 at 112 shares worth $42.3K. The position accounts for 0.22% of the portfolio, ranked #69.

LGT Financial Advisors first reported a position in AVGO in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q2 2023. 2,250 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • LGT Financial Advisors held 112 shares of Broadcom worth $42.3K as of Q2 2026.
  • LGT Financial Advisors left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.22% of LGT Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • LGT Financial Advisors first reported a position in Broadcom in Q1 2023 and has held it in 11 quarters since.
  • LGT Financial Advisors's Broadcom position peaked at $1.04M in Q2 2023.
  • 2,250 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.