LWM
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Liberty Wealth Management’s Broadcom AVGO Stock Holding History

Liberty Wealth 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 		$2.44M Hold
7,874
– – 0.3% 68
2026
Q1 		$2.44M Buy
7,874
+513
+7% +$169K 0.3% 68
2025
Q4 		$2.55M Sell
7,361
-271
-4% -$96.9K 0.33% 62
2025
Q3 		$2.52M Buy
7,632
+1,249
+20% +$383K 0.35% 59
2025
Q2 		$1.76M Buy
6,383
+154
+2% +$33.4K 0.28% 61
2025
Q1 		$1.04M Buy
6,229
+621
+11% +$131K 0.2% 63
2024
Q4 		$1.3M Sell
5,608
-46
-0.8% -$8.51K 0.22% 70
2024
Q3 		$975K Sell
5,654
-74,306
-93% -$11.9M 0.17% 76
2024
Q2 		$857K Buy
79,960
+76,030
+1,935% +$10.7M 0.16% 80
2024
Q1 		$520K Sell
3,930
-150
-4% -$18.6K 0.1% 105
2023
Q4 		$455K Sell
4,080
-1,520
-27% -$144K 0.1% 102
2023
Q3 		$465K Sell
5,600
-10,270
-65% -$890K 0.12% 97
2023
Q2 		$1.38M Buy
+15,870
New +$1.13M 0.34% 44
2021
Q4 		– Sell
-650
Closed -$32K – 239
2021
Q3 		$32K Buy
650
+140
+27% +$6.81K 0.01% 518
2021
Q2 		$24K Buy
510
+10
+2% +$463 0.01% 467
2021
Q1 		$23K Hold
500
– – 0.01% 431
2020
Q4 		$23K Buy
500
+320
+178% +$12.5K 0.01% 428
2020
Q3 		$7K Hold
180
– – ﹤0.01% 565
2020
Q2 		$6K Sell
180
-900
-83% -$25.2K ﹤0.01% 567
2020
Q1 		$26K Buy
1,080
+190
+21% +$5.35K 0.02% 309
2019
Q4 		$28K Sell
890
-190
-18% -$5.77K 0.02% 352
2019
Q3 		$30K Buy
1,080
+170
+19% +$4.83K 0.03% 321
2019
Q2 		$26K Buy
910
+350
+63% +$10.2K 0.02% 359
2019
Q1 		$17K Buy
560
+120
+27% +$3.25K 0.01% 363
2018
Q4 		$11K Buy
+440
New +$10.4K 0.01% 409

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

Liberty Wealth Management's AVGO Position: Q2 2026 in Review

Liberty Wealth Management held its Broadcom (AVGO) position steady in Q2 2026 at 7,874 shares worth $2.44M. The position accounts for 0.3% of the portfolio, ranked #68.

Liberty Wealth Management first reported a position in AVGO in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.55M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Liberty Wealth Management held 7,874 shares of Broadcom worth $2.44M as of Q2 2026.
  • Liberty Wealth Management left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.3% of Liberty Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Liberty Wealth Management first reported a position in Broadcom in Q4 2018 and has held it in 25 quarters since.
  • Liberty Wealth Management's Broadcom position peaked at $2.55M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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