Lido Advisors’s Broadcom AVGO Stock Holding History

Lido 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 Q1	$588K	Sell	1,900 -19,200	-91%	-$6.32M	﹤0.01%	1212
2025 Q4	$7.3M	Hold	21,100	–	–	0.02%	376
2025 Q3	$6.96M	Buy	+21,100	New	+$6.47M	0.02%	368
2025 Q1	–	Sell	-18,300	Closed	-$4.24M	–	1519
2024 Q4	$4.24M	Buy	18,300 +12,500	+216%	+$2.31M	0.02%	360
2024 Q3	$1M	Buy	5,800 +4,800	+480%	+$770K	0.01%	709
2024 Q2	$16.1K	Buy	+1,000	New	+$140K	﹤0.01%	1402
2023 Q4	–	Sell	-4,000	Closed	-$332K	–	1349
2023 Q3	$332K	Hold	4,000	–	–	﹤0.01%	882
2023 Q2	$347K	Buy	+4,000	New	+$285K	﹤0.01%	862
2023 Q1	–	Sell	-3,000	Closed	-$168K	–	1156
2022 Q4	$168K	Buy	+3,000	New	+$150K	﹤0.01%	920

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lido Advisors's AVGO Position: Q1 2026 in Review

Lido Advisors reduced its Broadcom (AVGO) stake by 2.4% in Q1 2026, selling an estimated $5.89M and leaving 725,801 shares worth $225M. The position accounts for 0.69% of the portfolio, ranked #20.

Lido Advisors first reported a position in AVGO in Q1 2017 and has held it in 37 quarters since. The position peaked at $248M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Lido Advisors held 725,801 shares of Broadcom worth $225M as of Q1 2026.
Lido Advisors sold 17,902 Broadcom shares in Q1 2026, an estimated $5.89M.
Broadcom made up 0.69% of Lido Advisors's portfolio in Q1 2026, its #20 holding.
Lido Advisors first reported a position in Broadcom in Q1 2017 and has held it in 37 quarters since.
Lido Advisors's Broadcom position peaked at $248M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.