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	$31M	Sell	100,000 -22,300	-18%	-$7.34M	0.09%	143
2025 Q4	$42.3M	Hold	122,300	–	–	0.13%	107
2025 Q3	$40.3M	Buy	122,300 +120,500	+6,694%	+$37M	0.13%	105
2025 Q2	$496K	Sell	1,800 -55,600	-97%	-$12.1M	﹤0.01%	1107
2025 Q1	$9.61M	Sell	57,400 -22,600	-28%	-$4.78M	0.04%	238
2024 Q4	$18.5M	Buy	80,000 +35,400	+79%	+$6.55M	0.08%	143
2024 Q3	$7.69M	Buy	44,600 +10,600	+31%	+$1.7M	0.04%	247
2024 Q2	$546K	Sell	34,000 -27,000	-44%	-$3.78M	﹤0.01%	900
2024 Q1	$8.09M	Sell	61,000 -61,000	-50%	-$7.56M	0.05%	208
2023 Q4	$13.6M	Buy	122,000 +6,000	+5%	+$568K	0.09%	121
2023 Q3	$9.63M	Buy	116,000 +59,000	+104%	+$5.11M	0.07%	144
2023 Q2	$4.94M	Buy	+57,000	New	+$4.07M	0.04%	224
2023 Q1	–	Sell	-18,000	Closed	-$1.01M	–	1157
2022 Q4	$1.01M	Hold	18,000	–	–	0.01%	412
2022 Q3	$799K	Sell	18,000 -14,000	-44%	-$715K	0.01%	417
2022 Q2	$1.55M	Hold	32,000	–	–	0.02%	260
2022 Q1	$2.01M	Buy	32,000 +13,000	+68%	+$772K	0.02%	262
2021 Q4	$1.26M	Sell	19,000 -12,000	-39%	-$675K	0.01%	364
2021 Q3	$1.5M	Buy	31,000 +19,000	+158%	+$924K	0.02%	314
2021 Q2	$572K	Hold	12,000	–	–	0.01%	511
2021 Q1	$556K	Buy	12,000 +4,000	+50%	+$185K	0.01%	479
2020 Q4	$350K	Hold	8,000	–	–	0.01%	578
2020 Q3	$291K	Buy	+8,000	New	+$268K	0.01%	503

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.