LifePlan Investment Advisors’s Broadcom AVGO Stock Holding History

LifePlan Investment 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	$562K	Sell	1,816 -10	-0.5%	-$3.29K	0.22%	82
2025 Q4	$632K	Buy	1,826 +270	+17%	+$96.6K	0.26%	75
2025 Q3	$513K	Buy	1,556 +72	+5%	+$22.1K	0.22%	77
2025 Q2	$409K	Buy	1,484 +32	+2%	+$6.95K	0.2%	77
2025 Q1	$243K	Sell	1,452 -7	-0.5%	-$1.48K	0.14%	93
2024 Q4	$338K	Buy	1,459 +22	+2%	+$4.07K	0.21%	78
2024 Q3	$248K	Sell	1,437 -3	-0.2%	-$481	0.16%	79
2024 Q2	$231K	Buy	+1,440	New	+$202K	0.17%	78

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

LifePlan Investment Advisors's AVGO Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its Broadcom (AVGO) stake by 0.55% in Q1 2026, selling an estimated $3.29K and leaving 1,816 shares worth $562K. The position accounts for 0.22% of the portfolio, ranked #82.

LifePlan Investment Advisors first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $632K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

LifePlan Investment Advisors held 1,816 shares of Broadcom worth $562K as of Q1 2026.
LifePlan Investment Advisors sold 10 Broadcom shares in Q1 2026, an estimated $3.29K.
Broadcom made up 0.22% of LifePlan Investment Advisors's portfolio in Q1 2026, its #82 holding.
LifePlan Investment Advisors first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
LifePlan Investment Advisors's Broadcom position peaked at $632K in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.