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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
Q2 		$776K Buy
2,053
+237
+13% +$95K 0.27% 81
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
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

LifePlan Investment Advisors's AVGO Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Broadcom (AVGO) stake by 13% in Q2 2026, buying an estimated $95K and bringing the position to 2,053 shares worth $776K. The position accounts for 0.27% of the portfolio, ranked #81.

LifePlan Investment Advisors first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • LifePlan Investment Advisors held 2,053 shares of Broadcom worth $776K as of Q2 2026.
  • LifePlan Investment Advisors bought 237 Broadcom shares in Q2 2026, an estimated $95K.
  • Broadcom made up 0.27% of LifePlan Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • LifePlan Investment Advisors first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.