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LifeSteps Financial’s Broadcom AVGO Stock Holding History

LifeSteps Financial’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 		$781K Buy
2,068
+570
+38% +$229K 0.36% 44
2026
Q1 		$464K Buy
1,498
+41
+3% +$13.5K 0.29% 54
2025
Q4 		$504K Buy
1,457
+280
+24% +$100K 0.32% 50
2025
Q3 		$388K Sell
1,177
-278
-19% -$85.3K 0.25% 63
2025
Q2 		$401K Sell
1,455
-140
-9% -$30.4K 0.28% 57
2025
Q1 		$267K Sell
1,595
-385
-19% -$81.5K 0.22% 71
2024
Q4 		$459K Hold
1,980
– – 0.35% 49
2024
Q3 		$342K Buy
1,980
+10
+0.5% +$1.6K 0.27% 57
2024
Q2 		$316K Hold
1,970
– – 0.26% 58
2024
Q1 		$261K Hold
1,970
– – 0.2% 68
2023
Q4 		$220K Buy
+1,970
New +$187K 0.2% 74

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

LifeSteps Financial's AVGO Position: Q2 2026 in Review

LifeSteps Financial increased its Broadcom (AVGO) stake by 38% in Q2 2026, buying an estimated $229K and bringing the position to 2,068 shares worth $781K. The position accounts for 0.36% of the portfolio, ranked #44.

LifeSteps Financial first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • LifeSteps Financial held 2,068 shares of Broadcom worth $781K as of Q2 2026.
  • LifeSteps Financial bought 570 Broadcom shares in Q2 2026, an estimated $229K.
  • Broadcom made up 0.36% of LifeSteps Financial's portfolio in Q2 2026, its #44 holding.
  • LifeSteps Financial first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.