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Lifestyle Asset Management’s Broadcom AVGO Stock Holding History

Lifestyle Asset Management’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 		$1.04M Buy
2,762
+68
+3% +$27.3K 0.28% 59
2026
Q1 		$834K Sell
2,694
-246
-8% -$80.9K 0.27% 56
2025
Q4 		$1.02M Sell
2,940
-691
-19% -$247K 0.33% 67
2025
Q3 		$1.2M Buy
3,631
+924
+34% +$283K 0.41% 66
2025
Q2 		$746K Sell
2,707
-188
-6% -$40.8K 0.35% 64
2025
Q1 		$485K Sell
2,895
-2,296
-44% -$486K 0.27% 57
2024
Q4 		$1.2M Buy
5,191
+42
+0.8% +$7.77K 0.66% 32
2024
Q3 		$888K Buy
5,149
+289
+6% +$46.3K 0.49% 49
2024
Q2 		$780K Sell
4,860
-30
-0.6% -$4.2K 0.45% 51
2024
Q1 		$648K Sell
4,890
-820
-14% -$102K 0.38% 52
2023
Q4 		$637K Sell
5,710
-460
-7% -$43.6K 0.35% 52
2023
Q3 		$512K Buy
6,170
+2,420
+65% +$210K 0.31% 49
2023
Q2 		$325K Sell
3,750
-570
-13% -$40.7K 0.2% 48
2023
Q1 		$277K Buy
4,320
+280
+7% +$16.8K 0.19% 48
2022
Q4 		$226K Buy
+4,040
New +$203K 0.18% 58

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

Lifestyle Asset Management's AVGO Position: Q2 2026 in Review

Lifestyle Asset Management increased its Broadcom (AVGO) stake by 2.5% in Q2 2026, buying an estimated $27.3K and bringing the position to 2,762 shares worth $1.04M. The position accounts for 0.28% of the portfolio, ranked #59.

Lifestyle Asset Management first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.2M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Lifestyle Asset Management held 2,762 shares of Broadcom worth $1.04M as of Q2 2026.
  • Lifestyle Asset Management bought 68 Broadcom shares in Q2 2026, an estimated $27.3K.
  • Broadcom made up 0.28% of Lifestyle Asset Management's portfolio in Q2 2026, its #59 holding.
  • Lifestyle Asset Management first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • Lifestyle Asset Management's Broadcom position peaked at $1.2M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.