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Lifeworks Advisors’s Broadcom AVGO Stock Holding History

Lifeworks 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 		$2.36M Buy
6,239
+2,262
+57% +$907K 0.25% 88
2026
Q1 		$1.23M Sell
3,977
-284
-7% -$93.5K 0.16% 116
2025
Q4 		$1.47M Sell
4,261
-141
-3% -$50.4K 0.19% 110
2025
Q3 		$1.45M Sell
4,402
-717
-14% -$220K 0.19% 110
2025
Q2 		$1.41M Sell
5,119
-13,979
-73% -$3.04M 0.21% 104
2025
Q1 		$3.2M Sell
19,098
-2,229
-10% -$472K 0.53% 52
2024
Q4 		$4.94M Buy
21,327
+499
+2% +$92.3K 0.89% 30
2024
Q3 		$3.59M Buy
20,828
+4,488
+27% +$720K 0.71% 39
2024
Q2 		$2.62M Sell
16,340
-1,800
-10% -$252K 0.73% 39
2024
Q1 		$2.4M Sell
18,140
-1,610
-8% -$199K 0.67% 45
2023
Q4 		$2.2M Buy
19,750
+590
+3% +$55.9K 0.76% 40
2023
Q3 		$1.59M Sell
19,160
-4,500
-19% -$390K 0.62% 50
2023
Q2 		$2.05M Buy
23,660
+1,490
+7% +$106K 0.87% 36
2023
Q1 		$1.42M Sell
22,170
-4,270
-16% -$257K 0.67% 48
2022
Q4 		$1.48M Buy
26,440
+970
+4% +$48.6K 0.83% 43
2022
Q3 		$1.2M Buy
25,470
+6,380
+33% +$326K 0.68% 49
2022
Q2 		$927K Sell
19,090
-1,620
-8% -$90.9K 0.59% 55
2022
Q1 		$1.3M Buy
20,710
+10,070
+95% +$598K 0.86% 36
2021
Q4 		$708K Buy
+10,640
New +$598K 0.56% 55

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

Lifeworks Advisors's AVGO Position: Q2 2026 in Review

Lifeworks Advisors increased its Broadcom (AVGO) stake by 57% in Q2 2026, buying an estimated $907K and bringing the position to 6,239 shares worth $2.36M. The position accounts for 0.25% of the portfolio, ranked #88.

Lifeworks Advisors first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.94M in Q4 2024. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Lifeworks Advisors held 6,239 shares of Broadcom worth $2.36M as of Q2 2026.
  • Lifeworks Advisors bought 2,262 Broadcom shares in Q2 2026, an estimated $907K.
  • Broadcom made up 0.25% of Lifeworks Advisors's portfolio in Q2 2026, its #88 holding.
  • Lifeworks Advisors first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • Lifeworks Advisors's Broadcom position peaked at $4.94M in Q4 2024.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.