LFS
AVGO icon

Lighthouse Financial Services’s Broadcom AVGO Stock Holding History

Lighthouse Financial Services’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 		$5.54M Sell
14,999
-200
-1% -$80.2K 1.16% 23
2026
Q1 		$5.79M Sell
15,199
-204
-1% -$67.1K 1.31% 19
2025
Q4 		$5.33M Buy
+15,403
New +$5.51M 1.23% 20

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

Lighthouse Financial Services's AVGO Position: Q2 2026 in Review

Lighthouse Financial Services reduced its Broadcom (AVGO) stake by 1.3% in Q2 2026, selling an estimated $80.2K and leaving 14,999 shares worth $5.54M. The position accounts for 1.16% of the portfolio, ranked #23.

Lighthouse Financial Services first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.79M in Q1 2026. 4,824 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Lighthouse Financial Services held 14,999 shares of Broadcom worth $5.54M as of Q2 2026.
  • Lighthouse Financial Services sold 200 Broadcom shares in Q2 2026, an estimated $80.2K.
  • Broadcom made up 1.16% of Lighthouse Financial Services's portfolio in Q2 2026, its #23 holding.
  • Lighthouse Financial Services first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Lighthouse Financial Services's Broadcom position peaked at $5.79M in Q1 2026.
  • 4,824 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lighthouse Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.