LWA
AVGO icon

Lineweaver Wealth Advisors’s Broadcom AVGO Stock Holding History

Lineweaver Wealth 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 		$13.9M Buy
36,920
+281
+0.8% +$113K 1.66% 12
2026
Q1 		$11.3M Sell
36,639
-781
-2% -$257K 1.53% 15
2025
Q4 		$13M Buy
37,420
+9,863
+36% +$3.53M 1.77% 13
2025
Q3 		$9.09M Sell
27,557
-3,866
-12% -$1.19M 1.33% 17
2025
Q2 		$8.66M Buy
31,423
+146
+0.5% +$31.7K 1.37% 18
2025
Q1 		$5.24M Buy
31,277
+3,886
+14% +$822K 0.89% 25
2024
Q4 		$6.35M Buy
27,391
+4,256
+18% +$787K 1.17% 21
2024
Q3 		$3.99M Buy
23,135
+1,485
+7% +$238K 0.76% 30
2024
Q2 		$3.49M Buy
21,650
+1,520
+8% +$213K 0.72% 31
2024
Q1 		$2.67M Buy
20,130
+400
+2% +$49.6K 0.64% 35
2023
Q4 		$2.21M Buy
19,730
+10,910
+124% +$1.03M 0.57% 37
2023
Q3 		$734K Buy
+8,820
New +$765K 0.21% 74

Other funds holding AVGO

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return