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Lionsbridge Wealth Management’s Broadcom AVGO Stock Holding History

Lionsbridge Wealth 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 		$795K Buy
+2,104
New +$844K 0.78% 39
2020
Q1 		– Sell
-260
Closed -$8K – 57
2019
Q4 		$8K Buy
+260
New +$7.89K 0.01% 124

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 $3.38T AUM 44.17% 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

Lionsbridge Wealth Management's AVGO Position: Q2 2026 in Review

Lionsbridge Wealth Management opened a new position in Broadcom (AVGO) in Q2 2026: 2,104 shares worth $795K. The stake represents 0.78% of the portfolio and ranks #39 among its holdings. This is a return to the name: Lionsbridge Wealth Management previously reported a position in AVGO as recently as Q4 2019.

Lionsbridge Wealth Management first reported a position in AVGO in Q4 2019 and has held it in 2 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Lionsbridge Wealth Management held 2,104 shares of Broadcom worth $795K as of Q2 2026.
  • Broadcom was a new Lionsbridge Wealth Management position in Q2 2026.
  • Broadcom made up 0.78% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Lionsbridge Wealth Management first reported a position in Broadcom in Q4 2019 and has held it in 2 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.