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Lionshead Wealth Management’s Broadcom AVGO Stock Holding History

Lionshead 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 		$246K Buy
+652
New +$261K 0.16% 99
2026
Q1 		– Sell
-586
Closed -$203K – 109
2025
Q4 		$203K Buy
+586
New +$210K 0.15% 103

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

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

Lionshead Wealth Management opened a new position in Broadcom (AVGO) in Q2 2026: 652 shares worth $246K. The stake represents 0.16% of the portfolio and ranks #99 among its holdings. This is a return to the name: Lionshead Wealth Management previously reported a position in AVGO as recently as Q4 2025.

Lionshead Wealth Management first reported a position in AVGO in Q4 2025 and has held it in 2 quarters since. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Lionshead Wealth Management held 652 shares of Broadcom worth $246K as of Q2 2026.
  • Broadcom was a new Lionshead Wealth Management position in Q2 2026.
  • Broadcom made up 0.16% of Lionshead Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Lionshead Wealth Management first reported a position in Broadcom in Q4 2025 and has held it in 2 quarters since.
  • 4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.