Lipe & Dalton’s Broadcom AVGO Stock Holding History

Lipe & Dalton’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	$115K	Hold	304	–	–	0.05%	81
2026 Q1	$94K	Hold	304	–	–	0.05%	79
2025 Q4	$105K	Sell	304 -150	-33%	-$53.6K	0.05%	82
2025 Q3	$150K	Hold	454	–	–	0.07%	79
2025 Q2	$125K	Sell	454 -100	-18%	-$21.7K	0.07%	77
2025 Q1	$93K	Hold	554	–	–	0.05%	82
2024 Q4	$128K	Sell	554 -496	-47%	-$91.7K	0.07%	81
2024 Q3	$181K	Hold	1,050	–	–	0.09%	84
2024 Q2	$169K	Hold	1,050	–	–	0.09%	83
2024 Q1	$139K	Hold	1,050	–	–	0.07%	86
2023 Q4	$117K	Hold	1,050	–	–	0.06%	87
2023 Q3	$87K	Hold	1,050	–	–	0.05%	89
2023 Q2	$91K	Sell	1,050 -550	-34%	-$39.2K	0.05%	89
2023 Q1	$103K	Hold	1,600	–	–	0.06%	87
2022 Q4	$89K	Sell	1,600 -150	-9%	-$7.52K	0.05%	88
2022 Q3	$78K	Buy	+1,750	New	+$89.4K	0.05%	88
2022 Q2	–	Sell	-1,750	Closed	-$110K	–	99
2022 Q1	$110K	Sell	1,750 -750	-30%	-$44.5K	0.05%	88
2021 Q4	$166K	Hold	2,500	–	–	0.08%	83
2021 Q3	$121K	Buy	2,500 +500	+25%	+$24.3K	0.06%	85
2021 Q2	$95K	Hold	2,000	–	–	0.05%	89
2021 Q1	$93K	Buy	+2,000	New	+$92.5K	0.05%	84

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lipe & Dalton's AVGO Position: Q2 2026 in Review

Lipe & Dalton held its Broadcom (AVGO) position steady in Q2 2026 at 304 shares worth $115K. The position accounts for 0.05% of the portfolio, ranked #81.

Lipe & Dalton first reported a position in AVGO in Q1 2021 and has held it in 21 quarters since. The position peaked at $181K in Q3 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Lipe & Dalton held 304 shares of Broadcom worth $115K as of Q2 2026.
Lipe & Dalton left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 0.05% of Lipe & Dalton's portfolio in Q2 2026, its #81 holding.
Lipe & Dalton first reported a position in Broadcom in Q1 2021 and has held it in 21 quarters since.
Lipe & Dalton's Broadcom position peaked at $181K in Q3 2024.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.