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Litman Gregory Wealth Management’s Broadcom AVGO Stock Holding History

Litman Gregory 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
2025
Q4 		$5.19K Buy
+15
New +$5.36K ﹤0.01% 290
2020
Q4 		– Sell
-370
Closed -$13K – 195
2020
Q3 		$13K Buy
+370
New +$12.4K ﹤0.01% 136

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Litman Gregory Wealth Management's AVGO Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Broadcom (AVGO) in Q4 2025: 15 shares worth $5.19K. The stake represents ﹤0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in AVGO as recently as Q3 2020.

Litman Gregory Wealth Management first reported a position in AVGO in Q3 2020 and has held it in 2 quarters since. The position peaked at $13K in Q3 2020. 4,734 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

  • Litman Gregory Wealth Management held 15 shares of Broadcom worth $5.19K as of Q4 2025.
  • Broadcom was a new Litman Gregory Wealth Management position in Q4 2025.
  • Broadcom made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #290 holding.
  • Litman Gregory Wealth Management first reported a position in Broadcom in Q3 2020 and has held it in 2 quarters since.
  • Litman Gregory Wealth Management's Broadcom position peaked at $13K in Q3 2020.
  • 4,734 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.