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LJI Wealth Management’s Broadcom AVGO Stock Holding History

LJI 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 		$1.57M Buy
4,157
+525
+14% +$211K 0.22% 49
2026
Q1 		$1.12M Sell
3,632
-53
-1% -$17.4K 0.18% 53
2025
Q4 		$1.28M Buy
3,685
+35
+1% +$12.5K 0.19% 57
2025
Q3 		$1.2M Sell
3,650
-110
-3% -$33.7K 0.21% 46
2025
Q2 		$1.04M Sell
3,760
-67
-2% -$14.5K 0.18% 55
2025
Q1 		$641K Sell
3,827
-99
-3% -$21K 0.13% 71
2024
Q4 		$910K Sell
3,926
-45
-1% -$8.32K 0.18% 51
2024
Q3 		$685K Buy
3,971
+261
+7% +$41.8K 0.14% 77
2024
Q2 		$596K Buy
3,710
+70
+2% +$9.81K 0.13% 81
2024
Q1 		$482K Buy
3,640
+440
+14% +$54.5K 0.12% 82
2023
Q4 		$357K Sell
3,200
-50
-2% -$4.73K 0.09% 119
2023
Q3 		$270K Buy
3,250
+390
+14% +$33.8K 0.08% 133
2023
Q2 		$248K Sell
2,860
-310
-10% -$22.1K 0.07% 136
2023
Q1 		$203K Buy
+3,170
New +$191K 0.06% 148

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

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

LJI Wealth Management increased its Broadcom (AVGO) stake by 14% in Q2 2026, buying an estimated $211K and bringing the position to 4,157 shares worth $1.57M. The position accounts for 0.22% of the portfolio, ranked #49.

LJI Wealth Management first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • LJI Wealth Management held 4,157 shares of Broadcom worth $1.57M as of Q2 2026.
  • LJI Wealth Management bought 525 Broadcom shares in Q2 2026, an estimated $211K.
  • Broadcom made up 0.22% of LJI Wealth Management's portfolio in Q2 2026, its #49 holding.
  • LJI Wealth Management first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.