Lloyd Advisory Services’s Broadcom AVGO Stock Holding History

Lloyd Advisory Services’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	$112K	Sell	297 -8,726	-97%	-$3.5M	0.04%	170
2026 Q1	$2.79M	Buy	9,023 +8,726	+2,938%	+$2.87M	0.8%	15
2025 Q4	$103K	Sell	297 -778	-72%	-$278K	0.04%	180
2025 Q3	$355K	Buy	1,075 +106	+11%	+$32.5K	0.17%	60
2025 Q2	$267K	Buy	+969	New	+$210K	0.13%	77
2024 Q2	–	Sell	-2,750	Closed	-$364K	–	99
2024 Q1	$364K	Sell	2,750 -1,990	-42%	-$247K	0.08%	125
2023 Q4	$529K	Sell	4,740 -5,950	-56%	-$563K	0.25%	52
2023 Q3	$888K	Buy	+10,690	New	+$927K	0.29%	79
2022 Q2	–	Sell	-510	Closed	-$32K	–	106
2022 Q1	$32K	Buy	510 +460	+920%	+$27.3K	0.01%	280
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	363
2021 Q3	$2K	Sell	50 -100	-67%	-$4.86K	﹤0.01%	339
2021 Q2	$7K	Sell	150 -10	-6%	-$463	﹤0.01%	301
2021 Q1	$7K	Hold	160	–	–	﹤0.01%	256
2020 Q4	$7K	Hold	160	–	–	﹤0.01%	217
2020 Q3	$6K	Sell	160 -70	-30%	-$2.35K	﹤0.01%	208
2020 Q2	$7K	Hold	230	–	–	﹤0.01%	193
2020 Q1	$5K	Sell	230 -100	-30%	-$2.82K	﹤0.01%	175
2019 Q4	$11K	Buy	+330	New	+$10K	0.01%	211

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

Lloyd Advisory Services's AVGO Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Broadcom (AVGO) stake by 97% in Q2 2026, selling an estimated $3.5M and leaving 297 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #170.

Lloyd Advisory Services first reported a position in AVGO in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.79M in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Lloyd Advisory Services held 297 shares of Broadcom worth $112K as of Q2 2026.
Lloyd Advisory Services sold 8,726 Broadcom shares in Q2 2026, an estimated $3.5M.
Broadcom made up 0.04% of Lloyd Advisory Services's portfolio in Q2 2026, its #170 holding.
Lloyd Advisory Services first reported a position in Broadcom in Q4 2019 and has held it in 18 quarters since.
Lloyd Advisory Services's Broadcom position peaked at $2.79M in Q1 2026.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.