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LM Advisors’s Broadcom AVGO Stock Holding History

LM Advisors’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 		$7.54M Buy
19,974
+14,852
+290% +$5.95M 0.87% 21
2026
Q1 		$16.6K Sell
5,122
-380
-7% -$125K 0.26% 73
2025
Q4 		$15.9K Sell
5,502
-9,936
-64% -$3.55M 0.29% 71
2025
Q3 		$5.09M Buy
15,438
+3,474
+29% +$1.07M 0.73% 22
2025
Q2 		$3.3M Sell
11,964
-6,733
-36% -$1.46M 0.42% 40
2025
Q1 		$3.13M Buy
18,697
+4,420
+31% +$935K 0.56% 36
2024
Q4 		$3.31M Buy
+14,277
New +$2.64M 0.59% 35
2024
Q2 		– Sell
-1,520
Closed -$213K – 19
2024
Q1 		$201K Buy
+1,520
New +$188K 0.03% 211

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

LM Advisors's AVGO Position: Q2 2026 in Review

LM Advisors increased its Broadcom (AVGO) stake by 290% in Q2 2026, buying an estimated $5.95M and bringing the position to 19,974 shares worth $7.54M. The position accounts for 0.87% of the portfolio, ranked #21.

LM Advisors first reported a position in AVGO in Q1 2024 and has held it in 8 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • LM Advisors held 19,974 shares of Broadcom worth $7.54M as of Q2 2026.
  • LM Advisors bought 14,852 Broadcom shares in Q2 2026, an estimated $5.95M.
  • Broadcom made up 0.87% of LM Advisors's portfolio in Q2 2026, its #21 holding.
  • LM Advisors first reported a position in Broadcom in Q1 2024 and has held it in 8 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.