LMG Wealth Partners
AVGO icon

LMG Wealth Partners’s Broadcom AVGO Stock Holding History

LMG Wealth Partners’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
Q3 		$847K Buy
2,412
+794
+49% +$299K 0.14% 107
2026
Q2 		$611K Sell
1,618
-1
-0.1% -$401 0.1% 116
2026
Q1 		$501K Hold
1,619
– – 0.09% 114
2025
Q4 		$560K Buy
1,619
+259
+19% +$92.6K 0.1% 110
2025
Q3 		$449K Hold
1,360
– – 0.08% 115
2025
Q2 		$375K Hold
1,360
– – 0.08% 109
2025
Q1 		$228K Hold
1,360
– – 0.05% 120
2024
Q4 		$315K Hold
1,360
– – 0.07% 109
2024
Q3 		$235K Hold
1,360
– – 0.05% 116
2024
Q2 		$218K Buy
+1,360
New +$191K 0.05% 114

Other funds holding AVGO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LMG Wealth Partners's AVGO Position: Q3 2026 in Review

LMG Wealth Partners increased its Broadcom (AVGO) stake by 49% in Q3 2026, buying an estimated $299K and bringing the position to 2,412 shares worth $847K. The position accounts for 0.14% of the portfolio, ranked #107.

LMG Wealth Partners first reported a position in AVGO in Q2 2024 and has held it in 10 quarters since. 3,819 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • LMG Wealth Partners held 2,412 shares of Broadcom worth $847K as of Q3 2026.
  • LMG Wealth Partners bought 794 Broadcom shares in Q3 2026, an estimated $299K.
  • Broadcom made up 0.14% of LMG Wealth Partners's portfolio in Q3 2026, its #107 holding.
  • LMG Wealth Partners first reported a position in Broadcom in Q2 2024 and has held it in 10 quarters since.
  • 3,819 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on LMG Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.