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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
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

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

LMG Wealth Partners's AVGO Position: Q2 2026 in Review

LMG Wealth Partners reduced its Broadcom (AVGO) stake by 0.06% in Q2 2026, selling an estimated $401 and leaving 1,618 shares worth $611K. The position accounts for 0.1% of the portfolio, ranked #116.

LMG Wealth Partners first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • LMG Wealth Partners held 1,618 shares of Broadcom worth $611K as of Q2 2026.
  • LMG Wealth Partners sold 1 Broadcom share in Q2 2026, an estimated $401.
  • Broadcom made up 0.1% of LMG Wealth Partners's portfolio in Q2 2026, its #116 holding.
  • LMG Wealth Partners first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.