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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LMG Wealth Partners's AVGO Position: Q1 2026 in Review

LMG Wealth Partners held its Broadcom (AVGO) position steady in Q1 2026 at 1,619 shares worth $501K. The position accounts for 0.09% of the portfolio, ranked #114.

LMG Wealth Partners first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $560K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • LMG Wealth Partners held 1,619 shares of Broadcom worth $501K as of Q1 2026.
  • LMG Wealth Partners left its Broadcom share count unchanged in Q1 2026.
  • Broadcom made up 0.09% of LMG Wealth Partners's portfolio in Q1 2026, its #114 holding.
  • LMG Wealth Partners first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
  • LMG Wealth Partners's Broadcom position peaked at $560K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.