LCM
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Logan Capital Management’s Broadcom AVGO Stock Holding History

Logan Capital Management’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 		– Sell
-284,808
Closed -$88.2M – 462
2026
Q1 		$88.2M Buy
+284,808
New +$93.7M 3.84% 2

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

Logan Capital Management's AVGO Position: Q2 2026 in Review

Logan Capital Management opened a new position in Broadcom (AVGO) in Q2 2026: 266,325 shares worth $101M. The stake represents 3.74% of the portfolio and ranks #3 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in AVGO as recently as Q4 2025.

Logan Capital Management first reported a position in AVGO in Q3 2013 and has held it in 51 quarters since. The position peaked at $111M in Q4 2024. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Logan Capital Management held 266,325 shares of Broadcom worth $101M as of Q2 2026.
  • Broadcom was a new Logan Capital Management position in Q2 2026.
  • Broadcom made up 3.74% of Logan Capital Management's portfolio in Q2 2026, its #3 holding.
  • Logan Capital Management first reported a position in Broadcom in Q3 2013 and has held it in 51 quarters since.
  • Logan Capital Management's Broadcom position peaked at $111M in Q4 2024.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.