LIWM
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Long Island Wealth Management’s Broadcom AVGO Stock Holding History

Long Island Wealth 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
2025
Q2 		– Sell
-2,192
Closed -$367K – 84
2025
Q1 		$367K Buy
+2,192
New +$464K 0.22% 62
2024
Q1 		– Sell
-320
Closed -$36K – 104
2023
Q4 		$36K Buy
+320
New +$30.3K 0.03% 139

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Long Island Wealth Management's AVGO Position: Q2 2025 in Review

Long Island Wealth Management sold out of Broadcom (AVGO) in Q2 2025, closing a stake of 2,192 shares — an estimated $367K sold.

Long Island Wealth Management first reported a position in AVGO in Q4 2023 and held it in 2 quarters. The position peaked at $367K in Q1 2025. 4,084 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • Long Island Wealth Management reported no remaining Broadcom position as of Q2 2025 after selling out during the quarter.
  • Long Island Wealth Management sold 2,192 Broadcom shares in Q2 2025, an estimated $367K.
  • Long Island Wealth Management first reported a position in Broadcom in Q4 2023 and held it in 2 quarters.
  • Long Island Wealth Management's Broadcom position peaked at $367K in Q1 2025.
  • 4,084 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Long Island Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.