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Long Run Wealth Advisors’s Broadcom AVGO Stock Holding History

Long Run Wealth Advisors’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
Q4 		$2.05M Buy
5,937
+151
+3% +$54K 0.39% 46
2025
Q3 		$1.91M Sell
5,786
-1,131
-16% -$347K 0.37% 46
2025
Q2 		$1.91M Sell
6,917
-1,306
-16% -$284K 0.4% 46
2025
Q1 		$1.38M Buy
8,223
+2,494
+44% +$528K 0.31% 57
2024
Q4 		$1.33M Sell
5,729
-1,985
-26% -$367K 0.32% 54
2024
Q3 		$1.33M Sell
7,714
-2,686
-26% -$431K 0.31% 58
2024
Q2 		$1.67M Sell
10,400
-1,070
-9% -$150K 0.42% 49
2024
Q1 		$1.52M Sell
11,470
-60
-0.5% -$7.43K 0.4% 49
2023
Q4 		$1.29M Sell
11,530
-690
-6% -$65.3K 0.37% 51
2023
Q3 		$1.01M Sell
12,220
-1,610
-12% -$140K 0.33% 57
2023
Q2 		$1.2M Sell
13,830
-11,100
-45% -$792K 0.38% 51
2023
Q1 		$1.6M Sell
24,930
-140
-0.6% -$8.42K 0.54% 46
2022
Q4 		$1.4M Buy
25,070
+710
+3% +$35.6K 0.5% 49
2022
Q3 		$1.08M Buy
24,360
+6,190
+34% +$316K 0.43% 58
2022
Q2 		$883K Sell
18,170
-380
-2% -$21.3K 0.34% 60
2022
Q1 		$1.17M Sell
18,550
-1,640
-8% -$97.4K 0.41% 53
2021
Q4 		$1.34M Buy
+20,190
New +$1.13M 0.47% 48

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 Run Wealth Advisors's AVGO Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Broadcom (AVGO) stake by 2.6% in Q4 2025, buying an estimated $54K and bringing the position to 5,937 shares worth $2.05M. The position accounts for 0.39% of the portfolio, ranked #46.

Long Run Wealth Advisors first reported a position in AVGO in Q4 2021 and has held it in 17 quarters since. 4,701 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

  • Long Run Wealth Advisors held 5,937 shares of Broadcom worth $2.05M as of Q4 2025.
  • Long Run Wealth Advisors bought 151 Broadcom shares in Q4 2025, an estimated $54K.
  • Broadcom made up 0.39% of Long Run Wealth Advisors's portfolio in Q4 2025, its #46 holding.
  • Long Run Wealth Advisors first reported a position in Broadcom in Q4 2021 and has held it in 17 quarters since.
  • 4,701 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.