LWM
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LongView Wealth Management’s Broadcom AVGO Stock Holding History

LongView 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
2026
Q2 		$342K Sell
905
-319
-26% -$128K 0.09% 159
2026
Q1 		$466K Sell
1,224
-890
-42% -$293K 0.12% 142
2025
Q4 		$745K Buy
2,114
+1
+0% +$358 0.18% 111
2025
Q3 		$697K Sell
2,113
-133
-6% -$40.8K 0.19% 100
2025
Q2 		$619K Sell
2,246
-92
-4% -$20K 0.19% 101
2025
Q1 		$391K Buy
2,338
+96
+4% +$20.3K 0.12% 134
2024
Q4 		$520K Sell
2,242
-20
-0.9% -$3.7K 0.16% 116
2024
Q3 		$390K Sell
2,262
-78
-3% -$12.5K 0.12% 133
2024
Q2 		$376K Sell
2,340
-40
-2% -$5.61K 0.14% 129
2024
Q1 		$315K Sell
2,380
-1,020
-30% -$126K 0.13% 140
2023
Q4 		$368K Buy
+3,400
New +$322K 0.16% 122

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

LongView Wealth Management's AVGO Position: Q2 2026 in Review

LongView Wealth Management reduced its Broadcom (AVGO) stake by 26% in Q2 2026, selling an estimated $128K and leaving 905 shares worth $342K. The position accounts for 0.09% of the portfolio, ranked #159.

LongView Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $745K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • LongView Wealth Management held 905 shares of Broadcom worth $342K as of Q2 2026.
  • LongView Wealth Management sold 319 Broadcom shares in Q2 2026, an estimated $128K.
  • Broadcom made up 0.09% of LongView Wealth Management's portfolio in Q2 2026, its #159 holding.
  • LongView Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's Broadcom position peaked at $745K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.