Lord & Richards Wealth Management’s Broadcom AVGO Stock Holding History

Lord & Richards 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	$1.3M	Buy	+3,437	New	+$1.38M	1.02%	27

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Lord & Richards Wealth Management's AVGO Position: Q2 2026 in Review

Lord & Richards Wealth Management opened a new position in Broadcom (AVGO) in Q2 2026: 3,437 shares worth $1.3M. The stake represents 1.02% of the portfolio and ranks #27 among its holdings.

1,441 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Lord & Richards Wealth Management held 3,437 shares of Broadcom worth $1.3M as of Q2 2026.
Broadcom was a new Lord & Richards Wealth Management position in Q2 2026.
Broadcom made up 1.02% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #27 holding.
1,441 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.