LPL Financial
AVGO icon

LPL Financial’s Broadcom AVGO Stock Holding History

LPL Financial’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
Q1 		$990K Buy
+3,200
New +$1.05M ﹤0.01% 4185
2025
Q3 		– Sell
-3,000
Closed -$827K – 5815
2025
Q2 		$827K Buy
+3,000
New +$651K ﹤0.01% 3920
2025
Q1 		– Sell
-2,900
Closed -$672K – 5357
2024
Q4 		$672K Sell
2,900
-2,700
-48% -$499K ﹤0.01% 3832
2024
Q3 		$966K Buy
5,600
+600
+12% +$96.2K ﹤0.01% 3442
2024
Q2 		$803K Buy
+5,000
New +$701K ﹤0.01% 3462

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPL Financial's AVGO Position: Q1 2026 in Review

LPL Financial increased its Broadcom (AVGO) stake by 4.7% in Q1 2026, buying an estimated $98.5M and bringing the position to 6,643,394 shares worth $2.06B. The position accounts for 0.55% of the portfolio, ranked #33.

LPL Financial first reported a position in AVGO in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.2B in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • LPL Financial held 6,643,394 shares of Broadcom worth $2.06B as of Q1 2026.
  • LPL Financial bought 299,266 Broadcom shares in Q1 2026, an estimated $98.5M.
  • Broadcom made up 0.55% of LPL Financial's portfolio in Q1 2026, its #33 holding.
  • LPL Financial first reported a position in Broadcom in Q2 2013 and has held it in 47 quarters since.
  • LPL Financial's Broadcom position peaked at $2.2B in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.