LPWM LLC’s Broadcom AVGO Stock Holding History

LPWM LLC’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	$1.47M	Sell	4,750 -1,029	-18%	-$339K	0.37%	35
2025 Q4	$2M	Buy	5,779 +308	+6%	+$110K	0.5%	31
2025 Q3	$1.8M	Buy	5,471 +14	+0.3%	+$4.29K	0.48%	30
2025 Q2	$1.5M	Buy	5,457 +4	+0.1%	+$869	0.44%	31
2025 Q1	$913K	Hold	5,453	–	–	0.29%	39
2024 Q4	$1.26M	Sell	5,453 -167	-3%	-$30.9K	0.41%	33
2024 Q3	$966K	Hold	5,620	–	–	0.32%	35
2024 Q2	$981K	Buy	5,620 +100	+2%	+$14K	0.34%	35
2024 Q1	$730K	Buy	5,520 +150	+3%	+$18.6K	0.27%	37
2023 Q4	$563K	Buy	5,370 +370	+7%	+$35K	0.22%	43
2023 Q3	$417K	Hold	5,000	–	–	0.19%	43
2023 Q2	$438K	Hold	5,000	–	–	0.19%	43
2023 Q1	$321K	Hold	5,000	–	–	0.15%	50
2022 Q4	$287K	Hold	5,000	–	–	0.15%	51
2022 Q3	$222K	Hold	5,000	–	–	0.13%	56
2022 Q2	$249K	Hold	5,000	–	–	0.14%	54
2022 Q1	$302K	Hold	5,000	–	–	0.15%	54
2021 Q4	$333K	Hold	5,000	–	–	0.18%	51
2021 Q3	$244K	Hold	5,000	–	–	0.14%	57
2021 Q2	$240K	Buy	5,000 +260	+5%	+$12K	0.14%	55
2021 Q1	$226K	Sell	4,740 -250	-5%	-$11.6K	0.15%	53
2020 Q4	$218K	Buy	+4,990	New	+$195K	0.16%	51

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPWM LLC's AVGO Position: Q1 2026 in Review

LPWM LLC reduced its Broadcom (AVGO) stake by 18% in Q1 2026, selling an estimated $339K and leaving 4,750 shares worth $1.47M. The position accounts for 0.37% of the portfolio, ranked #35.

LPWM LLC first reported a position in AVGO in Q4 2020 and has held it in 22 quarters since. The position peaked at $2M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

LPWM LLC held 4,750 shares of Broadcom worth $1.47M as of Q1 2026.
LPWM LLC sold 1,029 Broadcom shares in Q1 2026, an estimated $339K.
Broadcom made up 0.37% of LPWM LLC's portfolio in Q1 2026, its #35 holding.
LPWM LLC first reported a position in Broadcom in Q4 2020 and has held it in 22 quarters since.
LPWM LLC's Broadcom position peaked at $2M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.