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 Q3	$1.57M	Sell	4,466 -284	-6%	-$107K	0.34%	39
2026 Q2	$1.79M	Hold	4,750	–	–	0.4%	35
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%	+$4.3K	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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

LPWM LLC's AVGO Position: Q3 2026 in Review

LPWM LLC reduced its Broadcom (AVGO) stake by 6% in Q3 2026, selling an estimated $107K and leaving 4,466 shares worth $1.57M. The position accounts for 0.34% of the portfolio, ranked #39.

LPWM LLC first reported a position in AVGO in Q4 2020 and has held it in 24 quarters since. The position peaked at $2M in Q4 2025. 1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

LPWM LLC held 4,466 shares of Broadcom worth $1.57M as of Q3 2026.
LPWM LLC sold 284 Broadcom shares in Q3 2026, an estimated $107K.
Broadcom made up 0.34% of LPWM LLC's portfolio in Q3 2026, its #39 holding.
LPWM LLC first reported a position in Broadcom in Q4 2020 and has held it in 24 quarters since.
LPWM LLC's Broadcom position peaked at $2M in Q4 2025.
1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.