LRI Investments’s Broadcom AVGO Stock Holding History

LRI Investments’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	$4.18M	Sell	11,068 -526	-5%	-$211K	0.34%	40
2026 Q1	$3.59M	Sell	11,594 -6,958	-38%	-$2.29M	0.32%	38
2025 Q4	$6.42M	Buy	18,552 +172	+0.9%	+$61.5K	0.52%	25
2025 Q3	$6.06M	Sell	18,380 -604	-3%	-$185K	0.5%	25
2025 Q2	$5.23M	Sell	18,984 -1,242	-6%	-$270K	0.44%	25
2025 Q1	$3.39M	Sell	20,226 -1,069	-5%	-$226K	0.33%	36
2024 Q4	$4.94M	Sell	21,295 -93	-0.4%	-$17.2K	0.48%	18
2024 Q3	$3.64M	Buy	21,388 +508	+2%	+$81.4K	0.35%	25
2024 Q2	$3.35M	Buy	20,880 +17,460	+511%	+$2.45M	0.38%	21
2024 Q1	$453K	Buy	+3,420	New	+$424K	0.11%	79

Other funds holding AVGO

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

LRI Investments's AVGO Position: Q2 2026 in Review

LRI Investments reduced its Broadcom (AVGO) stake by 4.5% in Q2 2026, selling an estimated $211K and leaving 11,068 shares worth $4.18M. The position accounts for 0.34% of the portfolio, ranked #40.

LRI Investments first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.42M in Q4 2025. 2,232 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

LRI Investments held 11,068 shares of Broadcom worth $4.18M as of Q2 2026.
LRI Investments sold 526 Broadcom shares in Q2 2026, an estimated $211K.
Broadcom made up 0.34% of LRI Investments's portfolio in Q2 2026, its #40 holding.
LRI Investments first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Broadcom position peaked at $6.42M in Q4 2025.
2,232 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.