Lugano Financial Advisors SA (LFA)’s Broadcom AVGO Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$202K	Hold	536	–	–	0.12%	82
2026 Q1	$166K	Hold	536	–	–	0.08%	90
2025 Q4	$186K	Hold	536	–	–	0.1%	85
2025 Q3	$177K	Sell	536 -20	-4%	-$6.14K	0.09%	84
2025 Q2	$153K	Buy	556 +251	+82%	+$54.5K	0.09%	87
2025 Q1	$51.1K	Sell	305 -200	-40%	-$42.3K	0.03%	131
2024 Q4	$117K	Buy	505 +135	+36%	+$25K	0.08%	105
2024 Q3	$63.8K	Buy	370 +90	+32%	+$14.4K	0.04%	137
2024 Q2	$4.5K	Buy	280 +20	+8%	+$2.8K	﹤0.01%	169
2024 Q1	$34.5K	Buy	260 +90	+53%	+$11.2K	0.03%	137
2023 Q4	$19K	Buy	+170	New	+$16.1K	0.01%	145
2019 Q2	$49K	Hold	1,700	–	–	0.03%	107
2019 Q1	$51K	Sell	1,700 -34,220	-95%	-$928K	0.03%	108
2018 Q4	$886K	Hold	35,920	–	–	0.62%	30
2018 Q3	$886K	Buy	35,920 +3,500	+11%	+$78.5K	0.62%	30
2018 Q2	$781K	Buy	+32,420	New	+$795K	0.75%	34

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s AVGO Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Broadcom (AVGO) position steady in Q2 2026 at 536 shares worth $202K. The position accounts for 0.12% of the portfolio, ranked #82.

Lugano Financial Advisors SA (LFA) first reported a position in AVGO in Q2 2018 and has held it in 16 quarters since. The position peaked at $886K in Q4 2018. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 536 shares of Broadcom worth $202K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 0.12% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #82 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Broadcom in Q2 2018 and has held it in 16 quarters since.
Lugano Financial Advisors SA (LFA)'s Broadcom position peaked at $886K in Q4 2018.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.