LWM
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Luminvest Wealth Management’s Broadcom AVGO Stock Holding History

Luminvest Wealth Management’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 		$226K Hold
730
– – 0.06% 51
2025
Q4 		$253K Hold
730
– – 0.07% 41
2025
Q3 		$241K Hold
730
– – 0.08% 42
2025
Q2 		$201K Buy
+730
New +$159K 0.07% 41

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

Luminvest Wealth Management's AVGO Position: Q1 2026 in Review

Luminvest Wealth Management held its Broadcom (AVGO) position steady in Q1 2026 at 730 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #51.

Luminvest Wealth Management first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. The position peaked at $253K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Luminvest Wealth Management held 730 shares of Broadcom worth $226K as of Q1 2026.
  • Luminvest Wealth Management left its Broadcom share count unchanged in Q1 2026.
  • Broadcom made up 0.06% of Luminvest Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Luminvest Wealth Management first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • Luminvest Wealth Management's Broadcom position peaked at $253K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.