Luts & Greenleigh Group’s Broadcom AVGO Stock Holding History

Luts & Greenleigh Group’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	$1.1M	Sell	3,541 -124	-3%	-$40.8K	0.87%	28
2025 Q4	$1.27M	Buy	3,665 +67	+2%	+$24K	1.08%	22
2025 Q3	$1.19M	Buy	3,598 +193	+6%	+$59.2K	1.07%	23
2025 Q2	$939K	Buy	3,405 +44	+1%	+$9.55K	0.9%	27
2025 Q1	$563K	Buy	3,361 +82	+3%	+$17.4K	0.56%	39
2024 Q4	$760K	Sell	3,279 -110	-3%	-$20.3K	0.75%	32
2024 Q3	$585K	Buy	3,389 +729	+27%	+$117K	0.56%	37
2024 Q2	$426K	Buy	+2,660	New	+$373K	0.44%	42

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

Luts & Greenleigh Group's AVGO Position: Q1 2026 in Review

Luts & Greenleigh Group reduced its Broadcom (AVGO) stake by 3.4% in Q1 2026, selling an estimated $40.8K and leaving 3,541 shares worth $1.1M. The position accounts for 0.87% of the portfolio, ranked #28.

Luts & Greenleigh Group first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.27M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Luts & Greenleigh Group held 3,541 shares of Broadcom worth $1.1M as of Q1 2026.
Luts & Greenleigh Group sold 124 Broadcom shares in Q1 2026, an estimated $40.8K.
Broadcom made up 0.87% of Luts & Greenleigh Group's portfolio in Q1 2026, its #28 holding.
Luts & Greenleigh Group first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
Luts & Greenleigh Group's Broadcom position peaked at $1.27M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.