LFS
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Lutz Financial Services’s Broadcom AVGO Stock Holding History

Lutz Financial Services’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 		$531K Buy
1,407
+35
+3% +$14K 0.03% 80
2026
Q1 		$425K Sell
1,372
-93
-6% -$30.6K 0.03% 84
2025
Q4 		$507K Buy
1,465
+137
+10% +$49K 0.03% 77
2025
Q3 		$438K Buy
1,328
+163
+14% +$50K 0.03% 75
2025
Q2 		$321K Sell
1,165
-54
-4% -$11.7K 0.02% 83
2025
Q1 		$204K Buy
1,219
+93
+8% +$19.7K 0.02% 94
2024
Q4 		$261K Sell
1,126
-228
-17% -$42.2K 0.02% 84
2024
Q3 		$234K Sell
1,354
-46
-3% -$7.38K 0.02% 83
2024
Q2 		$225K Sell
1,400
-950
-40% -$133K 0.02% 84
2024
Q1 		$311K Buy
2,350
+40
+2% +$4.96K 0.03% 76
2023
Q4 		$258K Sell
2,310
-150
-6% -$14.2K 0.02% 78
2023
Q3 		$204K Buy
+2,460
New +$213K 0.02% 81

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lutz Financial Services's AVGO Position: Q2 2026 in Review

Lutz Financial Services increased its Broadcom (AVGO) stake by 2.6% in Q2 2026, buying an estimated $14K and bringing the position to 1,407 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #80.

Lutz Financial Services first reported a position in AVGO in Q3 2023 and has held it in 12 quarters since. 4,837 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Lutz Financial Services held 1,407 shares of Broadcom worth $531K as of Q2 2026.
  • Lutz Financial Services bought 35 Broadcom shares in Q2 2026, an estimated $14K.
  • Broadcom made up 0.03% of Lutz Financial Services's portfolio in Q2 2026, its #80 holding.
  • Lutz Financial Services first reported a position in Broadcom in Q3 2023 and has held it in 12 quarters since.
  • 4,837 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.