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
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 $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

Lutz Financial Services's AVGO Position: Q1 2026 in Review

Lutz Financial Services reduced its Broadcom (AVGO) stake by 6.3% in Q1 2026, selling an estimated $30.6K and leaving 1,372 shares worth $425K. The position accounts for 0.03% of the portfolio, ranked #84.

Lutz Financial Services first reported a position in AVGO in Q3 2023 and has held it in 11 quarters since. The position peaked at $507K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Lutz Financial Services held 1,372 shares of Broadcom worth $425K as of Q1 2026.
  • Lutz Financial Services sold 93 Broadcom shares in Q1 2026, an estimated $30.6K.
  • Broadcom made up 0.03% of Lutz Financial Services's portfolio in Q1 2026, its #84 holding.
  • Lutz Financial Services first reported a position in Broadcom in Q3 2023 and has held it in 11 quarters since.
  • Lutz Financial Services's Broadcom position peaked at $507K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.