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LVW Advisors’s Broadcom AVGO Stock Holding History

LVW Advisors’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 		$8.8M Sell
23,287
-3,071
-12% -$1.23M 0.76% 25
2026
Q1 		$8.16M Sell
26,358
-645
-2% -$212K 0.78% 24
2025
Q4 		$9.35M Sell
27,003
-4,273
-14% -$1.53M 0.95% 23
2025
Q3 		$10.3M Buy
31,276
+362
+1% +$111K 1.05% 21
2025
Q2 		$8.52M Sell
30,914
-2,275
-7% -$494K 0.93% 20
2025
Q1 		$5.56M Sell
33,189
-1,936
-6% -$410K 0.66% 26
2024
Q4 		$8.14M Sell
35,125
-5,610
-14% -$1.04M 0.98% 20
2024
Q3 		$7.03M Sell
40,735
-2,155
-5% -$345K 0.89% 19
2024
Q2 		$6.89M Sell
42,890
-4,970
-10% -$697K 1.01% 16
2024
Q1 		$6.34M Sell
47,860
-3,100
-6% -$384K 1.07% 14
2023
Q4 		$5.69M Sell
50,960
-3,380
-6% -$320K 1.07% 13
2023
Q3 		$4.51M Sell
54,340
-3,370
-6% -$292K 0.93% 22
2023
Q2 		$5.01M Sell
57,710
-4,340
-7% -$310K 0.96% 21
2023
Q1 		$3.98M Buy
62,050
+1,610
+3% +$96.9K 0.78% 32
2022
Q4 		$3.38M Buy
60,440
+1,470
+2% +$73.7K 0.69% 42
2022
Q3 		$2.62M Buy
58,970
+370
+0.6% +$18.9K 0.59% 49
2022
Q2 		$2.85M Buy
58,600
+2,170
+4% +$122K 0.58% 52
2022
Q1 		$3.55M Buy
56,430
+6,600
+13% +$392K 0.6% 47
2021
Q4 		$3.32M Sell
49,830
-190
-0.4% -$10.7K 0.56% 48
2021
Q3 		$2.43M Buy
50,020
+3,260
+7% +$159K 0.42% 56
2021
Q2 		$2.23M Buy
46,760
+1,540
+3% +$71.4K 0.4% 55
2021
Q1 		$2.1M Buy
45,220
+40,040
+773% +$1.85M 0.4% 56
2020
Q4 		$227K Buy
+5,180
New +$202K 0.05% 190
2020
Q3 		– Sell
-14,230
Closed -$449K – 204
2020
Q2 		$449K Buy
14,230
+1,930
+16% +$54K 0.11% 100
2020
Q1 		$292K Buy
+12,300
New +$347K 0.08% 120
2019
Q4 		– Sell
-13,010
Closed -$359K – 183
2019
Q3 		$359K Buy
13,010
+1,550
+14% +$44.1K 0.09% 113
2019
Q2 		$330K Buy
+11,460
New +$334K 0.09% 114

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVW Advisors's AVGO Position: Q2 2026 in Review

LVW Advisors reduced its Broadcom (AVGO) stake by 12% in Q2 2026, selling an estimated $1.23M and leaving 23,287 shares worth $8.8M. The position accounts for 0.76% of the portfolio, ranked #25.

LVW Advisors first reported a position in AVGO in Q2 2019 and has held it in 27 quarters since. The position peaked at $10.3M in Q3 2025. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • LVW Advisors held 23,287 shares of Broadcom worth $8.8M as of Q2 2026.
  • LVW Advisors sold 3,071 Broadcom shares in Q2 2026, an estimated $1.23M.
  • Broadcom made up 0.76% of LVW Advisors's portfolio in Q2 2026, its #25 holding.
  • LVW Advisors first reported a position in Broadcom in Q2 2019 and has held it in 27 quarters since.
  • LVW Advisors's Broadcom position peaked at $10.3M in Q3 2025.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.