LVZ Inc’s Broadcom AVGO Stock Holding History

LVZ Inc’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	$232K	Buy	+613	New	+$246K	0.02%	156
2026 Q1	–	Sell	-578	Closed	-$200K	–	163
2025 Q4	$200K	Buy	+578	New	+$207K	0.02%	163

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LVZ Inc's AVGO Position: Q2 2026 in Review

LVZ Inc opened a new position in Broadcom (AVGO) in Q2 2026: 613 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #156 among its holdings. This is a return to the name: LVZ Inc previously reported a position in AVGO as recently as Q4 2025.

LVZ Inc first reported a position in AVGO in Q4 2025 and has held it in 2 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

LVZ Inc held 613 shares of Broadcom worth $232K as of Q2 2026.
Broadcom was a new LVZ Inc position in Q2 2026.
Broadcom made up 0.02% of LVZ Inc's portfolio in Q2 2026, its #156 holding.
LVZ Inc first reported a position in Broadcom in Q4 2025 and has held it in 2 quarters since.
4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.