Lyell Wealth Management
AVGO icon

Lyell Wealth Management’s Broadcom AVGO Stock Holding History

Lyell Wealth Management’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
Q3 		$17.3M Buy
49,145
+3,130
+7% +$1.18M 1.02% 27
2026
Q2 		$17.4M Buy
46,015
+6,166
+15% +$2.47M 1.07% 26
2026
Q1 		$12.3M Buy
39,849
+16,866
+73% +$5.55M 0.91% 36
2025
Q4 		$7.95M Buy
22,983
+6,570
+40% +$2.35M 0.58% 60
2025
Q3 		$5.41M Sell
16,413
-77
-0.5% -$23.6K 0.4% 68
2025
Q2 		$4.55M Sell
16,490
-104
-0.6% -$22.6K 0.36% 72
2025
Q1 		$2.78M Sell
16,594
-20
-0.1% -$4.23K 0.26% 82
2024
Q4 		$3.85M Buy
16,614
+4
+0% +$740 0.35% 73
2024
Q3 		$2.87M Sell
16,610
-20
-0.1% -$3.21K 0.26% 92
2024
Q2 		$2.67M Buy
16,630
+490
+3% +$68.7K 0.25% 89
2024
Q1 		$2.14M Buy
16,140
+370
+2% +$45.8K 0.22% 93
2023
Q4 		$1.76M Buy
15,770
+540
+4% +$51.1K 0.2% 98
2023
Q3 		$1.26M Sell
15,230
-2,500
-14% -$217K 0.17% 99
2023
Q2 		$1.54M Sell
17,730
-100
-0.6% -$7.13K 0.2% 95
2023
Q1 		$1.14M Buy
17,830
+250
+1% +$15K 0.16% 100
2022
Q4 		$983K Buy
17,580
+2,850
+19% +$143K 0.16% 103
2022
Q3 		$654K Buy
14,730
+1,310
+10% +$66.9K 0.11% 122
2022
Q2 		$652K Buy
13,420
+40
+0.3% +$2.24K 0.11% 121
2022
Q1 		$843K Buy
13,380
+730
+6% +$43.4K 0.11% 114
2021
Q4 		$842K Sell
12,650
-470
-4% -$26.4K 0.1% 113
2021
Q3 		$636K Hold
13,120
– – 0.08% 120
2021
Q2 		$626K Buy
13,120
+560
+4% +$25.9K 0.08% 123
2021
Q1 		$582K Buy
+12,560
New +$581K 0.08% 123

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Lyell Wealth Management's AVGO Position: Q3 2026 in Review

Lyell Wealth Management increased its Broadcom (AVGO) stake by 6.8% in Q3 2026, buying an estimated $1.18M and bringing the position to 49,145 shares worth $17.3M. The position accounts for 1.02% of the portfolio, ranked #27.

Lyell Wealth Management first reported a position in AVGO in Q1 2021 and has held it in 23 quarters since. The position peaked at $17.4M in Q2 2026. 2,771 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Lyell Wealth Management held 49,145 shares of Broadcom worth $17.3M as of Q3 2026.
  • Lyell Wealth Management bought 3,130 Broadcom shares in Q3 2026, an estimated $1.18M.
  • Broadcom made up 1.02% of Lyell Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Lyell Wealth Management first reported a position in Broadcom in Q1 2021 and has held it in 23 quarters since.
  • Lyell Wealth Management's Broadcom position peaked at $17.4M in Q2 2026.
  • 2,771 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.