LWM
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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
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% +$2.25K 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

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

Lyell Wealth Management's AVGO Position: Q1 2026 in Review

Lyell Wealth Management increased its Broadcom (AVGO) stake by 73% in Q1 2026, buying an estimated $5.55M and bringing the position to 39,849 shares worth $12.3M. The position accounts for 0.91% of the portfolio, ranked #36.

Lyell Wealth Management first reported a position in AVGO in Q1 2021 and has held it in 21 quarters since. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Lyell Wealth Management held 39,849 shares of Broadcom worth $12.3M as of Q1 2026.
  • Lyell Wealth Management bought 16,866 Broadcom shares in Q1 2026, an estimated $5.55M.
  • Broadcom made up 0.91% of Lyell Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Lyell Wealth Management first reported a position in Broadcom in Q1 2021 and has held it in 21 quarters since.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.