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My Legacy Advisors’s Broadcom AVGO Stock Holding History

My Legacy 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
2025
Q2 		$1.37M Buy
4,992
+608
+14% +$132K 0.49% 54
2025
Q1 		$734K Buy
4,384
+48
+1% +$10.2K 0.28% 106
2024
Q4 		$989K Buy
4,336
+786
+22% +$145K 0.38% 72
2024
Q3 		$612K Sell
3,550
-360
-9% -$57.7K 0.24% 118
2024
Q2 		$628K Buy
3,910
+930
+31% +$130K 0.2% 130
2024
Q1 		$395K Buy
+2,980
New +$369K 0.13% 172

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

My Legacy Advisors's AVGO Position: Q2 2025 in Review

My Legacy Advisors increased its Broadcom (AVGO) stake by 14% in Q2 2025, buying an estimated $132K and bringing the position to 4,992 shares worth $1.37M. The position accounts for 0.49% of the portfolio, ranked #54.

My Legacy Advisors first reported a position in AVGO in Q1 2024 and has held it in 6 quarters since. 4,083 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • My Legacy Advisors held 4,992 shares of Broadcom worth $1.37M as of Q2 2025.
  • My Legacy Advisors bought 608 Broadcom shares in Q2 2025, an estimated $132K.
  • Broadcom made up 0.49% of My Legacy Advisors's portfolio in Q2 2025, its #54 holding.
  • My Legacy Advisors first reported a position in Broadcom in Q1 2024 and has held it in 6 quarters since.
  • 4,083 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.