WLIM
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White Lighthouse Investment Management’s Broadcom AVGO Stock Holding History

White Lighthouse Investment 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
Q2 		$592K Sell
1,567
-48
-3% -$19.2K 0.07% 102
2026
Q1 		$500K Sell
1,615
-89
-5% -$29.3K 0.07% 106
2025
Q4 		$590K Buy
1,704
+314
+23% +$112K 0.08% 95
2025
Q3 		$459K Sell
1,390
-816
-37% -$250K 0.07% 101
2025
Q2 		$608K Buy
2,206
+180
+9% +$39.1K 0.1% 87
2025
Q1 		$339K Sell
2,026
-335
-14% -$70.9K 0.06% 104
2024
Q4 		$547K Buy
2,361
+61
+3% +$11.3K 0.1% 86
2024
Q3 		$397K Sell
2,300
-40
-2% -$6.41K 0.07% 96
2024
Q2 		$376K Buy
+2,340
New +$328K 0.07% 97

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

White Lighthouse Investment Management's AVGO Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its Broadcom (AVGO) stake by 3% in Q2 2026, selling an estimated $19.2K and leaving 1,567 shares worth $592K. The position accounts for 0.07% of the portfolio, ranked #102.

White Lighthouse Investment Management first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $608K in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • White Lighthouse Investment Management held 1,567 shares of Broadcom worth $592K as of Q2 2026.
  • White Lighthouse Investment Management sold 48 Broadcom shares in Q2 2026, an estimated $19.2K.
  • Broadcom made up 0.07% of White Lighthouse Investment Management's portfolio in Q2 2026, its #102 holding.
  • White Lighthouse Investment Management first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • White Lighthouse Investment Management's Broadcom position peaked at $608K in Q2 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.