Cozad Asset Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.9M | Sell |
77,071
-976
| -1% | -$321K | 1.87% | 6 |
|
|
2025
Q4 | $27M | Sell |
78,047
-3,933
| -5% | -$1.41M | 2.09% | 6 |
|
|
2025
Q3 | $27M | Sell |
81,980
-6,198
| -7% | -$1.9M | 2.15% | 5 |
|
|
2025
Q2 | $24.3M | Sell |
88,178
-6,446
| -7% | -$1.4M | 2.12% | 4 |
|
|
2025
Q1 | $15.8M | Sell |
94,624
-18,176
| -16% | -$3.85M | 1.58% | 8 |
|
|
2024
Q4 | $26.2M | Sell |
112,800
-5,633
| -5% | -$1.04M | 2.44% | 3 |
|
|
2024
Q3 | $20.4M | Sell |
118,433
-10,117
| -8% | -$1.62M | 1.95% | 5 |
|
|
2024
Q2 | $20.6M | Sell |
128,550
-3,570
| -3% | -$500K | 2.06% | 5 |
|
|
2024
Q1 | $17.5M | Sell |
132,120
-11,900
| -8% | -$1.47M | 1.82% | 6 |
|
|
2023
Q4 | $16.1M | Sell |
144,020
-7,340
| -5% | -$695K | 1.85% | 4 |
|
|
2023
Q3 | $12.6M | Sell |
151,360
-21,300
| -12% | -$1.85M | 1.63% | 8 |
|
|
2023
Q2 | $15M | Sell |
172,660
-7,950
| -4% | -$567K | 1.87% | 5 |
|
|
2023
Q1 | $11.6M | Sell |
180,610
-6,250
| -3% | -$376K | 1.53% | 7 |
|
|
2022
Q4 | $10.4M | Buy |
186,860
+2,390
| +1% | +$120K | 1.47% | 7 |
|
|
2022
Q3 | $8.19M | Sell |
184,470
-270
| -0.1% | -$13.8K | 1.33% | 13 |
|
|
2022
Q2 | $8.97M | Buy |
184,740
+8,080
| +5% | +$454K | 1.4% | 11 |
|
|
2022
Q1 | $11.1M | Sell |
176,660
-1,100
| -0.6% | -$65.3K | 1.56% | 12 |
|
|
2021
Q4 | $11.8M | Sell |
177,760
-4,920
| -3% | -$277K | 1.68% | 7 |
|
|
2021
Q3 | $8.86M | Buy |
182,680
+4,100
| +2% | +$199K | 1.38% | 14 |
|
|
2021
Q2 | $8.52M | Sell |
178,580
-15,260
| -8% | -$707K | 1.34% | 14 |
|
|
2021
Q1 | $8.99M | Buy |
193,840
+4,360
| +2% | +$202K | 1.46% | 11 |
|
|
2020
Q4 | $8.3M | Sell |
189,480
-17,900
| -9% | -$698K | 1.48% | 12 |
|
|
2020
Q3 | $7.55M | Sell |
207,380
-940
| -0.5% | -$31.5K | 1.43% | 12 |
|
|
2020
Q2 | $6.58M | Buy |
208,320
+5,790
| +3% | +$162K | 1.34% | 16 |
|
|
2020
Q1 | $4.8M | Buy |
202,530
+1,950
| +1% | +$54.9K | 1.66% | 16 |
|
|
2019
Q4 | $6.34M | Sell |
200,580
-150
| -0.1% | -$4.55K | 1.69% | 10 |
|
|
2019
Q3 | $5.54M | Sell |
200,730
-5,450
| -3% | -$155K | 1.6% | 12 |
|
|
2019
Q2 | $5.93M | Buy |
206,180
+200
| +0.1% | +$5.83K | 1.72% | 11 |
|
|
2019
Q1 | $6.19M | Sell |
205,980
-350
| -0.2% | -$9.49K | 1.87% | 8 |
|
|
2018
Q4 | $5.25M | Buy |
206,330
+570
| +0.3% | +$13.5K | 1.81% | 8 |
|
|
2018
Q3 | $5.08M | Buy |
205,760
+5,700
| +3% | +$128K | 1.49% | 16 |
|
|
2018
Q2 | $4.85M | Buy |
+200,060
| New | +$4.91M | 1.51% | 14 |
|
Other funds holding AVGO
VCM
VPM
Cozad Asset Management's AVGO Position: Q1 2026 in Review
Cozad Asset Management reduced its Broadcom (AVGO) stake by 1.3% in Q1 2026, selling an estimated $321K and leaving 77,071 shares worth $23.9M. The position accounts for 1.87% of the portfolio, ranked #6.
Cozad Asset Management first reported a position in AVGO in Q2 2018 and has held it in 32 quarters since. The position peaked at $27M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Cozad Asset Management held 77,071 shares of Broadcom worth $23.9M as of Q1 2026.
- Cozad Asset Management sold 976 Broadcom shares in Q1 2026, an estimated $321K.
- Broadcom made up 1.87% of Cozad Asset Management's portfolio in Q1 2026, its #6 holding.
- Cozad Asset Management first reported a position in Broadcom in Q2 2018 and has held it in 32 quarters since.
- Cozad Asset Management's Broadcom position peaked at $27M in Q3 2025.
- 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Cozad Asset Management's 13F filing for Q1 2026, filed 28 May 2026.