L.M. Kohn & Company’s Broadcom AVGO Stock Holding History

L.M. Kohn & Company’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 Q3	–	Sell	-5,475	Closed	-$1.51M	–	134
2025 Q2	$1.51M	Sell	5,475 -1,380	-20%	-$300K	0.41%	41
2025 Q1	$1.15M	Buy	6,855 +449	+7%	+$95K	0.3%	61
2024 Q4	$1.49M	Sell	6,406 -47	-0.7%	-$8.69K	0.38%	47
2024 Q3	$1.11M	Buy	6,453 +543	+9%	+$87.1K	0.28%	72
2024 Q2	$948K	Buy	5,910 +800	+16%	+$112K	0.26%	78
2024 Q1	$678K	Buy	5,110 +140	+3%	+$17.3K	0.19%	117
2023 Q4	$555K	Buy	4,970 +100	+2%	+$9.47K	0.18%	121
2023 Q3	$405K	Buy	4,870 +30	+0.6%	+$2.6K	0.15%	134
2023 Q2	$420K	Buy	4,840 +500	+12%	+$35.7K	0.16%	137
2023 Q1	$278K	Buy	4,340 +70	+2%	+$4.21K	0.12%	169
2022 Q4	$239K	Buy	+4,270	New	+$214K	0.11%	184
2022 Q2	–	Sell	-3,670	Closed	-$231K	–	234
2022 Q1	$231K	Buy	+3,670	New	+$218K	0.09%	217

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

L.M. Kohn & Company's AVGO Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Broadcom (AVGO) in Q3 2025, closing a stake of 5,475 shares — an estimated $1.51M sold.

L.M. Kohn & Company first reported a position in AVGO in Q1 2022 and held it in 12 quarters. The position peaked at $1.51M in Q2 2025. 4,299 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

L.M. Kohn & Company reported no remaining Broadcom position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 5,475 Broadcom shares in Q3 2025, an estimated $1.51M.
L.M. Kohn & Company first reported a position in Broadcom in Q1 2022 and held it in 12 quarters.
L.M. Kohn & Company's Broadcom position peaked at $1.51M in Q2 2025.
4,299 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.