Lakewood Asset Management’s Broadcom AVGO Stock Holding History

Lakewood Asset 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	$1.03M	Buy	2,729 +416	+18%	+$167K	0.57%	47
2026 Q1	$716K	Sell	2,313 -37	-2%	-$12.2K	0.46%	56
2025 Q4	$813K	Sell	2,350 -62	-3%	-$22.2K	0.48%	48
2025 Q3	$796K	Hold	2,412	–	–	0.48%	51
2025 Q2	$665K	Sell	2,412 -85	-3%	-$18.5K	0.44%	53
2025 Q1	$418K	Sell	2,497 -1,073	-30%	-$227K	0.28%	66
2024 Q4	$828K	Sell	3,570 -112	-3%	-$20.7K	0.57%	50
2024 Q3	$635K	Buy	3,682 +502	+16%	+$80.5K	0.43%	65
2024 Q2	$511K	Sell	3,180 -160	-5%	-$22.4K	0.36%	66
2024 Q1	$443K	Hold	3,340	–	–	0.3%	72
2023 Q4	$373K	Buy	+3,340	New	+$316K	0.29%	73

Other funds holding AVGO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

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

Lakewood Asset Management's AVGO Position: Q2 2026 in Review

Lakewood Asset Management increased its Broadcom (AVGO) stake by 18% in Q2 2026, buying an estimated $167K and bringing the position to 2,729 shares worth $1.03M. The position accounts for 0.57% of the portfolio, ranked #47.

Lakewood Asset Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,837 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Lakewood Asset Management held 2,729 shares of Broadcom worth $1.03M as of Q2 2026.
Lakewood Asset Management bought 416 Broadcom shares in Q2 2026, an estimated $167K.
Broadcom made up 0.57% of Lakewood Asset Management's portfolio in Q2 2026, its #47 holding.
Lakewood Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
4,837 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lakewood Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.