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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lakewood Asset Management's AVGO Position: Q1 2026 in Review

Lakewood Asset Management reduced its Broadcom (AVGO) stake by 1.6% in Q1 2026, selling an estimated $12.2K and leaving 2,313 shares worth $716K. The position accounts for 0.46% of the portfolio, ranked #56.

Lakewood Asset Management first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $828K in Q4 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Lakewood Asset Management held 2,313 shares of Broadcom worth $716K as of Q1 2026.
Lakewood Asset Management sold 37 Broadcom shares in Q1 2026, an estimated $12.2K.
Broadcom made up 0.46% of Lakewood Asset Management's portfolio in Q1 2026, its #56 holding.
Lakewood Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Lakewood Asset Management's Broadcom position peaked at $828K in Q4 2024.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.