LA
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Lane & Associates’s Broadcom AVGO Stock Holding History

Lane & Associates’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
Q1 		$282K Buy
1,682
+163
+11% +$34.5K 0.15% 99
2024
Q4 		$336K Buy
1,519
+188
+14% +$34.8K 0.17% 94
2024
Q3 		$230K Buy
+1,331
New +$213K 0.13% 106

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lane & Associates's AVGO Position: Q1 2025 in Review

Lane & Associates increased its Broadcom (AVGO) stake by 11% in Q1 2025, buying an estimated $34.5K and bringing the position to 1,682 shares worth $282K. The position accounts for 0.15% of the portfolio, ranked #99.

Lane & Associates first reported a position in AVGO in Q3 2024 and has held it in 3 quarters since. The position peaked at $336K in Q4 2024. 3,816 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • Lane & Associates held 1,682 shares of Broadcom worth $282K as of Q1 2025.
  • Lane & Associates bought 163 Broadcom shares in Q1 2025, an estimated $34.5K.
  • Broadcom made up 0.15% of Lane & Associates's portfolio in Q1 2025, its #99 holding.
  • Lane & Associates first reported a position in Broadcom in Q3 2024 and has held it in 3 quarters since.
  • Lane & Associates's Broadcom position peaked at $336K in Q4 2024.
  • 3,816 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.