LBP AM’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$135M Sell
384,035
-266,082
-41% -$100M 1.2% 13
2026
Q2
$246M Buy
650,117
+38,154
+6% +$15.3M 2.45% 7
2026
Q1
$189M Buy
611,963
+38,687
+7% +$12.7M 2.59% 6
2025
Q4
$198M Sell
573,276
-74,629
-12% -$26.7M 2.3% 8
2025
Q3
$214M Buy
647,905
+15,698
+2% +$4.82M 2.63% 6
2025
Q2
$174M Sell
632,207
-44,813
-7% -$9.7M 2.45% 7
2025
Q1
$113M Sell
677,020
-39,575
-6% -$8.38M 1.75% 10
2024
Q4
$166M Sell
716,595
-67,064
-9% -$12.4M 2.25% 8
2024
Q3
$135M Buy
783,659
+507,029
+183% +$81.3M 2.03% 10
2024
Q2
$44.4M Sell
276,630
-31,960
-10% -$4.48M 1.82% 7
2024
Q1
$40.9M Sell
308,590
-206,730
-40% -$25.6M 1.63% 9
2023
Q4
$57.5M Buy
515,320
+23,860
+5% +$2.26M 1.27% 13
2023
Q3
$40.8M Buy
491,460
+71,280
+17% +$6.18M 0.91% 23
2023
Q2
$36.4M Buy
420,180
+153,280
+57% +$10.9M 0.86% 27
2023
Q1
$17.1M Buy
266,900
+119,830
+81% +$7.21M 0.44% 69
2022
Q4
$8.22M Buy
+147,070
New +$7.37M 0.24% 92

Other funds holding AVGO

LBP AM's AVGO Position: Q3 2026 in Review

LBP AM reduced its Broadcom (AVGO) stake by 41% in Q3 2026, selling an estimated $100M and leaving 384,035 shares worth $135M. The position accounts for 1.2% of the portfolio, ranked #13.

LBP AM first reported a position in AVGO in Q4 2022 and has held it in 16 quarters since. The position peaked at $246M in Q2 2026. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • LBP AM held 384,035 shares of Broadcom worth $135M as of Q3 2026.
  • LBP AM sold 266,082 Broadcom shares in Q3 2026, an estimated $100M.
  • Broadcom made up 1.2% of LBP AM's portfolio in Q3 2026, its #13 holding.
  • LBP AM first reported a position in Broadcom in Q4 2022 and has held it in 16 quarters since.
  • LBP AM's Broadcom position peaked at $246M in Q2 2026.
  • 2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on LBP AM's 13F filing for Q3 2026, filed 6 Nov 2026.