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Lee Johnson Capital Management’s Broadcom AVGO Stock Holding History

Lee Johnson Capital 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 		– Sell
-14,224
Closed -$4.92M – 85
2025
Q4 		$4.92M Buy
+14,224
New +$5.09M 1.69% 20
2022
Q4 		– Sell
-17,250
Closed -$766K – 26
2022
Q3 		$766K Buy
17,250
+380
+2% +$19.4K 1.58% 17
2022
Q2 		$820K Buy
16,870
+1,370
+9% +$76.9K 0.98% 22
2022
Q1 		$976K Buy
15,500
+400
+3% +$23.8K 0.87% 39
2021
Q4 		$1M Buy
+15,100
New +$849K 0.82% 50

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lee Johnson Capital Management's AVGO Position: Q1 2026 in Review

Lee Johnson Capital Management sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 14,224 shares — an estimated $4.92M sold.

Lee Johnson Capital Management first reported a position in AVGO in Q4 2021 and held it in 5 quarters. The position peaked at $4.92M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Lee Johnson Capital Management reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • Lee Johnson Capital Management sold 14,224 Broadcom shares in Q1 2026, an estimated $4.92M.
  • Lee Johnson Capital Management first reported a position in Broadcom in Q4 2021 and held it in 5 quarters.
  • Lee Johnson Capital Management's Broadcom position peaked at $4.92M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.