LAM
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Lewis Asset Management’s Broadcom AVGO Stock Holding History

Lewis 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 		$5.38M Sell
14,242
-73
-0.5% -$29.3K 1.88% 8
2026
Q1 		$4.43M Buy
14,315
+252
+2% +$82.9K 1.81% 9
2025
Q4 		$4.87M Buy
14,063
+366
+3% +$131K 1.98% 10
2025
Q3 		$4.52M Buy
13,697
+129
+1% +$39.6K 1.86% 11
2025
Q2 		$3.74M Buy
13,568
+3,285
+32% +$713K 1.76% 11
2025
Q1 		$1.72M Sell
10,283
-217
-2% -$45.9K 1.42% 15
2024
Q4 		$2.43M Buy
10,500
+107
+1% +$19.8K 1.86% 11
2024
Q3 		$1.79M Sell
10,393
-527
-5% -$84.5K 1.31% 17
2024
Q2 		$1.75M Buy
10,920
+1,500
+16% +$210K 1.34% 16
2024
Q1 		$1.25M Sell
9,420
-590
-6% -$73.1K 1.03% 20
2023
Q4 		$1.12M Buy
+10,010
New +$948K 1.03% 21

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Lewis Asset Management reduced its Broadcom (AVGO) stake by 0.51% in Q2 2026, selling an estimated $29.3K and leaving 14,242 shares worth $5.38M. The position accounts for 1.88% of the portfolio, ranked #8.

Lewis Asset Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 2,228 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Lewis Asset Management held 14,242 shares of Broadcom worth $5.38M as of Q2 2026.
  • Lewis Asset Management sold 73 Broadcom shares in Q2 2026, an estimated $29.3K.
  • Broadcom made up 1.88% of Lewis Asset Management's portfolio in Q2 2026, its #8 holding.
  • Lewis Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 2,228 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.