LOIM
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Liberty One Investment Management’s Broadcom AVGO Stock Holding History

Liberty One Investment 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 		$11.5M Buy
37,280
+21,867
+142% +$7.2M 1.19% 26
2025
Q4 		$5.33M Sell
15,413
-14,033
-48% -$5.02M 0.68% 31
2025
Q3 		$9.71M Buy
29,446
+6,152
+26% +$1.89M 0.55% 30
2025
Q2 		$6.42M Sell
23,294
-5,873
-20% -$1.28M 0.65% 33
2025
Q1 		$4.88M Sell
29,167
-1,101
-4% -$233K 0.49% 53
2024
Q4 		$7.02M Buy
30,268
+307
+1% +$56.8K 0.76% 30
2024
Q3 		$5.17M Buy
29,961
+1,031
+4% +$165K 0.53% 38
2024
Q2 		$4.64M Sell
28,930
-16,410
-36% -$2.3M 0.52% 37
2024
Q1 		$6.01M Sell
45,340
-770
-2% -$95.4K 0.68% 33
2023
Q4 		$5.15M Sell
46,110
-10
-0% -$947 0.64% 32
2023
Q3 		$3.83M Buy
46,120
+640
+1% +$55.5K 0.56% 32
2023
Q2 		$3.94M Sell
45,480
-430
-0.9% -$30.7K 0.51% 29
2023
Q1 		$2.95M Buy
45,910
+3,130
+7% +$188K 0.4% 33
2022
Q4 		$2.39M Buy
42,780
+3,000
+8% +$150K 0.34% 47
2022
Q3 		$1.77M Buy
39,780
+6,770
+21% +$346K 0.29% 62
2022
Q2 		$1.57M Sell
33,010
-5,480
-14% -$308K 0.27% 65
2022
Q1 		$2.42M Buy
38,490
+950
+3% +$56.4K 0.37% 48
2021
Q4 		$2.5M Buy
37,540
+2,490
+7% +$140K 0.38% 44
2021
Q3 		$1.7M Buy
35,050
+2,040
+6% +$99.2K 0.29% 63
2021
Q2 		$1.57M Buy
33,010
+2,920
+10% +$135K 0.27% 65
2021
Q1 		$1.4M Buy
+30,090
New +$1.39M 0.25% 71

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

Liberty One Investment Management's AVGO Position: Q1 2026 in Review

Liberty One Investment Management increased its Broadcom (AVGO) stake by 142% in Q1 2026, buying an estimated $7.2M and bringing the position to 37,280 shares worth $11.5M. The position accounts for 1.19% of the portfolio, ranked #26.

Liberty One Investment Management first reported a position in AVGO in Q1 2021 and has held it in 21 quarters since. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Liberty One Investment Management held 37,280 shares of Broadcom worth $11.5M as of Q1 2026.
  • Liberty One Investment Management bought 21,867 Broadcom shares in Q1 2026, an estimated $7.2M.
  • Broadcom made up 1.19% of Liberty One Investment Management's portfolio in Q1 2026, its #26 holding.
  • Liberty One Investment Management first reported a position in Broadcom in Q1 2021 and has held it in 21 quarters since.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.