LSA
AVGO icon

Lion Street Advisors’s Broadcom AVGO Stock Holding History

Lion Street Advisors’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
Q3 		– Sell
-3,719
Closed -$1.03M – 235
2025
Q2 		$1.03M Sell
3,719
-188
-5% -$40.8K 0.31% 71
2025
Q1 		$654K Sell
3,907
-201
-5% -$42.5K 0.21% 108
2024
Q4 		$952K Buy
4,108
+21
+0.5% +$3.88K 0.3% 71
2024
Q3 		$705K Buy
4,087
+847
+26% +$136K 0.25% 89
2024
Q2 		$520K Buy
3,240
+60
+2% +$8.41K 0.19% 110
2024
Q1 		$355K Hold
3,180
– – 0.15% 153
2023
Q4 		$355K Sell
3,180
-10,130
-76% -$959K 0.15% 153
2023
Q3 		$1.11M Buy
+13,310
New +$1.15M 0.36% 53
2023
Q2 		– Sell
-13,130
Closed -$842K – 240
2023
Q1 		$842K Buy
+13,130
New +$790K 0.26% 70
2022
Q4 		– Sell
-6,320
Closed -$280K – 150
2022
Q3 		$280K Buy
+6,320
New +$323K 0.14% 92
2020
Q2 		– Sell
-80
Closed -$2K – 59
2020
Q1 		$2K Buy
+80
New +$2.25K 0.01% 334

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return