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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lion Street Advisors's AVGO Position: Q3 2025 in Review

Lion Street Advisors sold out of Broadcom (AVGO) in Q3 2025, closing a stake of 3,719 shares — an estimated $1.03M sold.

Lion Street Advisors first reported a position in AVGO in Q1 2020 and held it in 11 quarters. The position peaked at $1.11M in Q3 2023. 4,299 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

Lion Street Advisors reported no remaining Broadcom position as of Q3 2025 after selling out during the quarter.
Lion Street Advisors sold 3,719 Broadcom shares in Q3 2025, an estimated $1.03M.
Lion Street Advisors first reported a position in Broadcom in Q1 2020 and held it in 11 quarters.
Lion Street Advisors's Broadcom position peaked at $1.11M in Q3 2023.
4,299 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.