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Liontrust Investment Partners’s Broadcom AVGO Stock Holding History

Liontrust Investment Partners’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 		$192M Buy
619,552
+365,194
+144% +$120M 3.27% 2
2025
Q4 		$88M Buy
254,358
+8,464
+3% +$3.03M 1.31% 31
2025
Q3 		$81.1M Sell
245,894
-30,977
-11% -$9.5M 1.19% 35
2025
Q2 		$76.3M Buy
276,871
+10,948
+4% +$2.38M 1.09% 38
2025
Q1 		$44.5M Buy
265,923
+52,802
+25% +$11.2M 0.7% 41
2024
Q4 		$49.4M Buy
213,121
+183,121
+610% +$33.9M 0.72% 41
2024
Q3 		$48.2M Sell
30,000
-270,000
-90% -$43.3M 0.68% 42
2024
Q2 		$48.2M Buy
300,000
+40,000
+15% +$5.61M 0.68% 42
2024
Q1 		$34.5M Buy
260,000
+95,000
+58% +$11.8M 0.48% 45
2023
Q4 		$18.4M Sell
165,000
-165,000
-50% -$15.6M 0.27% 65
2023
Q3 		$27.4M Buy
330,000
+310,000
+1,550% +$26.9M 0.44% 43
2023
Q2 		$1.73M Buy
+20,000
New +$1.43M 0.03% 184
2021
Q4 		– Sell
-12,140
Closed -$589K – 208
2021
Q3 		$589K Buy
+12,140
New +$590K 0.01% 210
2020
Q4 		$707K Buy
+16,140
New +$629K 0.01% 193

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

Liontrust Investment Partners's AVGO Position: Q1 2026 in Review

Liontrust Investment Partners increased its Broadcom (AVGO) stake by 144% in Q1 2026, buying an estimated $120M and bringing the position to 619,552 shares worth $192M. The position accounts for 3.27% of the portfolio, ranked #2.

Liontrust Investment Partners first reported a position in AVGO in Q4 2020 and has held it in 14 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Liontrust Investment Partners held 619,552 shares of Broadcom worth $192M as of Q1 2026.
  • Liontrust Investment Partners bought 365,194 Broadcom shares in Q1 2026, an estimated $120M.
  • Broadcom made up 3.27% of Liontrust Investment Partners's portfolio in Q1 2026, its #2 holding.
  • Liontrust Investment Partners first reported a position in Broadcom in Q4 2020 and has held it in 14 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.