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LMCG Investments’s Broadcom AVGO Stock Holding History

LMCG Investments’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 		$13.5M Sell
35,768
-686
-2% -$275K 0.72% 43
2026
Q1 		$11.3M Sell
36,454
-894
-2% -$294K 0.67% 54
2025
Q4 		$12.9M Sell
37,348
-1,613
-4% -$577K 0.74% 41
2025
Q3 		$12.9M Buy
38,961
+3,357
+9% +$1.03M 0.76% 41
2025
Q2 		$9.81M Sell
35,604
-1,845
-5% -$401K 0.62% 53
2025
Q1 		$6.27M Sell
37,449
-6,657
-15% -$1.41M 0.42% 84
2024
Q4 		$10.2M Buy
44,106
+35
+0.1% +$6.47K 0.63% 52
2024
Q3 		$7.6M Sell
44,071
-99
-0.2% -$15.9K 0.46% 83
2024
Q2 		$7.09M Buy
44,170
+2,410
+6% +$338K 0.41% 84
2024
Q1 		$5.53M Sell
41,760
-13,560
-25% -$1.68M 0.33% 97
2023
Q4 		$6.18M Sell
55,320
-8,910
-14% -$844K 0.38% 88
2023
Q3 		$5.33M Sell
64,230
-28,780
-31% -$2.49M 0.36% 92
2023
Q2 		$8.07M Sell
93,010
-3,680
-4% -$262K 0.52% 67
2023
Q1 		$6.2M Sell
96,690
-1,260
-1% -$75.8K 0.41% 84
2022
Q4 		$5.48M Buy
97,950
+10,870
+12% +$545K 0.38% 82
2022
Q3 		$3.87M Buy
+87,080
New +$4.45M 0.28% 109
2014
Q3 		– Sell
-153,100
Closed -$1.1M – 472
2014
Q2 		$1.1M Buy
153,100
+41,270
+37% +$277K 0.02% 383
2014
Q1 		$720K Sell
111,830
-213,710
-66% -$1.25M 0.02% 403
2013
Q4 		$1.72M Buy
325,540
+181,190
+126% +$834K 0.04% 342
2013
Q3 		$622K Buy
+144,350
New +$554K 0.02% 385

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LMCG Investments's AVGO Position: Q2 2026 in Review

LMCG Investments reduced its Broadcom (AVGO) stake by 1.9% in Q2 2026, selling an estimated $275K and leaving 35,768 shares worth $13.5M. The position accounts for 0.72% of the portfolio, ranked #43.

LMCG Investments first reported a position in AVGO in Q3 2013 and has held it in 20 quarters since. 3,167 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • LMCG Investments held 35,768 shares of Broadcom worth $13.5M as of Q2 2026.
  • LMCG Investments sold 686 Broadcom shares in Q2 2026, an estimated $275K.
  • Broadcom made up 0.72% of LMCG Investments's portfolio in Q2 2026, its #43 holding.
  • LMCG Investments first reported a position in Broadcom in Q3 2013 and has held it in 20 quarters since.
  • 3,167 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.