LMR Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.2M | Sell |
48,298
-372,292
| -89% | -$149M | 0.07% | 264 |
|
|
2026
Q1 | $130M | Sell |
420,590
-49,148
| -10% | -$16.2M | 0.29% | 32 |
|
|
2025
Q4 | $163M | Buy |
469,738
+134,291
| +40% | +$48M | 0.31% | 19 |
|
|
2025
Q3 | $111M | Buy |
335,447
+54,247
| +19% | +$16.6M | 0.49% | 29 |
|
|
2025
Q2 | $77.5M | Buy |
281,200
+211,200
| +302% | +$45.9M | 0.55% | 28 |
|
|
2025
Q1 | $11.7M | Sell |
70,000
-87,602
| -56% | -$18.5M | 0.11% | 209 |
|
|
2024
Q4 | $36.5M | Sell |
157,602
-291,955
| -65% | -$54M | 0.31% | 59 |
|
|
2024
Q3 | $77.5M | Buy |
449,557
+254,777
| +131% | +$40.8M | 0.62% | 25 |
|
|
2024
Q2 | $31.3M | Buy |
194,780
+43,140
| +28% | +$6.05M | 0.26% | 74 |
|
|
2024
Q1 | $20.1M | Buy |
+151,640
| New | +$18.8M | 0.2% | 103 |
|
|
2023
Q2 | – | Sell |
-9,490
| Closed | -$609K | – | 906 |
|
|
2023
Q1 | $609K | Sell |
9,490
-170,680
| -95% | -$10.3M | 0.01% | 680 |
|
|
2022
Q4 | $10.1M | Buy |
180,170
+125,180
| +228% | +$6.28M | 0.18% | 145 |
|
|
2022
Q3 | $2.44M | Sell |
54,990
-260,000
| -83% | -$13.3M | 0.04% | 476 |
|
|
2022
Q2 | $15.3M | Sell |
314,990
-30,320
| -9% | -$1.7M | 0.26% | 83 |
|
|
2022
Q1 | $21.7M | Buy |
+345,310
| New | +$20.5M | 0.25% | 80 |
|
|
2021
Q2 | – | Sell |
-71,060
| Closed | -$3.29M | – | 1120 |
|
|
2021
Q1 | $3.29M | Buy |
+71,060
| New | +$3.29M | 0.08% | 223 |
|
|
2020
Q4 | – | Sell |
-68,340
| Closed | -$2.49M | – | 494 |
|
|
2020
Q3 | $2.49M | Sell |
68,340
-22,330
| -25% | -$748K | 0.05% | 140 |
|
|
2020
Q2 | $2.86M | Buy |
+90,670
| New | +$2.54M | 0.07% | 199 |
|
|
2020
Q1 | – | Sell |
-17,080
| Closed | -$540 | – | 256 |
|
|
2019
Q4 | $540 | Buy |
+17,080
| New | +$519K | ﹤0.01% | 290 |
|
|
2019
Q3 | – | Sell |
-62,070
| Closed | -$1.79M | – | 429 |
|
|
2019
Q2 | $1.79M | Buy |
62,070
+30,160
| +95% | +$879K | 0.07% | 141 |
|
|
2019
Q1 | $960K | Sell |
31,910
-39,200
| -55% | -$1.06M | 0.05% | 176 |
|
|
2018
Q4 | $1.81M | Buy |
+71,110
| New | +$1.68M | 0.09% | 126 |
|
|
2018
Q3 | – | Sell |
-13,280
| Closed | -$322K | – | 361 |
|
|
2018
Q2 | $322K | Sell |
13,280
-36,660
| -73% | -$899K | 0.02% | 338 |
|
|
2018
Q1 | $1.28M | Hold |
49,940
| – | – | 0.13% | 146 |
|
|
2017
Q4 | $1.28M | Sell |
49,940
-8,680
| -15% | -$226K | 0.13% | 146 |
|
|
2017
Q3 | $1.42M | Sell |
58,620
-10,580
| -15% | -$262K | 0.15% | 78 |
|
|
2017
Q2 | $1.61M | Buy |
+69,200
| New | +$1.61M | 0.1% | 209 |
|
|
2017
Q1 | – | Sell |
-52,500
| Closed | -$928K | – | 357 |
|
|
2016
Q4 | $928K | Buy |
+52,500
| New | +$910K | 0.14% | 161 |
|
|
2016
Q3 | – | Sell |
-213,060
| Closed | -$3.31M | – | 349 |
|
|
2016
Q2 | $3.31M | Buy |
+213,060
| New | +$3.25M | 0.51% | 40 |
|
|
2016
Q1 | – | Sell |
-219,170
| Closed | -$3.18M | – | 376 |
|
|
2015
Q4 | $3.18M | Buy |
+219,170
| New | +$2.85M | 1.04% | 19 |
|
|
2015
Q3 | – | Sell |
-310,140
| Closed | -$4.12M | – | 322 |
|
|
2015
Q2 | $4.12M | Buy |
310,140
+52,470
| +20% | +$688K | 0.5% | 33 |
|
|
2015
Q1 | $3.27M | Sell |
257,670
-126,410
| -33% | -$1.45M | 0.45% | 71 |
|
|
2014
Q4 | $3.86M | Buy |
+384,080
| New | +$3.43M | 0.5% | 34 |
|
Other funds holding AVGO
LMR Partners's AVGO Position: Q2 2026 in Review
LMR Partners reduced its Broadcom (AVGO) stake by 89% in Q2 2026, selling an estimated $149M and leaving 48,298 shares worth $18.2M. The position accounts for 0.07% of the portfolio, ranked #264.
LMR Partners first reported a position in AVGO in Q4 2014 and has held it in 33 quarters since. The position peaked at $163M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- LMR Partners held 48,298 shares of Broadcom worth $18.2M as of Q2 2026.
- LMR Partners sold 372,292 Broadcom shares in Q2 2026, an estimated $149M.
- Broadcom made up 0.07% of LMR Partners's portfolio in Q2 2026, its #264 holding.
- LMR Partners first reported a position in Broadcom in Q4 2014 and has held it in 33 quarters since.
- LMR Partners's Broadcom position peaked at $163M in Q4 2025.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.