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AVGO icon

LMR Partners’s Broadcom AVGO Stock Holding History

LMR 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
Q2 		$41.3M Buy
109,300
+51,300
+88% +$20.6M 0.15% 142
2026
Q1 		$18M Buy
58,000
+4,000
+7% +$1.32M 0.04% 240
2025
Q4 		$18.7M Buy
54,000
+19,900
+58% +$7.12M 0.04% 221
2025
Q3 		$11.2M Sell
34,100
-45,600
-57% -$14M 0.05% 290
2025
Q2 		$22M Buy
+79,700
New +$17.3M 0.16% 137

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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. 4,846 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.
  • 4,846 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.