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Lockerman Financial Group’s Broadcom AVGO Stock Holding History

Lockerman Financial Group’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 		$280K Sell
741
-76
-9% -$30.5K 0.43% 69
2026
Q1 		$253K Sell
817
-4
-0.5% -$1.32K 0.46% 73
2025
Q4 		$284K Sell
821
-2,081
-72% -$744K 0.55% 62
2025
Q3 		$957K Sell
2,902
-148
-5% -$45.4K 1.21% 18
2025
Q2 		$841K Sell
3,050
-38
-1% -$8.25K 1.13% 20
2025
Q1 		$517K Sell
3,088
-210
-6% -$44.4K 0.78% 28
2024
Q4 		$765K Sell
3,298
-262
-7% -$48.5K 1.3% 17
2024
Q3 		$614K Buy
3,560
+310
+10% +$49.7K 1.04% 29
2024
Q2 		$522K Buy
3,250
+870
+37% +$122K 0.95% 31
2024
Q1 		$315K Buy
+2,380
New +$295K 0.6% 52
2023
Q3 		– Sell
-2,330
Closed -$202K – 80
2023
Q2 		$202K Buy
+2,330
New +$166K 0.56% 70

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

Lockerman Financial Group's AVGO Position: Q2 2026 in Review

Lockerman Financial Group reduced its Broadcom (AVGO) stake by 9.3% in Q2 2026, selling an estimated $30.5K and leaving 741 shares worth $280K. The position accounts for 0.43% of the portfolio, ranked #69.

Lockerman Financial Group first reported a position in AVGO in Q2 2023 and has held it in 11 quarters since. The position peaked at $957K in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Lockerman Financial Group held 741 shares of Broadcom worth $280K as of Q2 2026.
  • Lockerman Financial Group sold 76 Broadcom shares in Q2 2026, an estimated $30.5K.
  • Broadcom made up 0.43% of Lockerman Financial Group's portfolio in Q2 2026, its #69 holding.
  • Lockerman Financial Group first reported a position in Broadcom in Q2 2023 and has held it in 11 quarters since.
  • Lockerman Financial Group's Broadcom position peaked at $957K in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.