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Lockheed Martin Investment Management’s Broadcom AVGO Stock Holding History

Lockheed Martin Investment Management’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 		$49.1M Sell
130,080
-12,240
-9% -$4.91M 1.94% 17
2026
Q1 		$44M Sell
142,320
-16,570
-10% -$5.45M 1.61% 20
2025
Q4 		$55M Sell
158,890
-32,210
-17% -$11.5M 1.84% 18
2025
Q3 		$63M Sell
191,100
-150,250
-44% -$46.1M 2.32% 12
2025
Q2 		$94.1M Buy
341,350
+6,120
+2% +$1.33M 3.44% 7
2025
Q1 		$56.1M Buy
335,230
+161,890
+93% +$34.3M 2.28% 14
2024
Q4 		$40.2M Buy
173,340
+60,284
+53% +$11.1M 1.6% 17
2024
Q3 		$19.5M Buy
113,056
+44,456
+65% +$7.13M 0.9% 25
2024
Q2 		$11M Buy
68,600
+6,900
+11% +$967K 0.64% 36
2024
Q1 		$6.8M Sell
61,700
-4,300
-7% -$533K 0.49% 45
2023
Q4 		$6.52M Sell
66,000
-43,500
-40% -$4.12M 0.47% 47
2023
Q3 		$8.29M Buy
109,500
+18,200
+20% +$1.58M 0.64% 38
2023
Q2 		$7.92M Sell
91,300
-68,900
-43% -$4.91M 0.45% 48
2023
Q1 		$10.3M Buy
160,200
+33,500
+26% +$2.02M 0.58% 37
2022
Q4 		$7.08M Buy
126,700
+64,100
+102% +$3.21M 0.47% 55
2022
Q3 		$2.78M Hold
62,600
– – 0.22% 68
2022
Q2 		$3.04M Sell
62,600
-2,650
-4% -$149K 0.21% 76
2022
Q1 		$4.11M Buy
65,250
+5,500
+9% +$327K 0.23% 83
2021
Q4 		$3.98M Hold
59,750
– – 0.21% 83
2021
Q3 		$2.9M Sell
59,750
-1,750
-3% -$85.1K 0.16% 70
2021
Q2 		$2.93M Sell
61,500
-16,600
-21% -$769K 0.15% 74
2021
Q1 		$3.62M Sell
78,100
-48,000
-38% -$2.22M 0.19% 69
2020
Q4 		$5.52M Sell
126,100
-39,700
-24% -$1.55M 0.29% 65
2020
Q3 		$6.04M Buy
+165,800
New +$5.55M 0.37% 53
2018
Q1 		– Sell
-106,050
Closed -$2.72M – 129
2017
Q4 		$2.72M Sell
106,050
-38,000
-26% -$988K 0.13% 59
2017
Q3 		$3.49M Sell
144,050
-39,000
-21% -$964K 0.19% 53
2017
Q2 		$4.27M Buy
183,050
+77,000
+73% +$1.79M 0.23% 60
2017
Q1 		$2.32M Hold
106,050
– – 0.13% 75
2016
Q4 		$1.88M Hold
106,050
– – 0.16% 69
2016
Q3 		$1.83M Buy
106,050
+40,000
+61% +$669K 0.16% 78
2016
Q2 		$1.03M Buy
+66,050
New +$1.01M 0.1% 89

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

Lockheed Martin Investment Management's AVGO Position: Q2 2026 in Review

Lockheed Martin Investment Management reduced its Broadcom (AVGO) stake by 8.6% in Q2 2026, selling an estimated $4.91M and leaving 130,080 shares worth $49.1M. The position accounts for 1.94% of the portfolio, ranked #17.

Lockheed Martin Investment Management first reported a position in AVGO in Q2 2016 and has held it in 31 quarters since. The position peaked at $94.1M in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Lockheed Martin Investment Management held 130,080 shares of Broadcom worth $49.1M as of Q2 2026.
  • Lockheed Martin Investment Management sold 12,240 Broadcom shares in Q2 2026, an estimated $4.91M.
  • Broadcom made up 1.94% of Lockheed Martin Investment Management's portfolio in Q2 2026, its #17 holding.
  • Lockheed Martin Investment Management first reported a position in Broadcom in Q2 2016 and has held it in 31 quarters since.
  • Lockheed Martin Investment Management's Broadcom position peaked at $94.1M in Q2 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.