Lokken Investment Group’s Broadcom AVGO Stock Holding History

Lokken Investment 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
2025 Q3	$3.49M	Buy	10,579 +312	+3%	+$95.7K	1.2%	21
2025 Q2	$2.83M	Buy	10,267 +242	+2%	+$52.5K	1.09%	23
2025 Q1	$1.68M	Sell	10,025 -294	-3%	-$62.2K	0.71%	34
2024 Q4	$2.39M	Buy	10,319 +7	+0.1%	+$1.29K	1.03%	25
2024 Q3	$1.78M	Sell	10,312 -168	-2%	-$26.9K	0.74%	36
2024 Q2	$1.68M	Hold	10,480	–	–	0.79%	32
2024 Q1	$1.39M	Sell	10,480 -140	-1%	-$17.3K	0.69%	35
2023 Q4	$1.19M	Buy	10,620 +30	+0.3%	+$2.84K	0.67%	35
2023 Q3	$880K	Buy	10,590 +690	+7%	+$59.8K	0.58%	42
2023 Q2	$859K	Buy	+9,900	New	+$706K	0.56%	42

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lokken Investment Group's AVGO Position: Q3 2025 in Review

Lokken Investment Group increased its Broadcom (AVGO) stake by 3% in Q3 2025, buying an estimated $95.7K and bringing the position to 10,579 shares worth $3.49M. The position accounts for 1.2% of the portfolio, ranked #21.

Lokken Investment Group first reported a position in AVGO in Q2 2023 and has held it in 10 quarters since. 4,289 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

Lokken Investment Group held 10,579 shares of Broadcom worth $3.49M as of Q3 2025.
Lokken Investment Group bought 312 Broadcom shares in Q3 2025, an estimated $95.7K.
Broadcom made up 1.2% of Lokken Investment Group's portfolio in Q3 2025, its #21 holding.
Lokken Investment Group first reported a position in Broadcom in Q2 2023 and has held it in 10 quarters since.
4,289 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.