LOM Asset Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$13.6M Sell
43,959
-2,246
-5% -$739K 3.91% 1
2025
Q4
$16M Sell
46,205
-3,110
-6% -$1.11M 4.63% 1
2025
Q3
$16.3M Sell
49,315
-562
-1% -$172K 4.96% 1
2025
Q2
$13.7M Buy
+49,877
New +$10.8M 4.65% 1

Other funds holding AVGO

LOM Asset Management's AVGO Position: Q1 2026 in Review

LOM Asset Management reduced its Broadcom (AVGO) stake by 4.9% in Q1 2026, selling an estimated $739K and leaving 43,959 shares worth $13.6M. The position accounts for 3.91% of the portfolio, ranked #1.

LOM Asset Management first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. The position peaked at $16.3M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • LOM Asset Management held 43,959 shares of Broadcom worth $13.6M as of Q1 2026.
  • LOM Asset Management sold 2,246 Broadcom shares in Q1 2026, an estimated $739K.
  • Broadcom made up 3.91% of LOM Asset Management's portfolio in Q1 2026, its #1 holding.
  • LOM Asset Management first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • LOM Asset Management's Broadcom position peaked at $16.3M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.