LK
AVGO icon

Lumbard & Kellner’s Broadcom AVGO Stock Holding History

Lumbard & Kellner’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 Buy
+740
New +$297K 0.08% 95
2016
Q3 		– Sell
-52,690
Closed -$819K – 79
2016
Q2 		$819K Sell
52,690
-2,260
-4% -$34.4K 0.6% 42
2016
Q1 		$849K Buy
+54,950
New +$743K 0.62% 38

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

Lumbard & Kellner's AVGO Position: Q2 2026 in Review

Lumbard & Kellner opened a new position in Broadcom (AVGO) in Q2 2026: 740 shares worth $280K. The stake represents 0.08% of the portfolio and ranks #95 among its holdings. This is a return to the name: Lumbard & Kellner previously reported a position in AVGO as recently as Q2 2016.

Lumbard & Kellner first reported a position in AVGO in Q1 2016 and has held it in 3 quarters since. The position peaked at $849K in Q1 2016. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Lumbard & Kellner held 740 shares of Broadcom worth $280K as of Q2 2026.
  • Broadcom was a new Lumbard & Kellner position in Q2 2026.
  • Broadcom made up 0.08% of Lumbard & Kellner's portfolio in Q2 2026, its #95 holding.
  • Lumbard & Kellner first reported a position in Broadcom in Q1 2016 and has held it in 3 quarters since.
  • Lumbard & Kellner's Broadcom position peaked at $849K in Q1 2016.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.