LAM
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Lummis Asset Management’s Broadcom AVGO Stock Holding History

Lummis Asset 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 		$32.1K Buy
85
+15
+21% +$6.01K 0.02% 98
2026
Q1 		$21.7K Hold
70
– – 0.01% 104
2025
Q4 		$24.2K Hold
70
– – 0.01% 99
2025
Q3 		$23.1K Hold
70
– – 0.02% 101
2025
Q2 		$19.3K Hold
70
– – 0.01% 100
2025
Q1 		$11.7K Hold
70
– – 0.01% 119
2024
Q4 		$16.2K Hold
70
– – 0.02% 78
2024
Q3 		$12.1K Hold
70
– – 0.01% 96
2024
Q2 		$11.2K Hold
70
– – 0.01% 92
2024
Q1 		$9.28K Hold
70
– – 0.01% 95
2023
Q4 		$7.81K Buy
+70
New +$6.63K 0.01% 124

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 $3.38T AUM 44.17% 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

Lummis Asset Management's AVGO Position: Q2 2026 in Review

Lummis Asset Management increased its Broadcom (AVGO) stake by 21% in Q2 2026, buying an estimated $6.01K and bringing the position to 85 shares worth $32.1K. The position accounts for 0.02% of the portfolio, ranked #98.

Lummis Asset Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Lummis Asset Management held 85 shares of Broadcom worth $32.1K as of Q2 2026.
  • Lummis Asset Management bought 15 Broadcom shares in Q2 2026, an estimated $6.01K.
  • Broadcom made up 0.02% of Lummis Asset Management's portfolio in Q2 2026, its #98 holding.
  • Lummis Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.