LAM
AVGO icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Lummis Asset Management held its Broadcom (AVGO) position steady in Q1 2026 at 70 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #104.

Lummis Asset Management first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $24.2K in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Lummis Asset Management held 70 shares of Broadcom worth $21.7K as of Q1 2026.
  • Lummis Asset Management left its Broadcom share count unchanged in Q1 2026.
  • Broadcom made up 0.01% of Lummis Asset Management's portfolio in Q1 2026, its #104 holding.
  • Lummis Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • Lummis Asset Management's Broadcom position peaked at $24.2K in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.