Luther King Capital Management (LKCM)
AVGO icon

Luther King Capital Management (LKCM)’s Broadcom AVGO Stock Holding History

Luther King Capital Management (LKCM)’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 		$461M Buy
1,488,912
+806
+0.1% +$265K 1.99% 9
2025
Q4 		$515M Buy
1,488,106
+17,570
+1% +$6.28M 2.09% 9
2025
Q3 		$485M Buy
1,470,536
+5,750
+0.4% +$1.76M 2% 11
2025
Q2 		$404M Sell
1,464,786
-5,062
-0.3% -$1.1M 1.75% 12
2025
Q1 		$246M Buy
1,469,848
+17,365
+1% +$3.68M 1.14% 24
2024
Q4 		$337M Buy
1,452,483
+31,623
+2% +$5.85M 1.46% 15
2024
Q3 		$245M Buy
1,420,860
+27,010
+2% +$4.33M 1.05% 24
2024
Q2 		$224M Buy
1,393,850
+22,050
+2% +$3.09M 1.01% 27
2024
Q1 		$182M Buy
1,371,800
+63,360
+5% +$7.85M 0.82% 37
2023
Q4 		$146M Buy
1,308,440
+86,150
+7% +$8.16M 0.7% 41
2023
Q3 		$102M Buy
1,222,290
+86,560
+8% +$7.5M 0.53% 54
2023
Q2 		$98.5M Buy
1,135,730
+34,130
+3% +$2.43M 0.49% 62
2023
Q1 		$70.7M Buy
1,101,600
+44,000
+4% +$2.65M 0.37% 77
2022
Q4 		$59.1M Buy
1,057,600
+229,900
+28% +$11.5M 0.32% 78
2022
Q3 		$36.8M Buy
827,700
+108,970
+15% +$5.57M 0.22% 93
2022
Q2 		$34.9M Buy
718,730
+175,030
+32% +$9.82M 0.2% 94
2022
Q1 		$34.2M Buy
543,700
+249,210
+85% +$14.8M 0.17% 103
2021
Q4 		$19.6M Buy
294,490
+164,130
+126% +$9.23M 0.09% 125
2021
Q3 		$6.32M Buy
130,360
+32,250
+33% +$1.57M 0.03% 179
2021
Q2 		$4.68M Buy
98,110
+39,660
+68% +$1.84M 0.02% 218
2021
Q1 		$2.71M Buy
58,450
+4,040
+7% +$187K 0.01% 263
2020
Q4 		$2.38M Buy
54,410
+29,180
+116% +$1.14M 0.01% 264
2020
Q3 		$919K Buy
+25,230
New +$845K 0.01% 344

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

Luther King Capital Management (LKCM)'s AVGO Position: Q1 2026 in Review

Luther King Capital Management (LKCM) increased its Broadcom (AVGO) stake by 0.05% in Q1 2026, buying an estimated $265K and bringing the position to 1,488,912 shares worth $461M. The position accounts for 1.99% of the portfolio, ranked #9.

Luther King Capital Management (LKCM) first reported a position in AVGO in Q3 2020 and has held it in 23 quarters since. The position peaked at $515M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Luther King Capital Management (LKCM) held 1,488,912 shares of Broadcom worth $461M as of Q1 2026.
  • Luther King Capital Management (LKCM) bought 806 Broadcom shares in Q1 2026, an estimated $265K.
  • Broadcom made up 1.99% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #9 holding.
  • Luther King Capital Management (LKCM) first reported a position in Broadcom in Q3 2020 and has held it in 23 quarters since.
  • Luther King Capital Management (LKCM)'s Broadcom position peaked at $515M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.