LVM Capital 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
Q2 | $88M | Sell |
232,862
-6,026
| -3% | -$2.42M | 7.36% | 2 |
|
|
2026
Q1 | $73.9M | Sell |
238,888
-1,202
| -0.5% | -$396K | 6.97% | 2 |
|
|
2025
Q4 | $83.1M | Sell |
240,090
-6,394
| -3% | -$2.29M | 7.72% | 2 |
|
|
2025
Q3 | $81.3M | Sell |
246,484
-21,649
| -8% | -$6.64M | 7.82% | 3 |
|
|
2025
Q2 | $73.9M | Sell |
268,133
-10,806
| -4% | -$2.35M | 7.67% | 3 |
|
|
2025
Q1 | $46.7M | Sell |
278,939
-59,015
| -17% | -$12.5M | 5.2% | 3 |
|
|
2024
Q4 | $78.4M | Buy |
337,954
+298,819
| +764% | +$55.3M | 8.43% | 2 |
|
|
2024
Q3 | $62.8M | Sell |
39,135
-352,215
| -90% | -$56.5M | 7.15% | 3 |
|
|
2024
Q2 | $62.8M | Sell |
391,350
-12,870
| -3% | -$1.8M | 7.15% | 3 |
|
|
2024
Q1 | $53.6M | Sell |
404,220
-5,090
| -1% | -$631K | 6.33% | 3 |
|
|
2023
Q4 | $45.7M | Sell |
409,310
-2,350
| -0.6% | -$223K | 5.85% | 3 |
|
|
2023
Q3 | $34.2M | Sell |
411,660
-2,730
| -0.7% | -$237K | 4.82% | 3 |
|
|
2023
Q2 | $35.9M | Sell |
414,390
-9,240
| -2% | -$659K | 4.8% | 3 |
|
|
2023
Q1 | $27.2M | Sell |
423,630
-3,500
| -0.8% | -$211K | 3.77% | 3 |
|
|
2022
Q4 | $23.9M | Buy |
427,130
+3,200
| +0.8% | +$160K | 3.46% | 7 |
|
|
2022
Q3 | $18.8M | Buy |
423,930
+6,950
| +2% | +$355K | 2.88% | 8 |
|
|
2022
Q2 | $20.3M | Buy |
416,980
+9,100
| +2% | +$511K | 2.94% | 7 |
|
|
2022
Q1 | $25.7M | Buy |
407,880
+14,800
| +4% | +$879K | 3.39% | 5 |
|
|
2021
Q4 | $26.2M | Buy |
393,080
+8,500
| +2% | +$478K | 3.49% | 4 |
|
|
2021
Q3 | $18.6M | Buy |
384,580
+1,940
| +0.5% | +$94.3K | 2.81% | 8 |
|
|
2021
Q2 | $18.2M | Buy |
382,640
+8,920
| +2% | +$413K | 2.78% | 8 |
|
|
2021
Q1 | $17.3M | Buy |
373,720
+2,820
| +0.8% | +$130K | 2.81% | 8 |
|
|
2020
Q4 | $16.2M | Buy |
370,900
+4,580
| +1% | +$179K | 2.74% | 9 |
|
|
2020
Q3 | $13.3M | Buy |
366,320
+2,120
| +0.6% | +$71K | 2.59% | 14 |
|
|
2020
Q2 | $11.5M | Buy |
364,200
+2,650
| +0.7% | +$74.2K | 2.36% | 16 |
|
|
2020
Q1 | $8.57M | Buy |
361,550
+35,350
| +11% | +$996K | 2.11% | 21 |
|
|
2019
Q4 | $10.3M | Buy |
326,200
+13,950
| +4% | +$424K | 2.04% | 23 |
|
|
2019
Q3 | $8.62M | Buy |
312,250
+50,600
| +19% | +$1.44M | 1.83% | 27 |
|
|
2019
Q2 | $7.53M | Buy |
261,650
+30,700
| +13% | +$895K | 1.72% | 27 |
|
|
2019
Q1 | $6.95M | Buy |
+230,950
| New | +$6.26M | 1.59% | 25 |
|
Other funds holding AVGO
LVM Capital Management's AVGO Position: Q2 2026 in Review
LVM Capital Management reduced its Broadcom (AVGO) stake by 2.5% in Q2 2026, selling an estimated $2.42M and leaving 232,862 shares worth $88M. The position accounts for 7.36% of the portfolio, ranked #2.
LVM Capital Management first reported a position in AVGO in Q1 2019 and has held it in 30 quarters since. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- LVM Capital Management held 232,862 shares of Broadcom worth $88M as of Q2 2026.
- LVM Capital Management sold 6,026 Broadcom shares in Q2 2026, an estimated $2.42M.
- Broadcom made up 7.36% of LVM Capital Management's portfolio in Q2 2026, its #2 holding.
- LVM Capital Management first reported a position in Broadcom in Q1 2019 and has held it in 30 quarters since.
- 4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.