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LVM Capital Management’s Broadcom AVGO Stock Holding History

LVM Capital 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 		$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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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. 2,338 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.
  • 2,338 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.