Moody Lynn & Lieberson’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $100M | Sell |
323,279
-5,024
| -2% | -$1.65M | 5.62% | 3 |
|
|
2025
Q4 | $114M | Sell |
328,303
-57,311
| -15% | -$20.5M | 6.02% | 3 |
|
|
2025
Q3 | $127M | Sell |
385,614
-26,067
| -6% | -$8M | 6.85% | 1 |
|
|
2025
Q2 | $113M | Sell |
411,681
-3,453
| -0.8% | -$750K | 6.55% | 1 |
|
|
2025
Q1 | $69.5M | Sell |
415,134
-93,767
| -18% | -$19.8M | 4.46% | 3 |
|
|
2024
Q4 | $118M | Sell |
508,901
-13,093
| -3% | -$2.42M | 7.23% | 1 |
|
|
2024
Q3 | $90M | Sell |
521,994
-58,806
| -10% | -$9.43M | 5.55% | 1 |
|
|
2024
Q2 | $93.2M | Sell |
580,800
-1,630
| -0.3% | -$228K | 6.1% | 2 |
|
|
2024
Q1 | $77.2M | Sell |
582,430
-1,560
| -0.3% | -$193K | 5.19% | 2 |
|
|
2023
Q4 | $65.2M | Buy |
583,990
+36,900
| +7% | +$3.49M | 4.96% | 2 |
|
|
2023
Q3 | $45.4M | Sell |
547,090
-35,100
| -6% | -$3.04M | 3.89% | 5 |
|
|
2023
Q2 | $50.5M | Buy |
582,190
+38,840
| +7% | +$2.77M | 4.08% | 3 |
|
|
2023
Q1 | $34.9M | Buy |
543,350
+1,570
| +0.3% | +$94.5K | 3.13% | 4 |
|
|
2022
Q4 | $30.3M | Sell |
541,780
-3,240
| -0.6% | -$162K | 2.77% | 6 |
|
|
2022
Q3 | $24.2M | Sell |
545,020
-64,470
| -11% | -$3.29M | 2.34% | 9 |
|
|
2022
Q2 | $29.6M | Buy |
609,490
+11,520
| +2% | +$647K | 2.67% | 7 |
|
|
2022
Q1 | $37.7M | Buy |
597,970
+70,500
| +13% | +$4.19M | 2.76% | 7 |
|
|
2021
Q4 | $35.1M | Buy |
527,470
+4,130
| +0.8% | +$232K | 2.35% | 10 |
|
|
2021
Q3 | $25.4M | Sell |
523,340
-6,260
| -1% | -$304K | 1.9% | 17 |
|
|
2021
Q2 | $25.3M | Buy |
529,600
+5,740
| +1% | +$266K | 1.9% | 16 |
|
|
2021
Q1 | $24.3M | Buy |
523,860
+2,930
| +0.6% | +$135K | 2.02% | 13 |
|
|
2020
Q4 | $22.8M | Buy |
520,930
+3,170
| +0.6% | +$124K | 1.96% | 13 |
|
|
2020
Q3 | $18.9M | Buy |
517,760
+1,890
| +0.4% | +$63.3K | 1.87% | 16 |
|
|
2020
Q2 | $16.3M | Buy |
515,870
+5,950
| +1% | +$167K | 1.77% | 17 |
|
|
2020
Q1 | $12.1K | Sell |
509,920
-326,900
| -39% | -$9.21M | 1.66% | 22 |
|
|
2019
Q4 | $26.4M | Buy |
836,820
+37,740
| +5% | +$1.15M | 2.55% | 7 |
|
|
2019
Q3 | $22.1M | Buy |
799,080
+225,210
| +39% | +$6.4M | 2.46% | 7 |
|
|
2019
Q2 | $16.5M | Sell |
573,870
-77,540
| -12% | -$2.26M | 1.82% | 16 |
|
|
2019
Q1 | $19.6M | Buy |
651,410
+5,480
| +0.8% | +$149K | 2.24% | 10 |
|
|
2018
Q4 | $16.4M | Buy |
645,930
+178,780
| +38% | +$4.22M | 2.21% | 10 |
|
|
2018
Q3 | $11.5M | Buy |
467,150
+384,910
| +468% | +$8.63M | 1.22% | 31 |
|
|
2018
Q2 | $2M | Sell |
82,240
-980
| -1% | -$24K | 0.24% | 77 |
|
|
2018
Q1 | $1.96M | Sell |
83,220
-36,830
| -31% | -$927K | 0.24% | 75 |
|
|
2017
Q4 | $2.89M | Sell |
120,050
-75,200
| -39% | -$1.95M | 0.31% | 64 |
|
|
2017
Q3 | $4.74M | Buy |
195,250
+2,340
| +1% | +$57.9K | 0.58% | 54 |
|
|
2017
Q2 | $4.5M | Buy |
192,910
+51,560
| +36% | +$1.2M | 0.59% | 55 |
|
|
2017
Q1 | $3.1M | Sell |
141,350
-2,910
| -2% | -$59.9K | 0.43% | 61 |
|
|
2016
Q4 | $2.55M | Sell |
144,260
-314,940
| -69% | -$5.46M | 0.37% | 63 |
|
|
2016
Q3 | $7.92M | Buy |
459,200
+397,920
| +649% | +$6.66M | 1.32% | 27 |
|
|
2016
Q2 | $952K | Sell |
61,280
-86,850
| -59% | -$1.32M | 0.17% | 73 |
|
|
2016
Q1 | $2.29M | Buy |
148,130
+88,410
| +148% | +$1.2M | 0.36% | 70 |
|
|
2015
Q4 | $867K | Buy |
59,720
+720
| +1% | +$9.36K | 0.14% | 97 |
|
|
2015
Q3 | $738K | Buy |
59,000
+3,620
| +7% | +$45.7K | 0.14% | 86 |
|
|
2015
Q2 | $736K | Buy |
55,380
+1,140
| +2% | +$14.9K | 0.12% | 105 |
|
|
2015
Q1 | $689K | Sell |
54,240
-6,300
| -10% | -$72.2K | 0.11% | 104 |
|
|
2014
Q4 | $609K | Buy |
60,540
+510
| +0.8% | +$4.56K | 0.09% | 121 |
|
|
2014
Q3 | $522K | Hold |
60,030
| – | – | 0.08% | 118 |
|
|
2014
Q2 | $433K | Sell |
60,030
-1,640
| -3% | -$11K | 0.06% | 127 |
|
|
2014
Q1 | $397K | Buy |
61,670
+21,200
| +52% | +$124K | 0.06% | 134 |
|
|
2013
Q4 | $214K | Buy |
+40,470
| New | +$186K | 0.03% | 186 |
|
Other funds holding AVGO
VCM
VPM
Moody Lynn & Lieberson's AVGO Position: Q1 2026 in Review
Moody Lynn & Lieberson reduced its Broadcom (AVGO) stake by 1.5% in Q1 2026, selling an estimated $1.65M and leaving 323,279 shares worth $100M. The position accounts for 5.62% of the portfolio, ranked #3.
Moody Lynn & Lieberson first reported a position in AVGO in Q4 2013 and has held it in 50 quarters since. The position peaked at $127M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Moody Lynn & Lieberson held 323,279 shares of Broadcom worth $100M as of Q1 2026.
- Moody Lynn & Lieberson sold 5,024 Broadcom shares in Q1 2026, an estimated $1.65M.
- Broadcom made up 5.62% of Moody Lynn & Lieberson's portfolio in Q1 2026, its #3 holding.
- Moody Lynn & Lieberson first reported a position in Broadcom in Q4 2013 and has held it in 50 quarters since.
- Moody Lynn & Lieberson's Broadcom position peaked at $127M in Q3 2025.
- 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Moody Lynn & Lieberson's 13F filing for Q1 2026, filed 13 Apr 2026.