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

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.