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Mount Lucas Management’s Broadcom AVGO Stock Holding History

Mount Lucas 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 		– Sell
-1,078
Closed -$334K – 168
2026
Q1 		$334K Buy
1,078
+50
+5% +$16.5K 0.12% 147
2025
Q4 		$356K Sell
1,028
-19
-2% -$6.79K 0.14% 159
2025
Q3 		$345K Sell
1,047
-80
-7% -$24.5K 0.14% 151
2025
Q2 		$311K Sell
1,127
-396
-26% -$86K 0.13% 148
2025
Q1 		$255K Buy
1,523
+49
+3% +$10.4K 0.08% 137
2024
Q4 		$342K Sell
1,474
-308
-17% -$57K 0.12% 116
2024
Q3 		$307K Buy
1,782
+42
+2% +$6.73K 0.1% 134
2024
Q2 		$27.9K Buy
+1,740
New +$244K 0.01% 154

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mount Lucas Management's AVGO Position: Q2 2026 in Review

Mount Lucas Management sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 1,078 shares — an estimated $334K sold.

Mount Lucas Management first reported a position in AVGO in Q2 2024 and held it in 8 quarters. The position peaked at $356K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Mount Lucas Management reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Mount Lucas Management sold 1,078 Broadcom shares in Q2 2026, an estimated $334K.
  • Mount Lucas Management first reported a position in Broadcom in Q2 2024 and held it in 8 quarters.
  • Mount Lucas Management's Broadcom position peaked at $356K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.