AVGO — Broadcom LTD

Ownership history in BOYD WATTERSON ASSET MANAGEMENT LLC/OH  ·  38 quarters on record

AI Ownership Summary

BOYD WATTERSON ASSET MANAGEMENT LLC/OH reported Broadcom LTD (AVGO) in 38 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.9% in 2025 Q3. The latest visible filing shows AVGO at 4.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOYD WATTERSON ASSET MANAGEMENT LLC/OH's position in Broadcom LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AVGO was reported at 4.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.9% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVGO stock page BOYD WATTERSON ASSET MANAGEMENT LLC/OH fund profile BOYD WATTERSON ASSET MANAGEMENT LLC/OH full holdings
How BOYD WATTERSON ASSET MANAGEMENT LLC/OH held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 48,394 -1,494 -3.0% 4.84% $16.7M 2026-02-14 (Est.) $324.49
2025 Q3 REDUCED 49,888 -3,705 -6.9% 4.90% $16.5M 2025-11-05 $357.54
2025 Q2 REDUCED 53,593 -236 -0.4% 4.65% $14.8M 2025-08-01 $286.99
2025 Q1 REDUCED 53,829 -6,085 -10.2% 2.88% $9.0M 2025-05-06 $198.48
2024 Q4 REDUCED 59,914 -2,171 -3.5% 3.86% $13.9M 2025-02-03 $215.33
2024 Q3 ADDED 62,085 +54,486 +717.0% 2.93% $10.7M 2024-10-22 $176.93
2024 Q2 REDUCED 7,599 -136 -1.8% 3.48% $12.2M 2024-08-14 $155.02
2024 Q1 REDUCED 7,735 -83 -1.1% 3.68% $10.3M 2024-04-29 $131.18
2023 Q4 REDUCED 7,818 -36 -0.5% 3.46% $8.7M 2024-02-02 $119.47
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVGO

As of 2026 Q1 — sorted by position size

ASK CAPITAL MANAGEMENT, LLC 92.39% Haven Capital Group, Inc. 21.38% Integrated Financial Solutions, Inc. 16.44% M & L Capital Management Ltd 13.2% Carmel Capital Management L.L.C. 3Y 12.54% Berry Wealth Group, LP 12.0% Broad Peak Investment Advisers Pte Ltd 11.62% BURR FINANCIAL SERVICES, LLC 10.68% HILLMAN CO 3Y 7Y 10.54% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 8.94%

FAQ About BOYD WATTERSON ASSET MANAGEMENT LLC/OH and AVGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has BOYD WATTERSON ASSET MANAGEMENT LLC/OH reported owning AVGO?

BOYD WATTERSON ASSET MANAGEMENT LLC/OH reported AVGO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVGO position in BOYD WATTERSON ASSET MANAGEMENT LLC/OH's portfolio?

The largest reported portfolio weight for AVGO was 4.90% in 2025 Q3.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when BOYD WATTERSON ASSET MANAGEMENT LLC/OH reported 48,394 shares, equal to 4.84% of portfolio, with an estimated market value of $16.7M.

What does the chart on this AVGO ownership page compare?

The chart compares BOYD WATTERSON ASSET MANAGEMENT LLC/OH's quarterly AVGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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