Buckingham Capital Management, Inc. AVGO BROADCOM LTD

Ownership history in Buckingham Capital Management, Inc.  ·  31 quarters on record

AI Ownership Summary

Buckingham Capital Management, Inc. reported BROADCOM LTD (AVGO) in 31 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 2.87% in 2024 Q4. The latest visible filing shows AVGO at 2.87% 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 Buckingham Capital Management, Inc.'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
2024 Q4

AVGO was reported at 2.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.87% in 2024 Q4

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 2024 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.

How Buckingham Capital Management, Inc. 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 6.8% -27.6% 107,798 -7,873 -6.8% 2.87% $25.0M 2025-02-14 (Est.) $230.47
2024 Q3 ADDED 115,671 +103,034 +815.3% 2.28% $20.0M 2024-11-04 $166.25
2024 Q2 REDUCED 10.5% +7.8% 12,637 -1,487 -10.5% 2.43% $20.3M 2024-07-15 $168.52
2024 Q1 REDUCED 13.1% +24.2% 14,124 -2,123 -13.1% 2.29% $18.7M 2024-04-10 $129.59
2023 Q4 REDUCED 12.6% +21.5% 16,247 -2,351 -12.6% 2.43% $18.1M 2024-02-07 $122.67
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Buckingham Capital Management, Inc. and AVGO

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

How long has Buckingham Capital Management, Inc. reported owning AVGO?

Buckingham Capital Management, Inc. reported AVGO across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported AVGO position in Buckingham Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for AVGO was 2.87% in 2024 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2024 Q4, when Buckingham Capital Management, Inc. reported 107,798 shares, equal to 2.87% of portfolio, with an estimated market value of $25.0M.

What does the chart on this AVGO ownership page compare?

The chart compares Buckingham Capital Management, Inc.'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.

How well did Buckingham Capital Management, Inc. time their AVGO position?

Based on 13F filing dates vs. subsequent AVGO price moves, Buckingham Capital Management, Inc. correctly timed 16 out of 30 reported position changes (53%). The annualised alpha on AVGO relative to SPY over the holding period was +37.8%.

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