AVGO — BROADCOM INC

Ownership history in Carmel Capital Management L.L.C.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Carmel Capital Management L.L.C. reported a position in BROADCOM INC (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
14.99% (2025 Q4)
Avg. % of fund
10.63%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 142,930 -4,520 -3.1% 14.99% $49.5M $346.10
2025 Q3 REDUCED 147,450 -8,210 -5.3% 14.79% $48.6M $329.28
2025 Q2 REDUCED 155,660 -70 -0.0% 14.47% $42.9M $274.65
2025 Q1 REDUCED 155,730 -11,845 -7.1% 10.59% $26.1M $166.43
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVGO price (monthly, adj. close)

Other funds also holding AVGO

As of 2025 Q4 — sorted by position size

Kirkoswald Asset Management LLC 3Y 36.56% Oxbow Capital Management (HK) Ltd 3Y 23.89% Milestone Resources Group Ltd 3Y 7Y 20.46% CSU Producer Resources, Inc. 3Y 7Y 19.66% Crescent Park Management, L.P. 3Y 7Y 19.38% Grand Alliance Asset Management Ltd 16.04% Integrated Financial Solutions, Inc. 15.28% Investment Insight Wealth Management, LLC 14.86% Glass Wealth Management Co LLC 13.38% Berry Wealth Group, LP 13.15%
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