AVGO β€” BROADCOM INC

Ownership history in Concord Asset Management, LLC/VA  Β·  5 quarters on record

AI Ownership Summary

Concord Asset Management, LLC/VA reported BROADCOM INC (AVGO) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.17% in 2024 Q4. The latest visible filing shows AVGO at 1.82% 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.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Concord Asset Management, LLC/VA's position in BROADCOM INC, 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 1.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.17% 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
2024 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.

How Concord Asset Management, LLC/VA held AVGO β€” position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 30,345 +256 +0.9% 1.82% $10.5M 2026-02-14 (Est.) $324.49
2025 Q3 REDUCED 30,089 -1,172 -3.7% 1.80% $9.9M 2025-11-05 $357.54
2025 Q2 ADDED 31,261 +1,476 +5.0% 1.30% $8.6M 2025-07-25 $288.53
2025 Q1 REDUCED 29,785 -12,782 -30.0% 1.16% $5.3M 2025-05-02 $202.00
2024 Q4 INITIATED 42,567 β€” β€” 2.17% $9.9M 2025-01-24 $242.00

FAQ About Concord Asset Management, LLC/VA and AVGO

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

How long has Concord Asset Management, LLC/VA reported owning AVGO?

Concord Asset Management, LLC/VA reported AVGO across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported AVGO position in Concord Asset Management, LLC/VA's portfolio?

The largest reported portfolio weight for AVGO was 2.17% in 2024 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when Concord Asset Management, LLC/VA reported 30,345 shares, equal to 1.82% of portfolio, with an estimated market value of $10.5M.

What does the chart on this AVGO ownership page compare?

The chart compares Concord Asset Management, LLC/VA'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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