AVGO β€” BROADCOM INC

Ownership history in INVESCO, LLC  Β·  4 quarters on record

This page tracks every 13F SEC filing in which INVESCO, LLC 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.36% (2025 Q4)
πŸ“Š Avg. % of fund
1.14%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
4

Position Intelligence

INVESCO, LLC Γ— AVGO AI Analytics

πŸ“ˆ INVESCO, LLC outperformed the S&P 500 by +91.3% annually on this AVGO position. Timing score: 67% (2/3 decisions correct). Average cost basis: $173.03. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+91.3%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 91.3% per year on this position.
3 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
2 of 3 add/trim decisions correct

πŸ’° Entry Quality
$173.03
+99.6% vs current ($345.38)

Best entry: $166.08 (2025 Q1)  Β·  Worst: $345.38 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
75%
buy-side decisions

3 adds Β· 1 trim. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ INVESCO, LLC has been actively increasing its AVGO allocation β€” a bullish signal from insiders.
Currently 1.36% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AVGO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 11,658 +375 +3.3% 1.36% $4.0M $345.38
2025 Q3 ADDED 11,283 +108 +1.0% 1.26% $3.7M $328.59
2025 Q2 REDUCED 11,175 -534 -4.6% 1.15% $3.1M $274.08
2025 Q1 INITIATED 11,709 β€” β€” 0.81% $2.0M $166.08
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