LAWOOD & CO AVGO — BROADCOM INC

Ownership history in LAWOOD & CO  ·  3 quarters on record

AI Ownership Summary

LAWOOD & CO reported BROADCOM INC (AVGO) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 1.47% in 2025 Q4. The latest visible filing shows AVGO at 1.30% 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 LAWOOD & CO'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
2026 Q2

AVGO was reported at 1.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.47% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 LAWOOD & CO fund profile LAWOOD & CO full holdings
How LAWOOD & CO 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 5,084 +429 +9.2% 1.30% $1.9M 2026-07-13 $383.35
2026 Q1 ADDED — — — 4,655 +185 +4.1% 1.34% $1.4M 2026-04-14 $379.49
2025 Q4 INITIATED — — — 4,470 — — 1.47% $1.5M 2026-02-05 $308.81

🏢 Other funds also holding AVGO

As of 2026 Q2 — sorted by position size

ASK CAPITAL MANAGEMENT, LLC 88.81% Milestone Resources Group Ltd 3Y 7Y 27.87% Haven Capital Group, Inc. 21.62% M & L Capital Management Ltd 17.96% Crescent Park Management, L.P. 3Y 7Y 17.15% Integrated Financial Solutions, Inc. 15.74% Cincinnati Specialty Underwriters Insurance CO 3Y 7Y 14.65% Investment Insight Wealth Management, LLC 14.58% Varenne Capital Partners 3Y 13.59% FUKOKU MUTUAL LIFE INSURANCE CO 3Y 7Y 13.19%

FAQ About LAWOOD & CO and AVGO

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

How long has LAWOOD & CO reported owning AVGO?

LAWOOD & CO reported AVGO across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported AVGO position in LAWOOD & CO's portfolio?

The largest reported portfolio weight for AVGO was 1.47% in 2025 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2026 Q2, when LAWOOD & CO reported 5,084 shares, equal to 1.30% of portfolio, with an estimated market value of $1.9M.

What does the chart on this AVGO ownership page compare?

The chart compares LAWOOD & CO'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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