AVGO β€” BROADCOM INC

Ownership history in LUTS & GREENLEIGH GROUP, INC.  Β·  7 quarters on record

AI Ownership Summary

LUTS & GREENLEIGH GROUP, INC. reported BROADCOM INC (AVGO) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.08% in 2025 Q4. The latest visible filing shows AVGO at 1.08% 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 LUTS & GREENLEIGH GROUP, INC.'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 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% 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
2024 Q2 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 LUTS & GREENLEIGH GROUP, INC. held AVGO β€” position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 3,665 +67 +1.9% 1.08% $1.3M 2026-02-14 (Est.) $324.49
2025 Q3 ADDED 3,598 +193 +5.7% 1.07% $1.2M 2025-11-07 $348.03
2025 Q2 ADDED 3,405 +44 +1.3% 0.90% $939K 2025-07-11 $272.82
2025 Q1 ADDED 3,361 +82 +2.5% 0.56% $563K 2025-05-14 $230.25
2024 Q4 REDUCED 3,279 -110 -3.2% 0.75% $760K 2025-01-17 $234.82
2024 Q3 ADDED 3,389 +3,123 +1174.1% 0.56% $585K 2024-10-15 $173.57
2024 Q2 INITIATED 266 β€” β€” 0.44% $426K 2024-08-09 $145.75

FAQ About LUTS & GREENLEIGH GROUP, 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 LUTS & GREENLEIGH GROUP, INC. reported owning AVGO?

LUTS & GREENLEIGH GROUP, INC. reported AVGO across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported AVGO position in LUTS & GREENLEIGH GROUP, INC.'s portfolio?

The largest reported portfolio weight for AVGO was 1.08% in 2025 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when LUTS & GREENLEIGH GROUP, INC. reported 3,665 shares, equal to 1.08% of portfolio, with an estimated market value of $1.3M.

What does the chart on this AVGO ownership page compare?

The chart compares LUTS & GREENLEIGH GROUP, 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.

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