AVGO BROADCOM LTD

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  29 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported BROADCOM LTD (AVGO) in 29 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 8.43% in 2024 Q4. The latest visible filing shows AVGO at 6.97% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LVM CAPITAL MANAGEMENT LTD/MI's position in BROADCOM LTD, 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 Q1

AVGO was reported at 6.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.43% 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
2023 Q4 to 2026 Q1

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 LVM CAPITAL MANAGEMENT LTD/MI 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 238,888 -1,202 -0.5% 6.97% $73.9M 2026-05-15 (Est.) $406.54
2025 Q4 REDUCED 240,090 -6,394 -2.6% 7.72% $83.1M 2026-01-12 $351.47
2025 Q3 REDUCED 246,484 -21,649 -8.1% 7.82% $81.3M 2025-10-09 $343.64
2025 Q2 REDUCED 268,133 -10,806 -3.9% 7.67% $73.9M 2025-07-02 $268.36
2025 Q1 REDUCED 278,939 -59,015 -17.5% 5.20% $46.7M 2025-04-08 $154.78
2024 Q4 ADDED 337,954 +298,819 +763.6% 8.43% $78.4M 2025-01-10 $221.84
2024 Q3 UNCHANGED 39,135 0% 7.15% $62.8M 2024-10-03 $169.54
2024 Q2 REDUCED 39,135 -1,287 -3.2% 7.15% $62.8M 2024-07-16 $166.52
2024 Q1 REDUCED 40,422 -509 -1.2% 6.33% $53.6M 2024-04-15 $128.45
2023 Q4 REDUCED 40,931 -235 -0.6% 5.85% $45.7M 2024-01-12 $108.09
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and AVGO

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning AVGO?

LVM CAPITAL MANAGEMENT LTD/MI reported AVGO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AVGO position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for AVGO was 8.43% in 2024 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 238,888 shares, equal to 6.97% of portfolio, with an estimated market value of $73.9M.

What does the chart on this AVGO ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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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