BKM Wealth Management
AVGO icon

BKM Wealth Management’s Broadcom AVGO Stock Holding History

BKM Wealth Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.89M Sell
16,767
-2,550
-13% -$960K 1.9% 11
2026
Q2 		$7.3M Sell
19,317
-745
-4% -$299K 2.58% 7
2026
Q1 		$6.21M Buy
20,062
+402
+2% +$132K 2.27% 7
2025
Q4 		$6.8M Buy
19,660
+3,188
+19% +$1.14M 2.49% 7
2025
Q3 		$5.43M Sell
16,472
-314
-2% -$96.3K 2% 10
2025
Q2 		$4.63M Buy
16,786
+84
+0.5% +$18.2K 1.81% 11
2025
Q1 		$2.8M Buy
16,702
+4,444
+36% +$941K 1.15% 21
2024
Q4 		$2.84M Buy
12,258
+3,264
+36% +$604K 1.17% 20
2024
Q3 		$1.55M Buy
+8,994
New +$1.44M 0.63% 49
2024
Q1 		– Sell
-260
Closed -$29K – 218
2023
Q4 		$29K Buy
+260
New +$24.6K 0.01% 324

Other funds holding AVGO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

BKM Wealth Management's AVGO Position: Q3 2026 in Review

BKM Wealth Management reduced its Broadcom (AVGO) stake by 13% in Q3 2026, selling an estimated $960K and leaving 16,767 shares worth $5.89M. The position accounts for 1.9% of the portfolio, ranked #11.

BKM Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.3M in Q2 2026. 3,156 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • BKM Wealth Management held 16,767 shares of Broadcom worth $5.89M as of Q3 2026.
  • BKM Wealth Management sold 2,550 Broadcom shares in Q3 2026, an estimated $960K.
  • Broadcom made up 1.9% of BKM Wealth Management's portfolio in Q3 2026, its #11 holding.
  • BKM Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • BKM Wealth Management's Broadcom position peaked at $7.3M in Q2 2026.
  • 3,156 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.