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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BKM Wealth Management's AVGO Position: Q1 2026 in Review

BKM Wealth Management increased its Broadcom (AVGO) stake by 2% in Q1 2026, buying an estimated $132K and bringing the position to 20,062 shares worth $6.21M. The position accounts for 2.27% of the portfolio, ranked #7.

BKM Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 8 quarters since. The position peaked at $6.8M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

BKM Wealth Management held 20,062 shares of Broadcom worth $6.21M as of Q1 2026.
BKM Wealth Management bought 402 Broadcom shares in Q1 2026, an estimated $132K.
Broadcom made up 2.27% of BKM Wealth Management's portfolio in Q1 2026, its #7 holding.
BKM Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 8 quarters since.
BKM Wealth Management's Broadcom position peaked at $6.8M in Q4 2025.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.