BWM
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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BKM Wealth Management's AVGO Position: Q2 2026 in Review

BKM Wealth Management reduced its Broadcom (AVGO) stake by 3.7% in Q2 2026, selling an estimated $299K and leaving 19,317 shares worth $7.3M. The position accounts for 2.58% of the portfolio, ranked #7.

BKM Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 9 quarters since. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • BKM Wealth Management held 19,317 shares of Broadcom worth $7.3M as of Q2 2026.
  • BKM Wealth Management sold 745 Broadcom shares in Q2 2026, an estimated $299K.
  • Broadcom made up 2.58% of BKM Wealth Management's portfolio in Q2 2026, its #7 holding.
  • BKM Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 9 quarters since.
  • 4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.