KWM
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Keebeck Wealth Management’s Broadcom AVGO Stock Holding History

Keebeck 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 		$12M Buy
31,765
+445
+1% +$178K 1.17% 15
2026
Q1 		$9.69M Buy
31,320
+1,280
+4% +$421K 1.09% 20
2025
Q4 		$10.4M Buy
30,040
+285
+1% +$102K 1.2% 16
2025
Q3 		$9.82M Sell
29,755
-2,754
-8% -$845K 1.16% 16
2025
Q2 		$8.96M Buy
32,509
+32
+0.1% +$6.95K 1.17% 18
2025
Q1 		$5.44M Sell
32,477
-9,683
-23% -$2.05M 0.8% 32
2024
Q4 		$9.77M Sell
42,160
-445
-1% -$82.3K 1.41% 16
2024
Q3 		$7.35M Sell
42,605
-1,195
-3% -$192K 1.06% 20
2024
Q2 		$7.03M Sell
43,800
-7,170
-14% -$1M 1.03% 22
2024
Q1 		$6.76M Sell
50,970
-6,570
-11% -$814K 0.99% 22
2023
Q4 		$6.42M Sell
57,540
-1,900
-3% -$180K 1.06% 19
2023
Q3 		$4.94M Buy
59,440
+870
+1% +$75.4K 0.86% 26
2023
Q2 		$5.08M Sell
58,570
-13,130
-18% -$936K 0.7% 39
2023
Q1 		$4.6M Buy
71,700
+4,800
+7% +$289K 0.74% 36
2022
Q4 		$3.74M Buy
66,900
+3,510
+6% +$176K 0.66% 37
2022
Q3 		$2.81M Buy
63,390
+6,770
+12% +$346K 0.54% 45
2022
Q2 		$2.75M Buy
56,620
+9,310
+20% +$523K 0.53% 41
2022
Q1 		$2.98M Buy
47,310
+6,330
+15% +$376K 0.49% 43
2021
Q4 		$2.73M Buy
40,980
+4,880
+14% +$274K 0.49% 52
2021
Q3 		$1.75M Buy
36,100
+5,890
+19% +$286K 0.35% 68
2021
Q2 		$1.44M Buy
30,210
+1,170
+4% +$54.2K 0.21% 92
2021
Q1 		$1.35M Buy
29,040
+560
+2% +$25.9K 0.21% 86
2020
Q4 		$1.25M Buy
28,480
+6,230
+28% +$243K 0.22% 79
2020
Q3 		$810K Buy
22,250
+9,760
+78% +$327K 0.17% 95
2020
Q2 		$394K Buy
+12,490
New +$350K 0.12% 125

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

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

Keebeck Wealth Management increased its Broadcom (AVGO) stake by 1.4% in Q2 2026, buying an estimated $178K and bringing the position to 31,765 shares worth $12M. The position accounts for 1.17% of the portfolio, ranked #15.

Keebeck Wealth Management first reported a position in AVGO in Q2 2020 and has held it in 25 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Keebeck Wealth Management held 31,765 shares of Broadcom worth $12M as of Q2 2026.
  • Keebeck Wealth Management bought 445 Broadcom shares in Q2 2026, an estimated $178K.
  • Broadcom made up 1.17% of Keebeck Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Keebeck Wealth Management first reported a position in Broadcom in Q2 2020 and has held it in 25 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.