KP
AVGO icon

Keel Point’s Broadcom AVGO Stock Holding History

Keel Point’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 		$6M Sell
19,393
-8,718
-31% -$2.87M 0.4% 40
2025
Q4 		$9.73M Buy
28,111
+676
+2% +$242K 0.59% 31
2025
Q3 		$9.05M Buy
27,435
+741
+3% +$227K 0.56% 32
2025
Q2 		$7.36M Buy
26,694
+3,903
+17% +$848K 0.49% 34
2025
Q1 		$3.82M Buy
22,791
+5,096
+29% +$1.08M 0.3% 67
2024
Q4 		$4.1M Buy
17,695
+2,808
+19% +$519K 0.33% 56
2024
Q3 		$2.57M Sell
14,887
-109,233
-88% -$17.5M 0.21% 81
2024
Q2 		$1.94M Buy
124,120
+113,310
+1,048% +$15.9M 0.18% 97
2024
Q1 		$1.43M Buy
10,810
+1,410
+15% +$175K 0.15% 104
2023
Q4 		$1.05M Buy
9,400
+200
+2% +$18.9K 0.13% 113
2023
Q3 		$764K Sell
9,200
-870
-9% -$75.4K 0.1% 126
2023
Q2 		$874K Buy
10,070
+1,330
+15% +$94.9K 0.12% 115
2023
Q1 		$561K Buy
8,740
+290
+3% +$17.4K 0.08% 152
2022
Q4 		$473K Buy
8,450
+2,050
+32% +$103K 0.07% 171
2022
Q3 		$284K Sell
6,400
-430
-6% -$22K 0.05% 186
2022
Q2 		$376K Buy
6,830
+1,080
+19% +$60.6K 0.06% 176
2022
Q1 		$362K Buy
5,750
+170
+3% +$10.1K 0.05% 185
2021
Q4 		$372K Buy
5,580
+80
+1% +$4.5K 0.04% 185
2021
Q3 		$267K Buy
5,500
+360
+7% +$17.5K 0.03% 211
2021
Q2 		$245K Buy
5,140
+140
+3% +$6.49K 0.03% 228
2021
Q1 		$232K Buy
5,000
+310
+7% +$14.3K 0.02% 240
2020
Q4 		$205K Buy
+4,690
New +$183K 0.02% 233

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Keel Point's AVGO Position: Q1 2026 in Review

Keel Point reduced its Broadcom (AVGO) stake by 31% in Q1 2026, selling an estimated $2.87M and leaving 19,393 shares worth $6M. The position accounts for 0.4% of the portfolio, ranked #40.

Keel Point first reported a position in AVGO in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.73M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Keel Point held 19,393 shares of Broadcom worth $6M as of Q1 2026.
  • Keel Point sold 8,718 Broadcom shares in Q1 2026, an estimated $2.87M.
  • Broadcom made up 0.4% of Keel Point's portfolio in Q1 2026, its #40 holding.
  • Keel Point first reported a position in Broadcom in Q4 2020 and has held it in 22 quarters since.
  • Keel Point's Broadcom position peaked at $9.73M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.