Keener Financial Planning’s Broadcom AVGO Stock Holding History

Keener Financial Planning’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	$204K	Hold	661	–	–	0.09%	56
2025 Q4	$228K	Buy	661 +431	+187%	+$154K	0.1%	50
2025 Q3	$75K	Sell	230 -660	-74%	-$202K	0.03%	83
2025 Q2	$245K	Hold	890	–	–	0.12%	43
2025 Q1	$149K	Buy	890 +230	+35%	+$48.7K	0.1%	51
2024 Q4	$153K	Hold	660	–	–	0.09%	55
2024 Q3	$113K	Hold	660	–	–	0.07%	56
2024 Q2	$105K	Hold	660	–	–	0.07%	59
2024 Q1	$88K	Sell	660 -660	-50%	-$81.8K	0.06%	68
2023 Q4	$147K	Buy	+1,320	New	+$125K	0.11%	53

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

Keener Financial Planning's AVGO Position: Q1 2026 in Review

Keener Financial Planning held its Broadcom (AVGO) position steady in Q1 2026 at 661 shares worth $204K. The position accounts for 0.09% of the portfolio, ranked #56.

Keener Financial Planning first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $245K in Q2 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Keener Financial Planning held 661 shares of Broadcom worth $204K as of Q1 2026.
Keener Financial Planning left its Broadcom share count unchanged in Q1 2026.
Broadcom made up 0.09% of Keener Financial Planning's portfolio in Q1 2026, its #56 holding.
Keener Financial Planning first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Keener Financial Planning's Broadcom position peaked at $245K in Q2 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.