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 Q2	$330K	Buy	876 +215	+33%	+$86.2K	0.12%	46
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Keener Financial Planning's AVGO Position: Q2 2026 in Review

Keener Financial Planning increased its Broadcom (AVGO) stake by 33% in Q2 2026, buying an estimated $86.2K and bringing the position to 876 shares worth $330K. The position accounts for 0.12% of the portfolio, ranked #46.

Keener Financial Planning first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Keener Financial Planning held 876 shares of Broadcom worth $330K as of Q2 2026.
Keener Financial Planning bought 215 Broadcom shares in Q2 2026, an estimated $86.2K.
Broadcom made up 0.12% of Keener Financial Planning's portfolio in Q2 2026, its #46 holding.
Keener Financial Planning first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.