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Kelman-Lazarov Inc’s Broadcom AVGO Stock Holding History

Kelman-Lazarov Inc’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 		$508K Buy
1,345
+114
+9% +$45.7K 0.07% 92
2026
Q1 		$381K Sell
1,231
-670
-35% -$220K 0.05% 99
2025
Q4 		$658K Buy
1,901
+1,056
+125% +$378K 0.09% 82
2025
Q3 		$279K Buy
845
+89
+12% +$27.3K 0.04% 119
2025
Q2 		$208K Buy
+756
New +$164K 0.03% 118

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 $3.38T AUM 44.17% 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

Kelman-Lazarov Inc's AVGO Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its Broadcom (AVGO) stake by 9.3% in Q2 2026, buying an estimated $45.7K and bringing the position to 1,345 shares worth $508K. The position accounts for 0.07% of the portfolio, ranked #92.

Kelman-Lazarov Inc first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $658K in Q4 2025. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Kelman-Lazarov Inc held 1,345 shares of Broadcom worth $508K as of Q2 2026.
  • Kelman-Lazarov Inc bought 114 Broadcom shares in Q2 2026, an estimated $45.7K.
  • Broadcom made up 0.07% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #92 holding.
  • Kelman-Lazarov Inc first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Kelman-Lazarov Inc's Broadcom position peaked at $658K in Q4 2025.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.