KLI
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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
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 $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

Kelman-Lazarov Inc's AVGO Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its Broadcom (AVGO) stake by 35% in Q1 2026, selling an estimated $220K and leaving 1,231 shares worth $381K. The position accounts for 0.05% of the portfolio, ranked #99.

Kelman-Lazarov Inc first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. The position peaked at $658K in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Kelman-Lazarov Inc held 1,231 shares of Broadcom worth $381K as of Q1 2026.
  • Kelman-Lazarov Inc sold 670 Broadcom shares in Q1 2026, an estimated $220K.
  • Broadcom made up 0.05% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #99 holding.
  • Kelman-Lazarov Inc first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • Kelman-Lazarov Inc's Broadcom position peaked at $658K in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.