KMWM
AVGO icon

Keudell/Morrison Wealth Management’s Broadcom AVGO Stock Holding History

Keudell/Morrison Wealth Management’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 		$1.67M Sell
4,416
-125
-3% -$50.1K 0.32% 55
2026
Q1 		$1.41M Buy
4,541
+60
+1% +$19.7K 0.29% 56
2025
Q4 		$1.55M Buy
+4,481
New +$1.6M 0.33% 52
2025
Q2 		$1.17M Sell
4,260
-154
-3% -$33.4K 0.26% 58
2025
Q1 		$739K Sell
4,414
-255
-5% -$54K 0.17% 81
2024
Q4 		$1.08M Sell
4,669
-242
-5% -$44.8K 0.28% 61
2024
Q3 		$847K Sell
4,911
-259
-5% -$41.5K 0.23% 74
2024
Q2 		$830K Sell
5,170
-350
-6% -$49K 0.24% 74
2024
Q1 		$732K Sell
5,520
-580
-10% -$71.9K 0.22% 84
2023
Q4 		$681K Sell
6,100
-380
-6% -$36K 0.22% 84
2023
Q3 		$538K Sell
6,480
-430
-6% -$37.3K 0.16% 93
2023
Q2 		$599K Sell
6,910
-200
-3% -$14.3K 0.17% 89
2023
Q1 		$456K Sell
7,110
-80
-1% -$4.81K 0.13% 102
2022
Q4 		$402K Buy
7,190
+890
+14% +$44.6K 0.13% 108
2022
Q3 		$280K Sell
6,300
-320
-5% -$16.3K 0.1% 142
2022
Q2 		$322K Buy
6,620
+20
+0.3% +$1.12K 0.12% 129
2022
Q1 		$416K Sell
6,600
-620
-9% -$36.8K 0.17% 111
2021
Q4 		$480K Sell
7,220
-2,260
-24% -$127K 0.19% 104
2021
Q3 		$460K Buy
9,480
+1,670
+21% +$81.2K 0.2% 108
2021
Q2 		$372K Sell
7,810
-520
-6% -$24.1K 0.2% 117
2021
Q1 		$386K Sell
8,330
-1,280
-13% -$59.2K 0.22% 111
2020
Q4 		$421K Sell
9,610
-500
-5% -$19.5K 0.27% 100
2020
Q3 		$368K Sell
10,110
-390
-4% -$13.1K 0.24% 101
2020
Q2 		$331K Buy
10,500
+650
+7% +$18.2K 0.27% 106
2020
Q1 		$234K Buy
9,850
+940
+11% +$26.5K 0.23% 118
2019
Q4 		$282K Buy
8,910
+250
+3% +$7.59K 0.2% 118
2019
Q3 		$239K Buy
8,660
+320
+4% +$9.1K 0.2% 125
2019
Q2 		$225K Buy
+8,340
New +$243K 0.2% 125

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Keudell/Morrison Wealth Management's AVGO Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Broadcom (AVGO) stake by 2.8% in Q2 2026, selling an estimated $50.1K and leaving 4,416 shares worth $1.67M. The position accounts for 0.32% of the portfolio, ranked #55.

Keudell/Morrison Wealth Management first reported a position in AVGO in Q2 2019 and has held it in 28 quarters since. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Keudell/Morrison Wealth Management held 4,416 shares of Broadcom worth $1.67M as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 125 Broadcom shares in Q2 2026, an estimated $50.1K.
  • Broadcom made up 0.32% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Keudell/Morrison Wealth Management first reported a position in Broadcom in Q2 2019 and has held it in 28 quarters since.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.