KFGK
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Keystone Financial Group (Kentucky)’s Broadcom AVGO Stock Holding History

Keystone Financial Group (Kentucky)’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 		$2.56M Buy
8,211
+244
+3% +$80.3K 0.18% 103
2025
Q4 		$2.76M Buy
7,967
+281
+4% +$100K 0.2% 87
2025
Q3 		$2.54M Buy
7,686
+191
+3% +$58.6K 0.19% 85
2025
Q2 		$2.07M Sell
7,495
-82
-1% -$17.8K 0.19% 96
2025
Q1 		$1.27M Buy
7,577
+63
+0.8% +$13.3K 0.13% 116
2024
Q4 		$1.74M Buy
7,514
+738
+11% +$136K 0.17% 99
2024
Q3 		$1.17M Buy
6,776
+336
+5% +$53.9K 0.15% 104
2024
Q2 		$1.03M Sell
6,440
-200
-3% -$28K 0.37% 47
2024
Q1 		$880K Buy
6,640
+1,330
+25% +$165K 0.13% 122
2023
Q4 		$593K Sell
5,310
-1,060
-17% -$100K 0.1% 136
2023
Q3 		$529K Buy
6,370
+340
+6% +$29.5K 0.09% 149
2023
Q2 		$523K Buy
+6,030
New +$430K 0.09% 150
2022
Q4 		$339K Buy
6,070
+10
+0.2% +$501 0.07% 192
2022
Q3 		$269K Buy
6,060
+120
+2% +$6.13K 0.05% 217
2022
Q2 		$289K Buy
5,940
+80
+1% +$4.49K 0.06% 213
2022
Q1 		$369K Buy
5,860
+380
+7% +$22.6K 0.06% 195
2021
Q4 		$365K Hold
5,480
– – 0.06% 207
2021
Q3 		$266K Buy
5,480
+70
+1% +$3.4K 0.05% 246
2021
Q2 		$258K Buy
5,410
+190
+4% +$8.8K 0.05% 250
2021
Q1 		$242K Hold
5,220
– – 0.05% 252
2020
Q4 		$229K Buy
+5,220
New +$204K 0.05% 240

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

Keystone Financial Group (Kentucky)'s AVGO Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Broadcom (AVGO) stake by 3.1% in Q1 2026, buying an estimated $80.3K and bringing the position to 8,211 shares worth $2.56M. The position accounts for 0.18% of the portfolio, ranked #103.

Keystone Financial Group (Kentucky) first reported a position in AVGO in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.76M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 8,211 shares of Broadcom worth $2.56M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 244 Broadcom shares in Q1 2026, an estimated $80.3K.
  • Broadcom made up 0.18% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #103 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Broadcom in Q4 2020 and has held it in 21 quarters since.
  • Keystone Financial Group (Kentucky)'s Broadcom position peaked at $2.76M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.