Keystone Financial Services (Colorado)’s Broadcom AVGO Stock Holding History

Keystone Financial Services (Colorado)’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	$1.55M	Buy	4,995 +401	+9%	+$132K	0.45%	31
2025 Q4	$1.59M	Buy	4,594 +106	+2%	+$37.9K	0.48%	30
2025 Q3	$1.48M	Hold	4,488	–	–	0.46%	30
2025 Q2	$1.24M	Buy	4,488 +1,663	+59%	+$361K	0.42%	31
2025 Q1	$473K	Buy	2,825 +960	+51%	+$203K	0.18%	63
2024 Q4	$432K	Buy	1,865 +325	+21%	+$60.1K	0.17%	61
2024 Q3	$266K	Buy	+1,540	New	+$247K	0.1%	74

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Keystone Financial Services (Colorado)'s AVGO Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its Broadcom (AVGO) stake by 8.7% in Q1 2026, buying an estimated $132K and bringing the position to 4,995 shares worth $1.55M. The position accounts for 0.45% of the portfolio, ranked #31.

Keystone Financial Services (Colorado) first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Keystone Financial Services (Colorado) held 4,995 shares of Broadcom worth $1.55M as of Q1 2026.
Keystone Financial Services (Colorado) bought 401 Broadcom shares in Q1 2026, an estimated $132K.
Broadcom made up 0.45% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #31 holding.
Keystone Financial Services (Colorado) first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
Keystone Financial Services (Colorado)'s Broadcom position peaked at $1.59M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.