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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
Q2 		$2.42M Buy
6,413
+1,418
+28% +$569K 0.62% 24
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
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 $3.37T AUM 44.26% 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

Keystone Financial Services (Colorado)'s AVGO Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its Broadcom (AVGO) stake by 28% in Q2 2026, buying an estimated $569K and bringing the position to 6,413 shares worth $2.42M. The position accounts for 0.62% of the portfolio, ranked #24.

Keystone Financial Services (Colorado) first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 4,844 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Keystone Financial Services (Colorado) held 6,413 shares of Broadcom worth $2.42M as of Q2 2026.
  • Keystone Financial Services (Colorado) bought 1,418 Broadcom shares in Q2 2026, an estimated $569K.
  • Broadcom made up 0.62% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #24 holding.
  • Keystone Financial Services (Colorado) first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 4,844 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.