KWS
AVGO icon

Keystone Wealth Services’s Broadcom AVGO Stock Holding History

Keystone Wealth Services’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 		$1.51M Buy
3,992
+119
+3% +$47.7K 0.28% 88
2026
Q1 		$1.2M Sell
3,873
-328
-8% -$108K 0.26% 101
2025
Q4 		$1.45M Buy
4,201
+96
+2% +$34.3K 0.31% 65
2025
Q3 		$1.35M Buy
4,105
+55
+1% +$16.9K 0.3% 85
2025
Q2 		$1.12M Buy
4,050
+507
+14% +$110K 0.27% 91
2025
Q1 		$593K Buy
3,543
+461
+15% +$97.6K 0.16% 132
2024
Q4 		$715K Buy
3,082
+70
+2% +$12.9K 0.19% 116
2024
Q3 		$520K Buy
3,012
+1,612
+115% +$258K 0.14% 141
2024
Q2 		$225K Sell
1,400
-190
-12% -$26.6K 0.07% 214
2024
Q1 		$211K Buy
+1,590
New +$197K 0.07% 210

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 Wealth Services's AVGO Position: Q2 2026 in Review

Keystone Wealth Services increased its Broadcom (AVGO) stake by 3.1% in Q2 2026, buying an estimated $47.7K and bringing the position to 3,992 shares worth $1.51M. The position accounts for 0.28% of the portfolio, ranked #88.

Keystone Wealth Services first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Keystone Wealth Services held 3,992 shares of Broadcom worth $1.51M as of Q2 2026.
  • Keystone Wealth Services bought 119 Broadcom shares in Q2 2026, an estimated $47.7K.
  • Broadcom made up 0.28% of Keystone Wealth Services's portfolio in Q2 2026, its #88 holding.
  • Keystone Wealth Services first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.