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KFG Wealth Management’s Broadcom AVGO Stock Holding History

KFG 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 		$1.46M Buy
3,874
+2,345
+153% +$940K 0.17% 70
2026
Q1 		$473K Sell
1,529
-905
-37% -$298K 0.06% 140
2025
Q4 		$842K Sell
2,434
-424
-15% -$152K 0.11% 89
2025
Q3 		$943K Buy
2,858
+355
+14% +$109K 0.14% 81
2025
Q2 		$690K Buy
2,503
+68
+3% +$14.8K 0.11% 103
2025
Q1 		$408K Buy
2,435
+174
+8% +$36.8K 0.07% 126
2024
Q4 		$524K Buy
2,261
+227
+11% +$42K 0.1% 108
2024
Q3 		$351K Buy
+2,034
New +$326K 0.08% 130

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

KFG Wealth Management's AVGO Position: Q2 2026 in Review

KFG Wealth Management increased its Broadcom (AVGO) stake by 153% in Q2 2026, buying an estimated $940K and bringing the position to 3,874 shares worth $1.46M. The position accounts for 0.17% of the portfolio, ranked #70.

KFG Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • KFG Wealth Management held 3,874 shares of Broadcom worth $1.46M as of Q2 2026.
  • KFG Wealth Management bought 2,345 Broadcom shares in Q2 2026, an estimated $940K.
  • Broadcom made up 0.17% of KFG Wealth Management's portfolio in Q2 2026, its #70 holding.
  • KFG Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.