KJWM
AVGO icon

Kiley Juergens Wealth Management’s Broadcom AVGO Stock Holding History

Kiley Juergens 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 		$19.7M Sell
52,119
-451
-0.9% -$181K 3.08% 8
2026
Q1 		$16.3M Sell
52,570
-569
-1% -$187K 2.87% 10
2025
Q4 		$18.4M Sell
53,139
-2,078
-4% -$743K 3.97% 9
2025
Q3 		$18.2M Sell
55,217
-1,301
-2% -$399K 4.01% 8
2025
Q2 		$15.6M Sell
56,518
-422
-0.7% -$91.6K 3.6% 8
2025
Q1 		$9.53M Buy
56,940
+87
+0.2% +$18.4K 2.54% 12
2024
Q4 		$13.2M Sell
56,853
-1,000
-2% -$185K 3.3% 11
2024
Q3 		$9.98M Buy
+57,853
New +$9.27M 2.59% 12
2018
Q1 		– Sell
-2,720
Closed -$69K – 124
2017
Q4 		$69K Buy
+2,720
New +$70.7K 0.06% 163

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

Kiley Juergens Wealth Management's AVGO Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its Broadcom (AVGO) stake by 0.86% in Q2 2026, selling an estimated $181K and leaving 52,119 shares worth $19.7M. The position accounts for 3.08% of the portfolio, ranked #8.

Kiley Juergens Wealth Management first reported a position in AVGO in Q4 2017 and has held it in 9 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Kiley Juergens Wealth Management held 52,119 shares of Broadcom worth $19.7M as of Q2 2026.
  • Kiley Juergens Wealth Management sold 451 Broadcom shares in Q2 2026, an estimated $181K.
  • Broadcom made up 3.08% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Kiley Juergens Wealth Management first reported a position in Broadcom in Q4 2017 and has held it in 9 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.