KKM Financial’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.21M Hold
12,159
0.75% 61
2025
Q4
$4.21M Buy
+12,159
New +$4.35M 0.75% 61
2025
Q3
Sell
-8,140
Closed -$2.24M 141
2025
Q2
$2.24M Sell
8,140
-255
-3% -$55.4K 0.78% 54
2025
Q1
$1.41M Buy
8,395
+250
+3% +$52.9K 0.59% 58
2024
Q4
$1.89M Sell
8,145
-10
-0.1% -$1.85K 0.79% 51
2024
Q3
$1.41M Sell
8,155
-5
-0.1% -$802 0.7% 53
2024
Q2
$1.31M Buy
8,160
+100
+1% +$14K 0.62% 60
2024
Q1
$1.07M Hold
8,060
0.52% 64
2023
Q4
$900K Buy
+8,060
New +$763K 0.57% 60

Other funds holding AVGO

KKM Financial's AVGO Position: Q1 2026 in Review

KKM Financial held its Broadcom (AVGO) position steady in Q1 2026 at 12,159 shares worth $4.21M. The position accounts for 0.75% of the portfolio, ranked #61.

KKM Financial first reported a position in AVGO in Q4 2023 and has held it in 9 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • KKM Financial held 12,159 shares of Broadcom worth $4.21M as of Q1 2026.
  • KKM Financial left its Broadcom share count unchanged in Q1 2026.
  • Broadcom made up 0.75% of KKM Financial's portfolio in Q1 2026, its #61 holding.
  • KKM Financial first reported a position in Broadcom in Q4 2023 and has held it in 9 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.