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AVGO icon

KLCM Advisors’s Broadcom AVGO Stock Holding History

KLCM Advisors’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
Q1 		$12.9M Buy
41,799
+1,683
+4% +$554K 1.09% 25
2025
Q4 		$13.9M Buy
40,116
+38
+0.1% +$13.6K 1.19% 22
2025
Q3 		$13.2M Buy
40,078
+3,368
+9% +$1.03M 1.32% 22
2025
Q2 		$10.1M Hold
36,710
– – 1.08% 28
2025
Q1 		$6.15M Buy
36,710
+32,010
+681% +$6.77M 0.72% 36
2024
Q4 		$1.09M Sell
4,700
-4,040
-46% -$747K 0.13% 76
2024
Q3 		$1.51M Buy
8,740
+3,870
+79% +$620K 0.18% 64
2024
Q2 		$782K Buy
4,870
+390
+9% +$54.7K 0.1% 83
2024
Q1 		$594K Sell
4,480
-2,270
-34% -$281K 0.08% 92
2023
Q4 		$753K Buy
+6,750
New +$639K 0.12% 81

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

KLCM Advisors's AVGO Position: Q1 2026 in Review

KLCM Advisors increased its Broadcom (AVGO) stake by 4.2% in Q1 2026, buying an estimated $554K and bringing the position to 41,799 shares worth $12.9M. The position accounts for 1.09% of the portfolio, ranked #25.

KLCM Advisors first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.9M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • KLCM Advisors held 41,799 shares of Broadcom worth $12.9M as of Q1 2026.
  • KLCM Advisors bought 1,683 Broadcom shares in Q1 2026, an estimated $554K.
  • Broadcom made up 1.09% of KLCM Advisors's portfolio in Q1 2026, its #25 holding.
  • KLCM Advisors first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • KLCM Advisors's Broadcom position peaked at $13.9M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.