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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
Q2 		– Sell
-10,000
Closed -$3.1M – 301
2026
Q1 		$3.1M Sell
10,000
-24,000
-71% -$7.9M 0.26% 62
2025
Q4 		$165K Buy
+34,000
New +$12.2M 0.01% 245

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

KLCM Advisors's AVGO Position: Q2 2026 in Review

KLCM Advisors reduced its Broadcom (AVGO) stake by 85% in Q2 2026, selling an estimated $14.2M and leaving 6,331 shares worth $2.39M. The position accounts for 0.19% of the portfolio, ranked #78.

KLCM Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.9M in Q4 2025. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • KLCM Advisors held 6,331 shares of Broadcom worth $2.39M as of Q2 2026.
  • KLCM Advisors sold 35,468 Broadcom shares in Q2 2026, an estimated $14.2M.
  • Broadcom made up 0.19% of KLCM Advisors's portfolio in Q2 2026, its #78 holding.
  • KLCM Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • KLCM Advisors's Broadcom position peaked at $13.9M in Q4 2025.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.