Klingman & Associates’s Broadcom AVGO Stock Holding History

Klingman & Associates’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	$4.31M	Buy	13,912 +758	+6%	+$249K	0.21%	51
2025 Q4	$4.55M	Buy	13,154 +519	+4%	+$186K	0.22%	48
2025 Q3	$4.17M	Buy	12,635 +1,303	+11%	+$400K	0.21%	51
2025 Q2	$3.12M	Buy	11,332 +2,712	+31%	+$589K	0.17%	58
2025 Q1	$1.44M	Buy	8,620 +150	+2%	+$31.7K	0.09%	88
2024 Q4	$1.96M	Buy	8,470 +389	+5%	+$71.9K	0.12%	74
2024 Q3	$1.39M	Buy	8,081 +2,771	+52%	+$444K	0.09%	89
2024 Q2	$853K	Buy	5,310 +500	+10%	+$70.1K	0.06%	105
2024 Q1	$638K	Buy	4,810 +140	+3%	+$17.3K	0.04%	123
2023 Q4	$521K	Sell	4,670 -3,410	-42%	-$323K	0.04%	130
2023 Q3	$671K	Buy	8,080 +4,950	+158%	+$429K	0.05%	117
2023 Q2	$272K	Buy	+3,130	New	+$223K	0.02%	176

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Klingman & Associates's AVGO Position: Q1 2026 in Review

Klingman & Associates increased its Broadcom (AVGO) stake by 5.8% in Q1 2026, buying an estimated $249K and bringing the position to 13,912 shares worth $4.31M. The position accounts for 0.21% of the portfolio, ranked #51.

Klingman & Associates first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.55M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Klingman & Associates held 13,912 shares of Broadcom worth $4.31M as of Q1 2026.
Klingman & Associates bought 758 Broadcom shares in Q1 2026, an estimated $249K.
Broadcom made up 0.21% of Klingman & Associates's portfolio in Q1 2026, its #51 holding.
Klingman & Associates first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
Klingman & Associates's Broadcom position peaked at $4.55M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.