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KMG Fiduciary Partners’s Broadcom AVGO Stock Holding History

KMG Fiduciary Partners’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 		$11.2M Sell
29,699
-7,681
-21% -$3.08M 1.04% 24
2026
Q1 		$11.6M Sell
37,380
-2,058
-5% -$677K 0.86% 25
2025
Q4 		$13.6M Sell
39,438
-865
-2% -$309K 0.97% 20
2025
Q3 		$13.3M Buy
40,303
+868
+2% +$266K 0.89% 23
2025
Q2 		$10.9M Buy
39,435
+2,282
+6% +$496K 0.81% 29
2025
Q1 		$6.22M Buy
37,153
+11,377
+44% +$2.41M 0.52% 55
2024
Q4 		$5.98M Buy
25,776
+10,314
+67% +$1.91M 0.49% 54
2024
Q3 		$2.67M Buy
15,462
+10,762
+229% +$1.73M 0.23% 100
2024
Q2 		$754K Sell
4,700
-40
-0.8% -$5.61K 0.07% 167
2024
Q1 		$628K Sell
4,740
-630
-12% -$78.1K 0.07% 165
2023
Q4 		$600K Buy
5,370
+130
+2% +$12.3K 0.07% 171
2023
Q3 		$435K Hold
5,240
– – 0.06% 175
2023
Q2 		$455K Sell
5,240
-970
-16% -$69.2K 0.06% 179
2023
Q1 		$398K Sell
6,210
-170
-3% -$10.2K 0.06% 186
2022
Q4 		$357K Buy
6,380
+470
+8% +$23.6K 0.06% 189
2022
Q3 		$262K Hold
5,910
– – 0.05% 173
2022
Q2 		$287K Sell
5,910
-19,920
-77% -$1.12M 0.05% 173
2022
Q1 		$1.63M Sell
25,830
-3,990
-13% -$237K 0.26% 89
2021
Q4 		$1.98M Sell
29,820
-840
-3% -$47.2K 0.31% 81
2021
Q3 		$1.49M Buy
30,660
+23,180
+310% +$1.13M 0.25% 92
2021
Q2 		$357K Buy
7,480
+2,390
+47% +$111K 0.06% 153
2021
Q1 		$236K Buy
+5,090
New +$235K 0.05% 158

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

KMG Fiduciary Partners's AVGO Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Broadcom (AVGO) stake by 21% in Q2 2026, selling an estimated $3.08M and leaving 29,699 shares worth $11.2M. The position accounts for 1.04% of the portfolio, ranked #24.

KMG Fiduciary Partners first reported a position in AVGO in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.6M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • KMG Fiduciary Partners held 29,699 shares of Broadcom worth $11.2M as of Q2 2026.
  • KMG Fiduciary Partners sold 7,681 Broadcom shares in Q2 2026, an estimated $3.08M.
  • Broadcom made up 1.04% of KMG Fiduciary Partners's portfolio in Q2 2026, its #24 holding.
  • KMG Fiduciary Partners first reported a position in Broadcom in Q1 2021 and has held it in 22 quarters since.
  • KMG Fiduciary Partners's Broadcom position peaked at $13.6M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.