KMT Wealth Management
AVGO icon

KMT Wealth Management’s Broadcom AVGO Stock Holding History

KMT Wealth Management’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
Q3 		$277K Hold
790
– – 0.13% 15
2026
Q2 		$298K Hold
790
– – 0.14% 14
2026
Q1 		$245K Sell
790
-200
-20% -$65.8K 0.13% 15
2025
Q4 		$343K Hold
990
– – 0.18% 12
2025
Q3 		$327K Hold
990
– – 0.18% 12
2025
Q2 		$273K Buy
+990
New +$215K 0.16% 14
2025
Q1 		– Sell
-990
Closed -$230K – 17
2024
Q4 		$230K Buy
+990
New +$183K 0.18% 12

Other funds holding AVGO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

KMT Wealth Management's AVGO Position: Q3 2026 in Review

KMT Wealth Management held its Broadcom (AVGO) position steady in Q3 2026 at 790 shares worth $277K. The position accounts for 0.13% of the portfolio, ranked #15.

KMT Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $343K in Q4 2025. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • KMT Wealth Management held 790 shares of Broadcom worth $277K as of Q3 2026.
  • KMT Wealth Management left its Broadcom share count unchanged in Q3 2026.
  • Broadcom made up 0.13% of KMT Wealth Management's portfolio in Q3 2026, its #15 holding.
  • KMT Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • KMT Wealth Management's Broadcom position peaked at $343K in Q4 2025.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on KMT Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.