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KWMG LLC’s Broadcom AVGO Stock Holding History

KWMG LLC’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 		$320K Buy
846
+181
+27% +$72.6K 0.02% 133
2026
Q1 		$206K Buy
665
+10
+2% +$3.29K 0.02% 146
2025
Q4 		$227K Sell
655
-144
-18% -$51.5K 0.02% 145
2025
Q3 		$264K Buy
799
+17
+2% +$5.21K 0.02% 139
2025
Q2 		$216K Buy
+782
New +$170K 0.02% 143
2018
Q3 		– Sell
-150
Closed -$4K – 454
2018
Q2 		$4K Buy
+150
New +$3.68K ﹤0.01% 374

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

KWMG LLC's AVGO Position: Q2 2026 in Review

KWMG LLC increased its Broadcom (AVGO) stake by 27% in Q2 2026, buying an estimated $72.6K and bringing the position to 846 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #133.

KWMG LLC first reported a position in AVGO in Q2 2018 and has held it in 6 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • KWMG LLC held 846 shares of Broadcom worth $320K as of Q2 2026.
  • KWMG LLC bought 181 Broadcom shares in Q2 2026, an estimated $72.6K.
  • Broadcom made up 0.02% of KWMG LLC's portfolio in Q2 2026, its #133 holding.
  • KWMG LLC first reported a position in Broadcom in Q2 2018 and has held it in 6 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.