KL
AVGO icon

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
Q3 		$269K Sell
766
-80
-9% -$30.1K 0.02% 139
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

KWMG LLC's AVGO Position: Q3 2026 in Review

KWMG LLC reduced its Broadcom (AVGO) stake by 9.5% in Q3 2026, selling an estimated $30.1K and leaving 766 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #139.

KWMG LLC first reported a position in AVGO in Q2 2018 and has held it in 7 quarters since. The position peaked at $320K in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • KWMG LLC held 766 shares of Broadcom worth $269K as of Q3 2026.
  • KWMG LLC sold 80 Broadcom shares in Q3 2026, an estimated $30.1K.
  • Broadcom made up 0.02% of KWMG LLC's portfolio in Q3 2026, its #139 holding.
  • KWMG LLC first reported a position in Broadcom in Q2 2018 and has held it in 7 quarters since.
  • KWMG LLC's Broadcom position peaked at $320K in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.