Walter & Keenan Wealth Management’s Broadcom AVGO Stock Holding History

Walter & Keenan 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 Q2	$1.68M	Buy	4,451 +74	+2%	+$29.7K	0.42%	54
2026 Q1	$1.35M	Buy	4,377 +18	+0.4%	+$5.92K	0.38%	56
2025 Q4	$1.51M	Buy	4,359 +84	+2%	+$30K	0.4%	55
2025 Q3	$1.41M	Buy	4,275 +60	+1%	+$18.4K	0.39%	59
2025 Q2	$1.16M	Buy	4,215 +1,389	+49%	+$302K	0.34%	65
2025 Q1	$473K	Buy	2,826 +850	+43%	+$180K	0.14%	110
2024 Q4	$458K	Buy	1,976 +131	+7%	+$24.2K	0.14%	112
2024 Q3	$318K	Buy	1,845 +45	+3%	+$7.21K	0.1%	123
2024 Q2	$289K	Hold	1,800	–	–	0.09%	126
2024 Q1	$239K	Hold	1,800	–	–	0.08%	127
2023 Q4	$201K	Buy	+1,800	New	+$170K	0.07%	139

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Walter & Keenan Wealth Management's AVGO Position: Q2 2026 in Review

Walter & Keenan Wealth Management increased its Broadcom (AVGO) stake by 1.7% in Q2 2026, buying an estimated $29.7K and bringing the position to 4,451 shares worth $1.68M. The position accounts for 0.42% of the portfolio, ranked #54.

Walter & Keenan Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Walter & Keenan Wealth Management held 4,451 shares of Broadcom worth $1.68M as of Q2 2026.
Walter & Keenan Wealth Management bought 74 Broadcom shares in Q2 2026, an estimated $29.7K.
Broadcom made up 0.42% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #54 holding.
Walter & Keenan Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.