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Broadcom shares owned by KWMG

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by KWMG from 13F filings

Historical chart of KWMG investment in Broadcom

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All positions including Broadcom held by KWMG consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by KWMG

Quarter filed Position value Share count Share price at filing
2025-09-30 $264k 799 329.91
2025-06-30 $216k 782 275.65
2018-06-30 $4.0k 15 266.67

More positions owned by KWMG

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Tips Bd Etf (TIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for KWMG

Top funds holding Broadcom

Vanguard Group
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Capital World Investors
FMR
Geode Capital Management
Jpmorgan Chase & Co
Capital Research Global Investors
Morgan Stanley
Northern Trust
Wellington Management Company
Goldman Sachs Group
Invesco
Nuveen

View all funds holding Broadcom