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BKM Wealth Management, LLC

SEC CIK
0002007263
Latest filing
Jul 29, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by BKM Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVGO overviewAll 13F holders of AVGOFull Q2 2026 holdings

Shares (Q2 2026)
19,317
Value
$7.30M
% of portfolio
2.6%
Quarters held
9
Since Q4 2023
Holdings of AVGO by BKM Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,317$7.30M2.6%−745−3.7%ReducedHolders
Q1 202620,062$6.21M2.3%+402+2.0%AddedHolders
Q4 202519,660$6.80M2.5%+3,188+19.4%AddedHolders
Q3 202516,472$5.43M2.0%−314−1.9%ReducedHolders
Q2 202516,786$4.63M1.8%+84+0.5%AddedHolders
Q1 202516,702$2.80M1.2%+4,444+36.3%AddedHolders
Q4 202412,258$2.84M1.2%+3,264+36.3%AddedHolders
Q3 20248,994$1.55M0.6%+8,994NewHolders
Q1 20240$00.0%−26−100.0%Sold outHolders
Q4 202326$29.0K<0.1%–No prior filingHolders