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BKM Wealth Management, LLC → AVGO

BKM Wealth Management, LLC AVGO Position History

Broadcom Inc.

Quarters held
4
Latest value
$5.9M
Q3 2026
Peak value
$7.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.8M
Q1 2026$6.2M
Q2 2026$7.3M
Q3 2026$5.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.9M16.8K——
Q2 2026$7.3M19.3K——
Q1 2026$6.2M20.1K——
Q4 2025$6.8M19.7K——

Other funds holding AVGO

Other BKM Wealth Management, LLC positions

ETHA

ISHARES TR

$15.8M
AAPL

APPLE INC

$15.7M
VGES

VANGUARD TAX-MANAGED FDS

$15.1M
ETHA

ISHARES TR

$14M
ETHA

ISHARES TR

$13.8M
ETHA

ISHARES TR

$13.7M
ETHA

ISHARES TR

$13.6M
AAPL

APPLE INC

$13.1M