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AIMZ Investment Advisors’s Broadcom AVGO Stock Holding History

AIMZ Investment Advisors’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
Q1 		$429K Buy
1,387
+97
+8% +$31.9K 0.13% 100
2025
Q4 		$446K Hold
1,290
– – 0.13% 100
2025
Q3 		$426K Hold
1,290
– – 0.13% 97
2025
Q2 		$356K Hold
1,290
– – 0.12% 104
2025
Q1 		$216K Hold
1,290
– – 0.08% 119
2024
Q4 		$299K Hold
1,290
– – 0.1% 103
2024
Q3 		$223K Hold
1,290
– – 0.08% 116
2024
Q2 		$207K Buy
+1,290
New +$181K 0.07% 115

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AIMZ Investment Advisors's AVGO Position: Q1 2026 in Review

AIMZ Investment Advisors increased its Broadcom (AVGO) stake by 7.5% in Q1 2026, buying an estimated $31.9K and bringing the position to 1,387 shares worth $429K. The position accounts for 0.13% of the portfolio, ranked #100.

AIMZ Investment Advisors first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $446K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • AIMZ Investment Advisors held 1,387 shares of Broadcom worth $429K as of Q1 2026.
  • AIMZ Investment Advisors bought 97 Broadcom shares in Q1 2026, an estimated $31.9K.
  • Broadcom made up 0.13% of AIMZ Investment Advisors's portfolio in Q1 2026, its #100 holding.
  • AIMZ Investment Advisors first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
  • AIMZ Investment Advisors's Broadcom position peaked at $446K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.