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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
Q2 		$534K Buy
1,413
+26
+2% +$10.4K 0.15% 99
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AIMZ Investment Advisors's AVGO Position: Q2 2026 in Review

AIMZ Investment Advisors increased its Broadcom (AVGO) stake by 1.9% in Q2 2026, buying an estimated $10.4K and bringing the position to 1,413 shares worth $534K. The position accounts for 0.15% of the portfolio, ranked #99.

AIMZ Investment Advisors first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • AIMZ Investment Advisors held 1,413 shares of Broadcom worth $534K as of Q2 2026.
  • AIMZ Investment Advisors bought 26 Broadcom shares in Q2 2026, an estimated $10.4K.
  • Broadcom made up 0.15% of AIMZ Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • AIMZ Investment Advisors first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.