American Institute for Advanced Investment Management’s Broadcom AVGO Stock Holding History

American Institute for Advanced Investment Management’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	$932K	Sell	2,467 -150	-6%	-$60.1K	0.54%	56
2026 Q1	$810K	Sell	2,617 -75	-3%	-$24.7K	0.52%	58
2025 Q4	$931K	Sell	2,692 -143	-5%	-$51.1K	0.6%	46
2025 Q3	$935K	Hold	2,835	–	–	0.61%	44
2025 Q2	$781K	Hold	2,835	–	–	0.55%	49
2025 Q1	$475K	Buy	2,835 +35	+1%	+$7.41K	0.36%	77
2024 Q4	$649K	Hold	2,800	–	–	0.48%	62
2024 Q3	$483K	Hold	2,800	–	–	0.35%	76
2024 Q2	$450K	Hold	2,800	–	–	0.34%	74
2024 Q1	$371K	Sell	2,800 -400	-13%	-$49.6K	0.29%	92
2023 Q4	$357K	Hold	3,200	–	–	0.32%	80
2023 Q3	$266K	Hold	3,200	–	–	0.25%	97
2023 Q2	$278K	Buy	+3,200	New	+$228K	0.24%	97
2022 Q2	–	Sell	-3,400	Closed	-$214K	–	114
2022 Q1	$214K	Hold	3,400	–	–	0.16%	109
2021 Q4	$226K	Buy	+3,400	New	+$191K	0.15%	112

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Institute for Advanced Investment Management's AVGO Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Broadcom (AVGO) stake by 5.7% in Q2 2026, selling an estimated $60.1K and leaving 2,467 shares worth $932K. The position accounts for 0.54% of the portfolio, ranked #56.

American Institute for Advanced Investment Management first reported a position in AVGO in Q4 2021 and has held it in 15 quarters since. The position peaked at $935K in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

American Institute for Advanced Investment Management held 2,467 shares of Broadcom worth $932K as of Q2 2026.
American Institute for Advanced Investment Management sold 150 Broadcom shares in Q2 2026, an estimated $60.1K.
Broadcom made up 0.54% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #56 holding.
American Institute for Advanced Investment Management first reported a position in Broadcom in Q4 2021 and has held it in 15 quarters since.
American Institute for Advanced Investment Management's Broadcom position peaked at $935K in Q3 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.