Analyst IMS Investment Management Services’s Broadcom AVGO Stock Holding History

Analyst IMS Investment Management Services’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	$13.5M	Buy	35,853 +299	+0.8%	+$120K	0.31%	34
2026 Q1	$11M	Sell	35,554 -7,321	-17%	-$2.41M	0.33%	31
2025 Q4	$14.8M	Sell	42,875 -4,878	-10%	-$1.74M	0.43%	28
2025 Q3	$15.8M	Buy	47,753 +5,542	+13%	+$1.7M	0.49%	23
2025 Q2	$11.6M	Buy	42,211 +772	+2%	+$168K	0.4%	26
2025 Q1	$6.94M	Sell	41,439 -16,403	-28%	-$3.47M	0.27%	30
2024 Q4	$13.4M	Buy	57,842 +6,484	+13%	+$1.2M	0.49%	21
2024 Q3	$8.86M	Buy	51,358 +10,688	+26%	+$1.71M	0.34%	25
2024 Q2	$6.53M	Buy	40,670 +17,350	+74%	+$2.43M	0.27%	26
2024 Q1	$3.09M	Buy	23,320 +940	+4%	+$116K	0.13%	34
2023 Q4	$2.5M	Buy	22,380 +1,080	+5%	+$102K	0.13%	36
2023 Q3	$1.77M	Buy	21,300 +250	+1%	+$21.7K	0.11%	36
2023 Q2	$1.82M	Buy	21,050 +180	+0.9%	+$12.8K	0.12%	36
2023 Q1	$1.32M	Sell	20,870 -980	-4%	-$59K	0.1%	40
2022 Q4	$1.22M	Hold	21,850	–	–	0.1%	48
2022 Q3	$984K	Sell	21,850 -1,150	-5%	-$58.8K	0.1%	57
2022 Q2	$1.12M	Sell	23,000 -1,500	-6%	-$84.2K	0.11%	57
2022 Q1	$1.54M	Sell	24,500 -1,700	-6%	-$101K	0.14%	50
2021 Q4	$1.74M	Sell	26,200 -400	-2%	-$22.5K	0.17%	57
2021 Q3	$1.29M	Sell	26,600 -30	-0.1%	-$1.46K	0.16%	61
2021 Q2	$1.27M	Buy	26,630 +7,030	+36%	+$326K	0.15%	62
2021 Q1	$909K	Sell	19,600 -3,900	-17%	-$180K	0.12%	68
2020 Q4	$1.57M	Hold	23,500	–	–	0.26%	43
2020 Q3	$1.34M	Buy	23,500 +5,500	+31%	+$184K	0.27%	40
2020 Q2	$568K	Buy	18,000 +5,000	+38%	+$140K	0.13%	68
2020 Q1	$308K	Sell	13,000 -1,500	-10%	-$42.3K	0.1%	78
2019 Q4	$458K	Hold	14,500	–	–	0.12%	82
2019 Q3	$402K	Hold	14,500	–	–	0.12%	82
2019 Q2	$417K	Buy	+14,500	New	+$423K	0.12%	78

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

Analyst IMS Investment Management Services's AVGO Position: Q2 2026 in Review

Analyst IMS Investment Management Services increased its Broadcom (AVGO) stake by 0.84% in Q2 2026, buying an estimated $120K and bringing the position to 35,853 shares worth $13.5M. The position accounts for 0.31% of the portfolio, ranked #34.

Analyst IMS Investment Management Services first reported a position in AVGO in Q2 2019 and has held it in 29 quarters since. The position peaked at $15.8M in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Analyst IMS Investment Management Services held 35,853 shares of Broadcom worth $13.5M as of Q2 2026.
Analyst IMS Investment Management Services bought 299 Broadcom shares in Q2 2026, an estimated $120K.
Broadcom made up 0.31% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #34 holding.
Analyst IMS Investment Management Services first reported a position in Broadcom in Q2 2019 and has held it in 29 quarters since.
Analyst IMS Investment Management Services's Broadcom position peaked at $15.8M in Q3 2025.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.