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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Analyst IMS Investment Management Services's AVGO Position: Q1 2026 in Review

Analyst IMS Investment Management Services reduced its Broadcom (AVGO) stake by 17% in Q1 2026, selling an estimated $2.41M and leaving 35,554 shares worth $11M. The position accounts for 0.33% of the portfolio, ranked #31.

Analyst IMS Investment Management Services first reported a position in AVGO in Q2 2019 and has held it in 28 quarters since. The position peaked at $15.8M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Analyst IMS Investment Management Services held 35,554 shares of Broadcom worth $11M as of Q1 2026.
  • Analyst IMS Investment Management Services sold 7,321 Broadcom shares in Q1 2026, an estimated $2.41M.
  • Broadcom made up 0.33% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #31 holding.
  • Analyst IMS Investment Management Services first reported a position in Broadcom in Q2 2019 and has held it in 28 quarters since.
  • Analyst IMS Investment Management Services's Broadcom position peaked at $15.8M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.