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IAG Wealth Partners’s Broadcom AVGO Stock Holding History

IAG Wealth Partners’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 		$254K Buy
821
+86
+12% +$28.3K 0.03% 114
2025
Q4 		$254K Sell
735
-18
-2% -$6.44K 0.03% 111
2025
Q3 		$249K Buy
753
+210
+39% +$64.4K 0.03% 108
2025
Q2 		$150K Hold
543
– – 0.02% 125
2025
Q1 		$90.9K Sell
543
-115
-17% -$24.3K 0.01% 150
2024
Q4 		$153K Buy
658
+138
+27% +$25.5K 0.03% 108
2024
Q3 		$89.7K Hold
520
– – 0.02% 140
2024
Q2 		$83.5K Buy
520
+70
+16% +$9.81K 0.02% 135
2024
Q1 		$59.6K Sell
450
-40
-8% -$4.96K 0.01% 155
2023
Q4 		$54.7K Buy
490
+150
+44% +$14.2K 0.01% 152
2023
Q3 		$28.2K Sell
340
-40
-11% -$3.47K 0.01% 192
2023
Q2 		$33K Buy
380
+40
+12% +$2.85K 0.01% 193
2023
Q1 		$21.8K Buy
340
+170
+100% +$10.2K 0.01% 217
2022
Q4 		$9.51K Sell
170
-90
-35% -$4.51K ﹤0.01% 291
2022
Q3 		$12K Sell
260
-50
-16% -$2.55K ﹤0.01% 250
2022
Q2 		$15K Buy
310
+50
+19% +$2.81K ﹤0.01% 231
2022
Q1 		$16K Buy
260
+90
+53% +$5.35K 0.01% 244
2021
Q4 		$11K Buy
170
+30
+21% +$1.69K ﹤0.01% 285
2021
Q3 		$7K Hold
140
– – ﹤0.01% 294
2021
Q2 		$7K Buy
140
+80
+133% +$3.71K ﹤0.01% 294
2021
Q1 		$3K Buy
+60
New +$2.77K ﹤0.01% 329

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

IAG Wealth Partners's AVGO Position: Q1 2026 in Review

IAG Wealth Partners increased its Broadcom (AVGO) stake by 12% in Q1 2026, buying an estimated $28.3K and bringing the position to 821 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #114.

IAG Wealth Partners first reported a position in AVGO in Q1 2021 and has held it in 21 quarters since. The position peaked at $254K in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • IAG Wealth Partners held 821 shares of Broadcom worth $254K as of Q1 2026.
  • IAG Wealth Partners bought 86 Broadcom shares in Q1 2026, an estimated $28.3K.
  • Broadcom made up 0.03% of IAG Wealth Partners's portfolio in Q1 2026, its #114 holding.
  • IAG Wealth Partners first reported a position in Broadcom in Q1 2021 and has held it in 21 quarters since.
  • IAG Wealth Partners's Broadcom position peaked at $254K in Q4 2025.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.