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IAM Advisory’s Broadcom AVGO Stock Holding History

IAM Advisory’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 		$6.48M Sell
17,150
-186
-1% -$74.6K 1.26% 15
2026
Q1 		$5.37M Sell
17,336
-644
-4% -$212K 1.2% 14
2025
Q4 		$6.22M Sell
17,980
-1,655
-8% -$592K 1.38% 13
2025
Q3 		$6.48M Sell
19,635
-739
-4% -$227K 1.46% 13
2025
Q2 		$5.62M Sell
20,374
-350
-2% -$76K 1.35% 13
2025
Q1 		$3.47M Sell
20,724
-1,569
-7% -$332K 0.9% 17
2024
Q4 		$5.17M Sell
22,293
-237
-1% -$43.8K 1.31% 15
2024
Q3 		$3.89M Sell
22,530
-990
-4% -$159K 0.98% 16
2024
Q2 		$3.78M Buy
23,520
+3,850
+20% +$540K 1.02% 17
2024
Q1 		$2.61M Sell
19,670
-300
-2% -$37.2K 0.71% 19
2023
Q4 		$2.23M Buy
19,970
+140
+0.7% +$13.3K 0.7% 19
2023
Q3 		$1.65M Buy
19,830
+360
+2% +$31.2K 0.58% 27
2023
Q2 		$1.69M Buy
19,470
+1,070
+6% +$76.3K 0.58% 24
2023
Q1 		$1.18M Buy
+18,400
New +$1.11M 0.41% 40

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

IAM Advisory's AVGO Position: Q2 2026 in Review

IAM Advisory reduced its Broadcom (AVGO) stake by 1.1% in Q2 2026, selling an estimated $74.6K and leaving 17,150 shares worth $6.48M. The position accounts for 1.26% of the portfolio, ranked #15.

IAM Advisory first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • IAM Advisory held 17,150 shares of Broadcom worth $6.48M as of Q2 2026.
  • IAM Advisory sold 186 Broadcom shares in Q2 2026, an estimated $74.6K.
  • Broadcom made up 1.26% of IAM Advisory's portfolio in Q2 2026, its #15 holding.
  • IAM Advisory first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.