IWM
AVGO icon

Iams Wealth Management’s Broadcom AVGO Stock Holding History

Iams Wealth 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 		$3.27M Sell
8,664
-427
-5% -$171K 0.99% 28
2026
Q1 		$2.81M Buy
9,091
+1,140
+14% +$375K 0.98% 25
2025
Q4 		$2.75M Sell
7,951
-1,091
-12% -$390K 0.99% 25
2025
Q3 		$2.98M Sell
9,042
-1,524
-14% -$468K 1.2% 17
2025
Q2 		$2.91M Sell
10,566
-1,913
-15% -$415K 1.34% 13
2025
Q1 		$2.09M Buy
12,479
+3,112
+33% +$659K 0.96% 37
2024
Q4 		$2.17M Buy
9,367
+4,309
+85% +$797K 0.99% 28
2024
Q3 		$873K Buy
5,058
+1,948
+63% +$312K 0.43% 69
2024
Q2 		$499K Sell
3,110
-3,800
-55% -$533K 0.27% 95
2024
Q1 		$891K Buy
+6,910
New +$856K 0.54% 61

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

Iams Wealth Management's AVGO Position: Q2 2026 in Review

Iams Wealth Management reduced its Broadcom (AVGO) stake by 4.7% in Q2 2026, selling an estimated $171K and leaving 8,664 shares worth $3.27M. The position accounts for 0.99% of the portfolio, ranked #28.

Iams Wealth Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Iams Wealth Management held 8,664 shares of Broadcom worth $3.27M as of Q2 2026.
  • Iams Wealth Management sold 427 Broadcom shares in Q2 2026, an estimated $171K.
  • Broadcom made up 0.99% of Iams Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Iams Wealth Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.