IBEX Wealth Advisors’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 | $45.3M | Sell |
146,252
-22,002
| -13% | -$7.24M | 4.22% | 2 |
|
|
2025
Q4 | $58.2M | Sell |
168,254
-3,131
| -2% | -$1.12M | 5.7% | 2 |
|
|
2025
Q3 | $56.5M | Buy |
171,385
+2,107
| +1% | +$646K | 5.42% | 2 |
|
|
2025
Q2 | $46.7M | Buy |
169,278
+17,409
| +11% | +$3.78M | 4.98% | 2 |
|
|
2025
Q1 | $25.4M | Sell |
151,869
-18,308
| -11% | -$3.87M | 3.36% | 4 |
|
|
2024
Q4 | $39.5M | Buy |
+170,177
| New | +$31.5M | 4.65% | 2 |
|
|
2024
Q3 | – | Sell |
-211,270
| Closed | -$33.9M | – | 89 |
|
|
2024
Q2 | $33.9M | Buy |
211,270
+30,690
| +17% | +$4.3M | 5.29% | 2 |
|
|
2024
Q1 | $10.1M | Buy |
180,580
+180,400
| +100,222% | +$22.4M | 2.74% | 7 |
|
|
2023
Q4 | $20.5K | Sell |
180
-181,560
| -100% | -$17.2M | 4.45% | 4 |
|
|
2023
Q3 | $15.1M | Buy |
+181,740
| New | +$15.8M | 3.84% | 4 |
|
|
2023
Q1 | $11.7M | Buy |
181,810
+1,230
| +0.7% | +$74K | 3.02% | 4 |
|
|
2022
Q4 | $10.1M | Buy |
180,580
+33,160
| +22% | +$1.66M | 2.28% | 7 |
|
|
2022
Q3 | $6.55M | Sell |
147,420
-1,320
| -0.9% | -$67.4K | 1.7% | 17 |
|
|
2022
Q2 | $7.23M | Sell |
148,740
-27,330
| -16% | -$1.53M | 1.66% | 13 |
|
|
2022
Q1 | $11.1M | Buy |
176,070
+36,030
| +26% | +$2.14M | 2.12% | 7 |
|
|
2021
Q4 | $9.32M | Buy |
140,040
+2,590
| +2% | +$146K | 1.65% | 9 |
|
|
2021
Q3 | $6.67M | Buy |
137,450
+2,460
| +2% | +$120K | 1.28% | 17 |
|
|
2021
Q2 | $6.44M | Buy |
134,990
+3,780
| +3% | +$175K | 1.29% | 16 |
|
|
2021
Q1 | $6.08M | Buy |
131,210
+4,180
| +3% | +$193K | 1.5% | 16 |
|
|
2020
Q4 | $5.56M | Buy |
127,030
+3,820
| +3% | +$149K | 1.45% | 21 |
|
|
2020
Q3 | $4.49M | Buy |
123,210
+2,840
| +2% | +$95.1K | 1.3% | 26 |
|
|
2020
Q2 | $3.8M | Buy |
+120,370
| New | +$3.37M | 1.22% | 29 |
|
|
2019
Q3 | – | Sell |
-1,840
| Closed | -$53K | – | 109 |
|
|
2019
Q2 | $53K | Buy |
+1,840
| New | +$53.6K | 0.02% | 215 |
|
|
2018
Q1 | – | Sell |
-78,950
| Closed | -$2.15M | – | 89 |
|
|
2017
Q4 | $2.15M | Buy |
78,950
+2,740
| +4% | +$71.2K | 0.95% | 44 |
|
|
2017
Q3 | $1.88M | Buy |
76,210
+1,400
| +2% | +$34.6K | 0.7% | 60 |
|
|
2017
Q2 | $1.81M | Buy |
74,810
+32,730
| +78% | +$759K | 0.71% | 59 |
|
|
2017
Q1 | $914K | Buy |
42,080
+40,930
| +3,559% | +$843K | 0.56% | 53 |
|
|
2016
Q4 | $22K | Buy |
+1,150
| New | +$19.9K | 0.01% | 218 |
|
Other funds holding AVGO
VCM
VPM
IBEX Wealth Advisors's AVGO Position: Q1 2026 in Review
IBEX Wealth Advisors reduced its Broadcom (AVGO) stake by 13% in Q1 2026, selling an estimated $7.24M and leaving 146,252 shares worth $45.3M. The position accounts for 4.22% of the portfolio, ranked #2.
IBEX Wealth Advisors first reported a position in AVGO in Q4 2016 and has held it in 28 quarters since. The position peaked at $58.2M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- IBEX Wealth Advisors held 146,252 shares of Broadcom worth $45.3M as of Q1 2026.
- IBEX Wealth Advisors sold 22,002 Broadcom shares in Q1 2026, an estimated $7.24M.
- Broadcom made up 4.22% of IBEX Wealth Advisors's portfolio in Q1 2026, its #2 holding.
- IBEX Wealth Advisors first reported a position in Broadcom in Q4 2016 and has held it in 28 quarters since.
- IBEX Wealth Advisors's Broadcom position peaked at $58.2M in Q4 2025.
- 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.