IHT Wealth Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$27.9M Sell
73,875
-2,313
-3% -$927K 0.59% 29
2026
Q1
$23.6M Buy
76,188
+5,273
+7% +$1.74M 0.55% 32
2025
Q4
$24.5M Sell
70,915
-1,898
-3% -$679K 0.6% 29
2025
Q3
$24M Sell
72,813
-5,191
-7% -$1.59M 0.61% 27
2025
Q2
$21.5M Buy
78,004
+541
+0.7% +$117K 0.59% 29
2025
Q1
$13M Buy
77,463
+14,537
+23% +$3.08M 0.41% 54
2024
Q4
$14.6M Sell
62,926
-8,348
-12% -$1.54M 0.47% 42
2024
Q3
$12.3M Buy
71,274
+3,784
+6% +$607K 0.35% 56
2024
Q2
$10.7M Buy
67,490
+6,670
+11% +$935K 0.4% 46
2024
Q1
$8.06M Sell
60,820
-1,100
-2% -$136K 0.32% 61
2023
Q4
$6.91M Sell
61,920
-2,870
-4% -$272K 0.31% 70
2023
Q3
$5.38M Buy
64,790
+3,180
+5% +$276K 0.27% 81
2023
Q2
$5.34M Buy
61,610
+5,030
+9% +$359K 0.28% 77
2023
Q1
$3.63M Buy
56,580
+4,250
+8% +$256K 0.21% 104
2022
Q4
$2.93M Buy
52,330
+1,900
+4% +$95.3K 0.18% 121
2022
Q3
$2.24M Buy
50,430
+3,770
+8% +$193K 0.17% 128
2022
Q2
$2.27M Buy
46,660
+2,660
+6% +$149K 0.2% 113
2022
Q1
$2.77M Buy
44,000
+12,020
+38% +$714K 0.21% 100
2021
Q4
$2.13M Buy
31,980
+550
+2% +$30.9K 0.16% 136
2021
Q3
$1.52M Sell
31,430
-7,330
-19% -$356K 0.12% 158
2021
Q2
$1.85M Buy
38,760
+590
+2% +$27.3K 0.12% 179
2021
Q1
$1.77M Buy
38,170
+2,250
+6% +$104K 0.13% 165
2020
Q4
$1.57M Buy
35,920
+2,090
+6% +$81.5K 0.13% 166
2020
Q3
$1.23M Sell
33,830
-360
-1% -$12.1K 0.12% 173
2020
Q2
$1.08M Sell
34,190
-4,540
-12% -$127K 0.15% 149
2020
Q1
$918K Buy
38,730
+5,410
+16% +$152K 0.13% 174
2019
Q4
$1.05M Sell
33,320
-270
-0.8% -$8.2K 0.12% 186
2019
Q3
$927K Buy
33,590
+4,840
+17% +$138K 0.13% 189
2019
Q2
$828K Sell
28,750
-260
-0.9% -$7.58K 0.12% 201
2019
Q1
$872K Sell
29,010
-800
-3% -$21.7K 0.15% 173
2018
Q4
$758K Sell
29,810
-2,400
-7% -$56.6K 0.15% 172
2018
Q3
$795K Buy
32,210
+13,580
+73% +$305K 0.17% 150
2018
Q2
$452K Buy
18,630
+3,060
+20% +$75K 0.12% 220
2018
Q1
$354K Buy
15,570
+1,070
+7% +$26.9K 0.1% 241
2017
Q4
$395K Buy
14,500
+2,130
+17% +$55.4K 0.1% 237
2017
Q3
$305K Buy
12,370
+410
+3% +$10.1K 0.13% 179
2017
Q2
$1 Buy
11,960
+1,020
+9% +$23.7K ﹤0.01% 1277
2017
Q1
$238K Buy
10,940
+150
+1% +$3.09K 0.16% 157
2016
Q4
$192K Buy
+10,790
New +$187K 0.15% 164

Other funds holding AVGO

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

IHT Wealth Management reduced its Broadcom (AVGO) stake by 3% in Q2 2026, selling an estimated $927K and leaving 73,875 shares worth $27.9M. The position accounts for 0.59% of the portfolio, ranked #29.

IHT Wealth Management first reported a position in AVGO in Q4 2016 and has held it in 39 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • IHT Wealth Management held 73,875 shares of Broadcom worth $27.9M as of Q2 2026.
  • IHT Wealth Management sold 2,313 Broadcom shares in Q2 2026, an estimated $927K.
  • Broadcom made up 0.59% of IHT Wealth Management's portfolio in Q2 2026, its #29 holding.
  • IHT Wealth Management first reported a position in Broadcom in Q4 2016 and has held it in 39 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.