IMA Advisory Services’s Broadcom AVGO Stock Holding History

IMA Advisory Services’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	$3.11M	Sell	10,037 -124	-1%	-$40.8K	0.3%	70
2025 Q4	$3.52M	Buy	10,161 +97	+1%	+$34.7K	0.34%	67
2025 Q3	$3.32M	Hold	10,064	–	–	0.33%	64
2025 Q2	$2.77M	Buy	10,064 +735	+8%	+$160K	0.3%	67
2025 Q1	$1.56M	Buy	9,329 +144	+2%	+$30.5K	0.19%	90
2024 Q4	$2.13M	Buy	9,185 +7,890	+609%	+$1.46M	0.26%	73
2024 Q3	$223K	Buy	+1,295	New	+$208K	0.05%	135
2023 Q4	–	Sell	-1,440	Closed	-$120K	–	80
2023 Q3	$120K	Hold	1,440	–	–	0.03%	152
2023 Q2	$125K	Buy	1,440 +1,020	+243%	+$72.7K	0.03%	149
2023 Q1	$26.9K	Hold	420	–	–	0.01%	199
2022 Q4	$23.5K	Sell	420 -10	-2%	-$501	0.01%	215
2022 Q3	$19K	Buy	430 +10	+2%	+$511	0.01%	220
2022 Q2	$20K	Hold	420	–	–	﹤0.01%	225
2022 Q1	$26K	Hold	420	–	–	0.01%	185
2021 Q4	$28K	Hold	420	–	–	0.01%	192
2021 Q3	$20K	Hold	420	–	–	﹤0.01%	198
2021 Q2	$20K	Hold	420	–	–	﹤0.01%	196
2021 Q1	$19K	Hold	420	–	–	﹤0.01%	203
2020 Q4	$18K	Sell	420 -40	-9%	-$1.56K	0.01%	184
2020 Q3	$17K	Buy	460 +40	+10%	+$1.34K	0.01%	182
2020 Q2	$13K	Hold	420	–	–	﹤0.01%	192
2020 Q1	$10K	Hold	420	–	–	﹤0.01%	203
2019 Q4	$13K	Hold	420	–	–	﹤0.01%	201
2019 Q3	$12K	Hold	420	–	–	﹤0.01%	201
2019 Q2	$12K	Hold	420	–	–	﹤0.01%	192
2019 Q1	$13K	Hold	420	–	–	0.01%	199
2018 Q4	$11K	Hold	420	–	–	0.01%	211
2018 Q3	$10K	Sell	420 -230	-35%	-$5.16K	﹤0.01%	221
2018 Q2	$16K	Buy	+650	New	+$15.9K	0.01%	232

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IMA Advisory Services's AVGO Position: Q1 2026 in Review

IMA Advisory Services reduced its Broadcom (AVGO) stake by 1.2% in Q1 2026, selling an estimated $40.8K and leaving 10,037 shares worth $3.11M. The position accounts for 0.3% of the portfolio, ranked #70.

IMA Advisory Services first reported a position in AVGO in Q2 2018 and has held it in 29 quarters since. The position peaked at $3.52M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

IMA Advisory Services held 10,037 shares of Broadcom worth $3.11M as of Q1 2026.
IMA Advisory Services sold 124 Broadcom shares in Q1 2026, an estimated $40.8K.
Broadcom made up 0.3% of IMA Advisory Services's portfolio in Q1 2026, its #70 holding.
IMA Advisory Services first reported a position in Broadcom in Q2 2018 and has held it in 29 quarters since.
IMA Advisory Services's Broadcom position peaked at $3.52M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.