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IMG Wealth Management’s Broadcom AVGO Stock Holding History

IMG 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 		$64.2K Buy
+170
New +$68.2K 0.04% 172
2026
Q1 		– Sell
-409
Closed -$142K – 518
2025
Q4 		$142K Buy
409
+128
+46% +$45.8K 0.09% 114
2025
Q3 		$92.7K Hold
281
– – 0.06% 127
2025
Q2 		$77.5K Buy
+281
New +$61K 0.06% 130

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

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

IMG Wealth Management opened a new position in Broadcom (AVGO) in Q2 2026: 170 shares worth $64.2K. The stake represents 0.04% of the portfolio and ranks #172 among its holdings. This is a return to the name: IMG Wealth Management previously reported a position in AVGO as recently as Q4 2025.

IMG Wealth Management first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. The position peaked at $142K in Q4 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • IMG Wealth Management held 170 shares of Broadcom worth $64.2K as of Q2 2026.
  • Broadcom was a new IMG Wealth Management position in Q2 2026.
  • Broadcom made up 0.04% of IMG Wealth Management's portfolio in Q2 2026, its #172 holding.
  • IMG Wealth Management first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Broadcom position peaked at $142K in Q4 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.