IMG Wealth Management
AVGO icon

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
Q3 		$247K Buy
704
+534
+314% +$201K 0.13% 87
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

IMG Wealth Management's AVGO Position: Q3 2026 in Review

IMG Wealth Management increased its Broadcom (AVGO) stake by 314% in Q3 2026, buying an estimated $201K and bringing the position to 704 shares worth $247K. The position accounts for 0.13% of the portfolio, ranked #87.

IMG Wealth Management first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 3,212 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • IMG Wealth Management held 704 shares of Broadcom worth $247K as of Q3 2026.
  • IMG Wealth Management bought 534 Broadcom shares in Q3 2026, an estimated $201K.
  • Broadcom made up 0.13% of IMG Wealth Management's portfolio in Q3 2026, its #87 holding.
  • IMG Wealth Management first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 3,212 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.