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Impact Asset Management’s Broadcom AVGO Stock Holding History

Impact Asset 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
2025
Q1 		$7.12M Sell
42,510
-10,300
-20% -$2.18M 2.79% 8
2024
Q4 		$12.2M Sell
52,810
-10,420
-16% -$1.93M 4.84% 2
2024
Q3 		$10.9M Buy
+63,230
New +$10.1M 4.19% 5

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impact Asset Management's AVGO Position: Q1 2025 in Review

Impact Asset Management reduced its Broadcom (AVGO) stake by 20% in Q1 2025, selling an estimated $2.18M and leaving 42,510 shares worth $7.12M. The position accounts for 2.79% of the portfolio, ranked #8.

Impact Asset Management first reported a position in AVGO in Q3 2024 and has held it in 3 quarters since. The position peaked at $12.2M in Q4 2024. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • Impact Asset Management held 42,510 shares of Broadcom worth $7.12M as of Q1 2025.
  • Impact Asset Management sold 10,300 Broadcom shares in Q1 2025, an estimated $2.18M.
  • Broadcom made up 2.79% of Impact Asset Management's portfolio in Q1 2025, its #8 holding.
  • Impact Asset Management first reported a position in Broadcom in Q3 2024 and has held it in 3 quarters since.
  • Impact Asset Management's Broadcom position peaked at $12.2M in Q4 2024.
  • 3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Impact Asset Management's 13F filing for Q1 2025, filed 14 Aug 2025.