IMS Capital Management’s Broadcom AVGO Stock Holding History

IMS Capital 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 Q3	$3.46M	Hold	10,495	–	–	1.6%	14
2025 Q2	$2.89M	Sell	10,495 -1,275	-11%	-$277K	1.35%	17
2025 Q1	$1.97M	Buy	11,770 +4,836	+70%	+$1.02M	0.99%	33
2024 Q4	$1.61M	Buy	6,934 +252	+4%	+$46.6K	0.75%	39
2024 Q3	$1.15M	Sell	6,682 -59,818	-90%	-$9.59M	0.52%	51
2024 Q2	$1.1M	Buy	66,500 +60,450	+999%	+$8.47M	0.51%	51
2024 Q1	$802K	Hold	6,050	–	–	0.37%	68
2023 Q4	$675K	Hold	6,050	–	–	0.33%	74
2023 Q3	$503K	Buy	6,050 +120	+2%	+$10.4K	0.3%	79
2023 Q2	$514K	Buy	+5,930	New	+$423K	0.29%	81
2022 Q2	–	Sell	-16,300	Closed	-$1.03M	–	139
2022 Q1	$1.03M	Hold	16,300	–	–	0.54%	51
2021 Q4	$1.08M	Hold	16,300	–	–	0.56%	52
2021 Q3	$790K	Hold	16,300	–	–	0.46%	59
2021 Q2	$777K	Sell	16,300 -4,800	-23%	-$222K	0.46%	59
2021 Q1	$978K	Buy	+21,100	New	+$976K	0.62%	44

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

IMS Capital Management's AVGO Position: Q3 2025 in Review

IMS Capital Management held its Broadcom (AVGO) position steady in Q3 2025 at 10,495 shares worth $3.46M. The position accounts for 1.6% of the portfolio, ranked #14.

IMS Capital Management first reported a position in AVGO in Q1 2021 and has held it in 15 quarters since. 4,289 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

IMS Capital Management held 10,495 shares of Broadcom worth $3.46M as of Q3 2025.
IMS Capital Management left its Broadcom share count unchanged in Q3 2025.
Broadcom made up 1.6% of IMS Capital Management's portfolio in Q3 2025, its #14 holding.
IMS Capital Management first reported a position in Broadcom in Q1 2021 and has held it in 15 quarters since.
4,289 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.