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Inman Jager Wealth Management’s Broadcom AVGO Stock Holding History

Inman Jager 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
Q1 		$731K Hold
2,361
– – 0.43% 57
2025
Q4 		$817K Sell
2,361
-682
-22% -$244K 0.5% 52
2025
Q3 		$1M Sell
3,043
-141
-4% -$43.3K 0.64% 49
2025
Q2 		$878K Sell
3,184
-13
-0.4% -$2.82K 0.59% 48
2025
Q1 		$535K Sell
3,197
-249
-7% -$52.7K 0.4% 59
2024
Q4 		$799K Buy
+3,446
New +$637K 0.62% 46

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Inman Jager Wealth Management's AVGO Position: Q1 2026 in Review

Inman Jager Wealth Management held its Broadcom (AVGO) position steady in Q1 2026 at 2,361 shares worth $731K. The position accounts for 0.43% of the portfolio, ranked #57.

Inman Jager Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Inman Jager Wealth Management held 2,361 shares of Broadcom worth $731K as of Q1 2026.
  • Inman Jager Wealth Management left its Broadcom share count unchanged in Q1 2026.
  • Broadcom made up 0.43% of Inman Jager Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Inman Jager Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Inman Jager Wealth Management's Broadcom position peaked at $1M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Inman Jager Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.