Investment Partners Asset Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.03M Sell
2,934
-13
-0.4% -$4.89K 0.56% 50
2026
Q2
$1.11M Hold
2,947
– – 0.62% 46
2026
Q1
$912K Sell
2,947
-34
-1% -$11.2K 0.56% 50
2025
Q4
$1.03M Sell
2,981
-14
-0.5% -$5.01K 0.64% 44
2025
Q3
$988K Sell
2,995
-198
-6% -$60.7K 0.65% 39
2025
Q2
$880K Sell
3,193
-260
-8% -$56.5K 0.61% 48
2025
Q1
$578K Sell
3,453
-107
-3% -$22.6K 0.45% 72
2024
Q4
$825K Sell
3,560
-10
-0.3% -$1.85K 0.65% 45
2024
Q3
$616K Sell
3,570
-50
-1% -$8.02K 0.5% 60
2024
Q2
$581K Sell
3,620
-40
-1% -$5.61K 0.52% 59
2024
Q1
$485K Buy
3,660
+330
+10% +$40.9K 0.44% 75
2023
Q4
$372K Buy
+3,330
New +$315K 0.37% 82

Other funds holding AVGO

Investment Partners Asset Management's AVGO Position: Q3 2026 in Review

Investment Partners Asset Management reduced its Broadcom (AVGO) stake by 0.44% in Q3 2026, selling an estimated $4.89K and leaving 2,934 shares worth $1.03M. The position accounts for 0.56% of the portfolio, ranked #50.

Investment Partners Asset Management first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.11M in Q2 2026. 746 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Investment Partners Asset Management held 2,934 shares of Broadcom worth $1.03M as of Q3 2026.
  • Investment Partners Asset Management sold 13 Broadcom shares in Q3 2026, an estimated $4.89K.
  • Broadcom made up 0.56% of Investment Partners Asset Management's portfolio in Q3 2026, its #50 holding.
  • Investment Partners Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • Investment Partners Asset Management's Broadcom position peaked at $1.11M in Q2 2026.
  • 746 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.