Investors Asset Management of Georgia’s Broadcom AVGO Stock Holding History

Investors Asset Management of Georgia’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 Q2	$1.99M	Sell	5,270 -75	-1%	-$30.1K	0.69%	44
2026 Q1	$1.65M	Buy	5,345 +75	+1%	+$24.7K	0.68%	46
2025 Q4	$1.82M	Hold	5,270	–	–	0.75%	39
2025 Q3	$1.74M	Hold	5,270	–	–	0.74%	40
2025 Q2	$1.45M	Hold	5,270	–	–	0.67%	44
2025 Q1	$882K	Sell	5,270 -20	-0.4%	-$4.23K	0.45%	64
2024 Q4	$1.23M	Hold	5,290	–	–	0.6%	51
2024 Q3	$913K	Hold	5,290	–	–	0.43%	64
2024 Q2	$849K	Sell	5,290 -380	-7%	-$53.3K	0.41%	64
2024 Q1	$752K	Hold	5,670	–	–	0.35%	71
2023 Q4	$633K	Buy	5,670 +210	+4%	+$19.9K	0.32%	75
2023 Q3	$453K	Hold	5,460	–	–	0.25%	94
2023 Q2	$474K	Hold	5,460	–	–	0.24%	95
2023 Q1	$350K	Hold	5,460	–	–	0.19%	114
2022 Q4	$305K	Hold	5,460	–	–	0.16%	127
2022 Q3	$242K	Buy	5,460 +1,080	+25%	+$55.2K	0.12%	148
2022 Q2	$213K	Hold	4,380	–	–	0.11%	152
2022 Q1	$276K	Hold	4,380	–	–	0.14%	143
2021 Q4	$291K	Hold	4,380	–	–	0.14%	141
2021 Q3	$212K	Hold	4,380	–	–	0.11%	154
2021 Q2	$209K	Hold	4,380	–	–	0.11%	155
2021 Q1	$203K	Buy	+4,380	New	+$203K	0.12%	150

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Investors Asset Management of Georgia's AVGO Position: Q2 2026 in Review

Investors Asset Management of Georgia reduced its Broadcom (AVGO) stake by 1.4% in Q2 2026, selling an estimated $30.1K and leaving 5,270 shares worth $1.99M. The position accounts for 0.69% of the portfolio, ranked #44.

Investors Asset Management of Georgia first reported a position in AVGO in Q1 2021 and has held it in 22 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Investors Asset Management of Georgia held 5,270 shares of Broadcom worth $1.99M as of Q2 2026.
Investors Asset Management of Georgia sold 75 Broadcom shares in Q2 2026, an estimated $30.1K.
Broadcom made up 0.69% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #44 holding.
Investors Asset Management of Georgia first reported a position in Broadcom in Q1 2021 and has held it in 22 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.