SIM
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Sims Investment Management’s Broadcom AVGO Stock Holding History

Sims Investment 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
Q3 		– Sell
-40
Closed -$13.3K – 48
2026
Q2 		$13.3K Buy
+40
New +$16K ﹤0.01% 91
2026
Q1 		– Sell
-863
Closed -$299K – 37
2025
Q4 		$299K Sell
863
-56
-6% -$20K 0.11% 35
2025
Q3 		$303K Sell
919
-10
-1% -$3.07K 0.11% 38
2025
Q2 		$256K Buy
+929
New +$202K 0.1% 41

Other funds holding AVGO

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Sims Investment Management's AVGO Position: Q3 2026 in Review

Sims Investment Management sold out of Broadcom (AVGO) in Q3 2026, closing a stake of 40 shares — an estimated $13.3K sold.

Sims Investment Management first reported a position in AVGO in Q2 2025 and held it in 4 quarters. The position peaked at $303K in Q3 2025. 588 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Sims Investment Management reported no remaining Broadcom position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 40 Broadcom shares in Q3 2026, an estimated $13.3K.
  • Sims Investment Management first reported a position in Broadcom in Q2 2025 and held it in 4 quarters.
  • Sims Investment Management's Broadcom position peaked at $303K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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