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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sims Investment Management's AVGO Position: Q2 2026 in Review

Sims Investment Management opened a new position in Broadcom (AVGO) in Q2 2026: 40 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #91 among its holdings. This is a return to the name: Sims Investment Management previously reported a position in AVGO as recently as Q4 2025.

Sims Investment Management first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. The position peaked at $303K in Q3 2025. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sims Investment Management held 40 shares of Broadcom worth $13.3K as of Q2 2026.
  • Broadcom was a new Sims Investment Management position in Q2 2026.
  • Broadcom made up ﹤0.01% of Sims Investment Management's portfolio in Q2 2026, its #91 holding.
  • Sims Investment Management first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • Sims Investment Management's Broadcom position peaked at $303K in Q3 2025.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.