Covenant Asset Management’s Broadcom AVGO Stock Holding History

Covenant Asset Management’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	–	-$346K	–	167
2025 Q4	–	Hold	–	–	–	140
2025 Q3	–	Hold	–	–	–	79
2025 Q2	–	Hold	–	–	–	54
2025 Q1	–	Hold	–	–	–	77
2024 Q4	–	Hold	–	–	–	2
2024 Q3	–	Hold	–	–	–	3
2024 Q2	–	Hold	–	–	–	2
2024 Q1	–	Hold	–	–	–	2
2023 Q4	–	Hold	–	–	–	4
2023 Q3	–	Hold	–	-$5.64M	–	153
2023 Q2	–	Hold	–	–	–	14
2023 Q1	–	Hold	–	–	–	67
2022 Q4	–	Hold	–	–	–	9
2022 Q3	–	Hold	–	–	–	53
2022 Q2	–	Hold	–	–	–	12

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Covenant Asset Management's AVGO Position: Q1 2026 in Review

Covenant Asset Management reduced its Broadcom (AVGO) stake by 23% in Q1 2026, selling an estimated $5.38M and leaving 55,487 shares worth $17.2M. The position accounts for 2.59% of the portfolio, ranked #8.

Covenant Asset Management first reported a position in AVGO in Q4 2016 and has held it in 30 quarters since. The position peaked at $24.9M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Covenant Asset Management held 55,487 shares of Broadcom worth $17.2M as of Q1 2026.
Covenant Asset Management sold 16,353 Broadcom shares in Q1 2026, an estimated $5.38M.
Broadcom made up 2.59% of Covenant Asset Management's portfolio in Q1 2026, its #8 holding.
Covenant Asset Management first reported a position in Broadcom in Q4 2016 and has held it in 30 quarters since.
Covenant Asset Management's Broadcom position peaked at $24.9M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Covenant Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.