Covington Investment Advisors’s Broadcom AVGO Stock Holding History

Covington Investment Advisors’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 Q1	$35.1M	Sell	113,500 -9,185	-7%	-$3.02M	5.16%	2
2025 Q4	$42.5M	Sell	122,685 -13,489	-10%	-$4.82M	5.8%	2
2025 Q3	$44.9M	Sell	136,174 -4,245	-3%	-$1.3M	5.88%	3
2025 Q2	$38.7M	Sell	140,419 -4,938	-3%	-$1.07M	5.53%	3
2025 Q1	$24.3M	Sell	145,357 -1,540	-1%	-$326K	3.78%	4
2024 Q4	$34.1M	Sell	146,897 -600	-0.4%	-$111K	5.11%	4
2024 Q3	$25.4M	Buy	147,497 +1,117	+0.8%	+$179K	3.82%	4
2024 Q2	$23.5M	Sell	146,380 -530	-0.4%	-$74.3K	3.77%	4
2024 Q1	$19.5M	Buy	146,910 +18,530	+14%	+$2.3M	3.17%	4
2023 Q4	$14.3M	Buy	128,380 +34,770	+37%	+$3.29M	2.6%	10
2023 Q3	$7.78M	Buy	+93,610	New	+$8.11M	1.59%	24

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

Covington Investment Advisors's AVGO Position: Q1 2026 in Review

Covington Investment Advisors reduced its Broadcom (AVGO) stake by 7.5% in Q1 2026, selling an estimated $3.02M and leaving 113,500 shares worth $35.1M. The position accounts for 5.16% of the portfolio, ranked #2.

Covington Investment Advisors first reported a position in AVGO in Q3 2023 and has held it in 11 quarters since. The position peaked at $44.9M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Covington Investment Advisors held 113,500 shares of Broadcom worth $35.1M as of Q1 2026.
Covington Investment Advisors sold 9,185 Broadcom shares in Q1 2026, an estimated $3.02M.
Broadcom made up 5.16% of Covington Investment Advisors's portfolio in Q1 2026, its #2 holding.
Covington Investment Advisors first reported a position in Broadcom in Q3 2023 and has held it in 11 quarters since.
Covington Investment Advisors's Broadcom position peaked at $44.9M in Q3 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Covington Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.