EPIMS
AVGO icon

Evelyn Partners Investment Management Services’s Broadcom AVGO Stock Holding History

Evelyn Partners Investment Management Services’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 		$4.84M Buy
15,630
+6,955
+80% +$2.29M 0.57% 45
2025
Q4 		$3M Buy
8,675
+3,975
+85% +$1.42M 0.38% 54
2025
Q3 		$1.55M Buy
4,700
+4,112
+699% +$1.26M 0.21% 71
2025
Q2 		$162K Buy
588
+28
+5% +$6.08K 0.02% 128
2025
Q1 		$93.8K Hold
560
– – 0.02% 136
2024
Q4 		$130K Buy
+560
New +$104K 0.02% 125

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evelyn Partners Investment Management Services's AVGO Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its Broadcom (AVGO) stake by 80% in Q1 2026, buying an estimated $2.29M and bringing the position to 15,630 shares worth $4.84M. The position accounts for 0.57% of the portfolio, ranked #45.

Evelyn Partners Investment Management Services first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Evelyn Partners Investment Management Services held 15,630 shares of Broadcom worth $4.84M as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 6,955 Broadcom shares in Q1 2026, an estimated $2.29M.
  • Broadcom made up 0.57% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #45 holding.
  • Evelyn Partners Investment Management Services first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.