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Evelyn Partners Investment Management’s Broadcom AVGO Stock Holding History

Evelyn Partners 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
Q1 		$18.6M Buy
59,969
+32,470
+118% +$10.7M 0.5% 45
2025
Q4 		$9.52M Buy
27,499
+17,301
+170% +$6.19M 0.26% 58
2025
Q3 		$3.36M Buy
10,198
+9,653
+1,771% +$2.96M 0.1% 85
2025
Q2 		$150K Buy
545
+175
+47% +$38K ﹤0.01% 211
2025
Q1 		$61.9K Buy
370
+325
+722% +$68.8K ﹤0.01% 266
2024
Q4 		$10.4K Buy
+45
New +$8.32K ﹤0.01% 356

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's AVGO Position: Q1 2026 in Review

Evelyn Partners Investment Management increased its Broadcom (AVGO) stake by 118% in Q1 2026, buying an estimated $10.7M and bringing the position to 59,969 shares worth $18.6M. The position accounts for 0.5% of the portfolio, ranked #45.

Evelyn Partners Investment Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Evelyn Partners Investment Management held 59,969 shares of Broadcom worth $18.6M as of Q1 2026.
  • Evelyn Partners Investment Management bought 32,470 Broadcom shares in Q1 2026, an estimated $10.7M.
  • Broadcom made up 0.5% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #45 holding.
  • Evelyn Partners Investment Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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