Evercore Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $93.1M | Buy |
246,351
+214,466
| +673% | +$86M | 1.32% | 27 |
|
|
2026
Q1 | $9.87M | Sell |
31,885
-623
| -2% | -$205K | 0.16% | 73 |
|
|
2025
Q4 | $11.3M | Sell |
32,508
-437
| -1% | -$156K | 0.16% | 69 |
|
|
2025
Q3 | $10.9M | Sell |
32,945
-293
| -0.9% | -$89.9K | 0.16% | 70 |
|
|
2025
Q2 | $9.16M | Sell |
33,238
-10,786
| -25% | -$2.34M | 0.14% | 74 |
|
|
2025
Q1 | $7.37M | Sell |
44,024
-173
| -0.4% | -$36.6K | 0.12% | 84 |
|
|
2024
Q4 | $10.2M | Sell |
44,197
-3,623
| -8% | -$670K | 0.15% | 70 |
|
|
2024
Q3 | $8.25M | Buy |
47,820
+530
| +1% | +$85K | 0.12% | 80 |
|
|
2024
Q2 | $7.59M | Sell |
47,290
-4,320
| -8% | -$605K | 0.12% | 80 |
|
|
2024
Q1 | $6.84M | Sell |
51,610
-110
| -0.2% | -$13.6K | 0.11% | 85 |
|
|
2023
Q4 | $5.77M | Buy |
51,720
+15,390
| +42% | +$1.46M | 0.1% | 93 |
|
|
2023
Q3 | $3.02M | Buy |
36,330
+1,050
| +3% | +$91K | 0.06% | 119 |
|
|
2023
Q2 | $3.06M | Buy |
35,280
+2,960
| +9% | +$211K | 0.06% | 122 |
|
|
2023
Q1 | $2.07M | Buy |
32,320
+380
| +1% | +$22.9K | 0.04% | 151 |
|
|
2022
Q4 | $1.79M | Buy |
31,940
+6,980
| +28% | +$350K | 0.04% | 161 |
|
|
2022
Q3 | $1.11M | Sell |
24,960
-2,250
| -8% | -$115K | 0.03% | 189 |
|
|
2022
Q2 | $1.32M | Buy |
27,210
+320
| +1% | +$18K | 0.03% | 180 |
|
|
2022
Q1 | $1.69M | Buy |
26,890
+4,120
| +18% | +$245K | 0.03% | 176 |
|
|
2021
Q4 | $1.51M | Hold |
22,770
| – | – | 0.02% | 184 |
|
|
2021
Q3 | $1.1M | Sell |
22,770
-1,120
| -5% | -$54.5K | 0.02% | 214 |
|
|
2021
Q2 | $1.14M | Sell |
23,890
-620
| -3% | -$28.7K | 0.02% | 215 |
|
|
2021
Q1 | $1.14M | Sell |
24,510
-180
| -0.7% | -$8.32K | 0.02% | 210 |
|
|
2020
Q4 | $1.08M | Buy |
24,690
+1,230
| +5% | +$48K | 0.02% | 204 |
|
|
2020
Q3 | $854K | Sell |
23,460
-170
| -0.7% | -$5.69K | 0.02% | 211 |
|
|
2020
Q2 | $745K | Sell |
23,630
-60
| -0.3% | -$1.68K | 0.02% | 225 |
|
|
2020
Q1 | $561K | Buy |
23,690
+370
| +2% | +$10.4K | 0.02% | 228 |
|
|
2019
Q4 | $737K | Buy |
23,320
+9,980
| +75% | +$303K | 0.02% | 240 |
|
|
2019
Q3 | $368K | Buy |
13,340
+500
| +4% | +$14.2K | 0.01% | 302 |
|
|
2019
Q2 | $369K | Buy |
12,840
+450
| +4% | +$13.1K | 0.01% | 312 |
|
|
2019
Q1 | $372K | Buy |
12,390
+640
| +5% | +$17.4K | 0.01% | 307 |
|
|
2018
Q4 | $299K | Buy |
11,750
+530
| +5% | +$12.5K | 0.01% | 309 |
|
|
2018
Q3 | $277K | Buy |
+11,220
| New | +$252K | 0.01% | 352 |
|
|
2018
Q1 | – | Sell |
-3,030
| Closed | -$78K | – | 387 |
|
|
2017
Q4 | $78K | Hold |
3,030
| – | – | ﹤0.01% | 511 |
|
|
2017
Q3 | $73K | Sell |
3,030
-160
| -5% | -$3.96K | ﹤0.01% | 518 |
|
|
2017
Q2 | $74K | Sell |
3,190
-2,430
| -43% | -$56.4K | ﹤0.01% | 526 |
|
|
2017
Q1 | $123K | Buy |
5,620
+80
| +1% | +$1.65K | ﹤0.01% | 441 |
|
|
2016
Q4 | $98K | Buy |
5,540
+610
| +12% | +$10.6K | ﹤0.01% | 499 |
|
|
2016
Q3 | $85K | Sell |
4,930
-1,540
| -24% | -$25.8K | ﹤0.01% | 506 |
|
|
2016
Q2 | $100K | Buy |
6,470
+4,070
| +170% | +$62K | ﹤0.01% | 461 |
|
|
2016
Q1 | $37K | Buy |
+2,400
| New | +$32.4K | ﹤0.01% | 623 |
|
|
2015
Q4 | – | Sell |
-1,630
| Closed | -$20K | – | 1004 |
|
|
2015
Q3 | $20K | Buy |
+1,630
| New | +$20.6K | ﹤0.01% | 735 |
|
|
2015
Q2 | – | Sell |
-430
| Closed | -$5K | – | 1059 |
|
|
2015
Q1 | $5K | Buy |
+430
| New | +$4.93K | ﹤0.01% | 925 |
|
Other funds holding AVGO
Evercore Wealth Management's AVGO Position: Q2 2026 in Review
Evercore Wealth Management increased its Broadcom (AVGO) stake by 673% in Q2 2026, buying an estimated $86M and bringing the position to 246,351 shares worth $93.1M. The position accounts for 1.32% of the portfolio, ranked #27.
Evercore Wealth Management first reported a position in AVGO in Q1 2015 and has held it in 42 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Evercore Wealth Management held 246,351 shares of Broadcom worth $93.1M as of Q2 2026.
- Evercore Wealth Management bought 214,466 Broadcom shares in Q2 2026, an estimated $86M.
- Broadcom made up 1.32% of Evercore Wealth Management's portfolio in Q2 2026, its #27 holding.
- Evercore Wealth Management first reported a position in Broadcom in Q1 2015 and has held it in 42 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.