Everence Capital Management’s Broadcom AVGO Stock Holding History

Everence Capital 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	$31.9M	Sell	102,919 -363	-0.4%	-$119K	1.94%	9
2025 Q4	$35.7M	Sell	103,282 -3,063	-3%	-$1.1M	2.12%	9
2025 Q3	$35.1M	Sell	106,345 -6,605	-6%	-$2.03M	2.1%	9
2025 Q2	$31.1M	Sell	112,950 -4,270	-4%	-$927K	2%	10
2025 Q1	$19.6M	Sell	117,220 -5,190	-4%	-$1.1M	1.33%	11
2024 Q4	$28.4M	Buy	122,410 +1,920	+2%	+$355K	1.84%	10
2024 Q3	$20.8M	Buy	120,490 +5,000	+4%	+$802K	1.31%	13
2024 Q2	$15K	Hold	115,490	–	–	1.04%	17
2024 Q1	$15.3K	Hold	115,490	–	–	1.01%	15
2023 Q4	$12.9M	Buy	115,490 +10,600	+10%	+$1M	0.92%	16
2023 Q3	$8.71K	Buy	104,890 +7,700	+8%	+$667K	0.68%	24
2023 Q2	$7.85M	Hold	97,190	–	–	0.64%	27
2023 Q1	$6.24K	Buy	97,190 +5,400	+6%	+$325K	0.51%	30
2022 Q4	$5.13K	Hold	91,790	–	–	0.44%	37
2022 Q3	$4.08M	Sell	91,790 -40,700	-31%	-$2.08M	0.38%	52
2022 Q2	$6.44M	Buy	132,490 +10,900	+9%	+$612K	0.57%	28
2022 Q1	$7.66M	Buy	121,590 +19,400	+19%	+$1.15M	0.59%	27
2021 Q4	$6.8M	Buy	102,190 +6,000	+6%	+$337K	0.51%	33
2021 Q3	$4.67M	Hold	96,190	–	–	0.38%	46
2021 Q2	$4.59M	Hold	96,190	–	–	0.38%	49
2021 Q1	$4.46M	Hold	96,190	–	–	0.41%	43
2020 Q4	$4.21M	Buy	96,190 +5,400	+6%	+$211K	0.41%	43
2020 Q3	$3.31M	Hold	90,790	–	–	0.36%	49
2020 Q2	$2.64M	Hold	90,790	–	–	0.31%	56
2020 Q1	$2.15M	Hold	90,790	–	–	0.3%	57
2019 Q4	$2.87M	Hold	90,790	–	–	0.43%	47
2019 Q3	$2.51M	Hold	90,790	–	–	0.41%	53
2019 Q2	$2.61M	Hold	90,790	–	–	0.43%	49
2019 Q1	$2.73M	Hold	90,790	–	–	0.48%	46
2018 Q4	$2.31M	Hold	90,790	–	–	0.54%	45
2018 Q3	$2.24M	Hold	90,790	–	–	0.44%	54
2018 Q2	$2.2M	Hold	90,790	–	–	0.47%	50
2018 Q1	$2.14M	Hold	90,790	–	–	0.47%	54
2017 Q4	$2.33M	Buy	90,790 +9,900	+12%	+$257K	0.51%	44
2017 Q3	$1.96M	Hold	80,890	–	–	0.45%	56
2017 Q2	$1.89M	Hold	80,890	–	–	0.46%	53
2017 Q1	$1.77M	Buy	+80,890	New	+$1.67M	0.47%	54
2016 Q4	–	Sell	-69,640	Closed	-$1.2M	–	314
2016 Q3	$1.2M	Hold	69,640	–	–	0.36%	76
2016 Q2	$1.08M	Hold	69,640	–	–	0.33%	86
2016 Q1	$1.08M	Buy	+69,640	New	+$941K	0.33%	85
2015 Q4	–	Sell	-64,410	Closed	-$805K	–	296
2015 Q3	$805K	Hold	64,410	–	–	0.28%	106
2015 Q2	$856K	Hold	64,410	–	–	0.28%	116
2015 Q1	$822K	Hold	64,410	–	–	0.28%	116
2014 Q4	$648K	Buy	+64,410	New	+$575K	0.22%	135

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

Everence Capital Management's AVGO Position: Q1 2026 in Review

Everence Capital Management reduced its Broadcom (AVGO) stake by 0.35% in Q1 2026, selling an estimated $119K and leaving 102,919 shares worth $31.9M. The position accounts for 1.94% of the portfolio, ranked #9.

Everence Capital Management first reported a position in AVGO in Q4 2014 and has held it in 44 quarters since. The position peaked at $35.7M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Everence Capital Management held 102,919 shares of Broadcom worth $31.9M as of Q1 2026.
Everence Capital Management sold 363 Broadcom shares in Q1 2026, an estimated $119K.
Broadcom made up 1.94% of Everence Capital Management's portfolio in Q1 2026, its #9 holding.
Everence Capital Management first reported a position in Broadcom in Q4 2014 and has held it in 44 quarters since.
Everence Capital Management's Broadcom position peaked at $35.7M in Q4 2025.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.