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Evergreen Advisors’s Broadcom AVGO Stock Holding History

Evergreen 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 		$544K Hold
1,759
– – 0.13% 17
2025
Q4 		$609K Buy
+1,759
New +$629K 0.15% 16

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

Evergreen Advisors's AVGO Position: Q1 2026 in Review

Evergreen Advisors held its Broadcom (AVGO) position steady in Q1 2026 at 1,759 shares worth $544K. The position accounts for 0.13% of the portfolio, ranked #17.

Evergreen Advisors first reported a position in AVGO in Q4 2025 and has held it in 2 quarters since. The position peaked at $609K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Evergreen Advisors held 1,759 shares of Broadcom worth $544K as of Q1 2026.
  • Evergreen Advisors left its Broadcom share count unchanged in Q1 2026.
  • Broadcom made up 0.13% of Evergreen Advisors's portfolio in Q1 2026, its #17 holding.
  • Evergreen Advisors first reported a position in Broadcom in Q4 2025 and has held it in 2 quarters since.
  • Evergreen Advisors's Broadcom position peaked at $609K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Evergreen Advisors's 13F filing for Q1 2026, filed 5 May 2026.