Evergreen Capital 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
$31M Buy
81,952
+9,727
+13% +$3.9M 0.54% 38
2026
Q1
$22.4M Sell
72,225
-14,178
-16% -$4.67M 0.48% 40
2025
Q4
$29.9M Buy
86,403
+20,381
+31% +$7.29M 0.67% 25
2025
Q3
$21.8M Buy
66,022
+7,632
+13% +$2.34M 0.52% 43
2025
Q2
$16.1M Buy
58,390
+1,797
+3% +$390K 0.48% 49
2025
Q1
$9.48M Sell
56,593
-6,663
-11% -$1.41M 0.32% 87
2024
Q4
$14.7M Buy
63,256
+313
+0.5% +$57.9K 0.48% 49
2024
Q3
$10.9M Buy
62,943
+2,013
+3% +$323K 0.36% 73
2024
Q2
$9.78M Buy
60,930
+1,230
+2% +$172K 0.35% 78
2024
Q1
$7.91M Sell
59,700
-2,320
-4% -$287K 0.3% 94
2023
Q4
$6.92M Buy
62,020
+2,210
+4% +$209K 0.28% 103
2023
Q3
$4.97M Buy
59,810
+410
+0.7% +$35.5K 0.22% 133
2023
Q2
$5.15M Buy
59,400
+2,830
+5% +$202K 0.22% 131
2023
Q1
$3.63M Buy
56,570
+3,710
+7% +$223K 0.16% 152
2022
Q4
$2.96M Buy
52,860
+9,220
+21% +$462K 0.14% 176
2022
Q3
$1.94M Buy
43,640
+6,340
+17% +$324K 0.1% 206
2022
Q2
$1.81M Sell
37,300
-1,560
-4% -$87.6K 0.09% 205
2022
Q1
$2.45M Buy
38,860
+1,600
+4% +$95K 0.1% 212
2021
Q4
$2.48M Buy
37,260
+2,040
+6% +$115K 0.1% 206
2021
Q3
$1.71M Buy
35,220
+2,500
+8% +$122K 0.08% 224
2021
Q2
$1.56M Sell
32,720
-1,980
-6% -$91.7K 0.07% 224
2021
Q1
$1.61M Buy
34,700
+18,780
+118% +$868K 0.08% 212
2020
Q4
$697K Buy
15,920
+1,240
+8% +$48.3K 0.04% 254
2020
Q3
$535K Buy
14,680
+810
+6% +$27.1K 0.04% 253
2020
Q2
$438K Sell
13,870
-1,880
-12% -$52.6K 0.03% 256
2020
Q1
$373K Sell
15,750
-8,110
-34% -$228K 0.03% 254
2019
Q4
$754K Buy
23,860
+12,050
+102% +$366K 0.06% 191
2019
Q3
$326K Sell
11,810
-4,440
-27% -$126K 0.03% 293
2019
Q2
$468K Buy
16,250
+5,000
+44% +$146K 0.04% 234
2019
Q1
$338K Buy
11,250
+2,000
+22% +$54.2K 0.03% 261
2018
Q4
$235K Sell
9,250
-200
-2% -$4.72K 0.02% 314
2018
Q3
$233K Buy
+9,450
New +$212K 0.02% 330

Other funds holding AVGO

Evergreen Capital Management's AVGO Position: Q2 2026 in Review

Evergreen Capital Management increased its Broadcom (AVGO) stake by 13% in Q2 2026, buying an estimated $3.9M and bringing the position to 81,952 shares worth $31M. The position accounts for 0.54% of the portfolio, ranked #38.

Evergreen Capital Management first reported a position in AVGO in Q3 2018 and has held it in 32 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Evergreen Capital Management held 81,952 shares of Broadcom worth $31M as of Q2 2026.
  • Evergreen Capital Management bought 9,727 Broadcom shares in Q2 2026, an estimated $3.9M.
  • Broadcom made up 0.54% of Evergreen Capital Management's portfolio in Q2 2026, its #38 holding.
  • Evergreen Capital Management first reported a position in Broadcom in Q3 2018 and has held it in 32 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.