EWM
AVGO icon

Evermay Wealth Management’s Broadcom AVGO Stock Holding History

Evermay Wealth 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 		$2.42M Buy
7,817
+253
+3% +$83.3K 0.27% 39
2025
Q4 		$2.62M Sell
7,564
-163
-2% -$58.3K 0.29% 38
2025
Q3 		$2.55M Sell
7,727
-359
-4% -$110K 0.29% 40
2025
Q2 		$2.23M Sell
8,086
-119
-1% -$25.8K 0.27% 40
2025
Q1 		$1.37M Sell
8,205
-251
-3% -$53.1K 0.18% 60
2024
Q4 		$1.96M Sell
8,456
-325
-4% -$60.1K 0.3% 43
2024
Q3 		$1.51M Buy
8,781
+211
+2% +$33.8K 0.24% 54
2024
Q2 		$1.38M Sell
8,570
-790
-8% -$111K 0.22% 60
2024
Q1 		$1.24M Sell
9,360
-890
-9% -$110K 0.19% 68
2023
Q4 		$1.14M Sell
10,250
-440
-4% -$41.7K 0.21% 53
2023
Q3 		$888K Sell
10,690
-2,330
-18% -$202K 0.18% 64
2023
Q2 		$1.13M Sell
13,020
-660
-5% -$47.1K 0.22% 50
2023
Q1 		$878K Buy
13,680
+360
+3% +$21.7K 0.18% 65
2022
Q4 		$745K Sell
13,320
-2,190
-14% -$110K 0.15% 72
2022
Q3 		$689K Buy
15,510
+850
+6% +$43.4K 0.14% 71
2022
Q2 		$712K Buy
14,660
+110
+0.8% +$6.17K 0.14% 69
2022
Q1 		$916K Buy
14,550
+1,830
+14% +$109K 0.15% 68
2021
Q4 		$846K Buy
12,720
+1,000
+9% +$56.2K 0.15% 54
2021
Q3 		$568K Buy
11,720
+150
+1% +$7.29K 0.11% 74
2021
Q2 		$552K Buy
11,570
+300
+3% +$13.9K 0.1% 89
2021
Q1 		$523K Sell
11,270
-130
-1% -$6.01K 0.1% 89
2020
Q4 		$499K Sell
11,400
-200
-2% -$7.8K 0.11% 87
2020
Q3 		$423K Buy
11,600
+310
+3% +$10.4K 0.1% 91
2020
Q2 		$356K Sell
11,290
-990
-8% -$27.7K 0.09% 100
2020
Q1 		$291K Buy
12,280
+5,730
+87% +$161K 0.09% 108
2019
Q4 		$207K Buy
+6,550
New +$199K 0.05% 158

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

Evermay Wealth Management's AVGO Position: Q1 2026 in Review

Evermay Wealth Management increased its Broadcom (AVGO) stake by 3.3% in Q1 2026, buying an estimated $83.3K and bringing the position to 7,817 shares worth $2.42M. The position accounts for 0.27% of the portfolio, ranked #39.

Evermay Wealth Management first reported a position in AVGO in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.62M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Evermay Wealth Management held 7,817 shares of Broadcom worth $2.42M as of Q1 2026.
  • Evermay Wealth Management bought 253 Broadcom shares in Q1 2026, an estimated $83.3K.
  • Broadcom made up 0.27% of Evermay Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Evermay Wealth Management first reported a position in Broadcom in Q4 2019 and has held it in 26 quarters since.
  • Evermay Wealth Management's Broadcom position peaked at $2.62M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.